Editor's Picks

Issue 219:
– News & Research
– ABLE Act Column

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals who sell and service families and employers in the education financial planning process by creating and sharing industry relevant news, product training and best practices, while also building awareness and understanding of the importance of 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

Here is what you need to know from stories, research and data released this week:

  • 529 Conference 2020, “Event Hub.” Editor’s Take: 529 Conference 2020 attendees can view recordings of the sessions on demand using the link to the Event Hub. Watch, listen and learn.
  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor’s Take: Iowa was updated from “not clear or decision pending” to “allow student loans & allow apprenticeship withdrawals state tax fee” with a source link next to the update. Go to the website to view the latest status board.
  • Marquette Associates, “David H. Smith Speaking at 529 Conference 9/24.” Editor’s Take: Thank you David for moderating the 529 Conference 2020 session titled “Conservative Investment Strategies” with Madeline HumeAnalyst, Manager Research, Morningstar, Scott Yasharian, CFA, Director, Invesco Advisory Solutions, and Edward Kaminski CIMA®, Senior Business ConsultantNew York Life Stable Value.
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

  • ABLE Summit 2020, “Event Hub.” Editor’s Take: ABLE Summit 2020 attendees can view recording of the sessions on demand using the link to the Event Hub. Watch, listen and learn, and thank you for the support.
  • 529 & ABLE Monthly Webinar Series, “October Webinar by Paul Curley.” Editor’s Take: The monthly webinar in October will include ABLE market data updates and industry announcements. Register today to keep up to date in this month’s webinar.
  • 529 Insiders, “2Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 2Q 2020? Click the link to learn more.
September 28th, 2020
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