529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the education financial planning process by creating and sharing industry relevant news, product training, market data and best practices, while also building awareness and understanding of the importance of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• Scholar’s Edge 529, “SECURE Act 2.0; Maximizing education and retirement goals with 529 plans.” Editor’s Take: Thank you Scholar’s Edge for creating and sharing this educational 3-pager on how SECURE Act 2.0 has created new financial planning opportunities and what clients need to know. Click the link to learn more and to bookmark for future reference.
• Federal Reserve Bank of New York, “Total household debt reaches $17.06 trillion in Q2 2023; Credit card debt exceeds $1 trillion.” Editor’s Take: Student loan debt stood at $1.57 trillion as of 2Q 2023 with a serious delinquency rate (as defined as over 90 days past due) of 0.85%. While student loan debt remained the same in 2Q 2023, this level is set to increase once interest restarts accrual in September 2023. Read the report to learn more about student loan debt levels and the current trend, and how this compares to other forms of household debt.
• YouTube (by Paragon Financial Partners), “The SECURE 2.0 – Convert 529 College Savings Plans to Roth IRAs.” Editor’s Take: In August 2023, Paragon Financial Partners in California released a podcast discussing the new provision effective 2024 to that provides for limited rollover functionality from 529s to Roth IRAs. Listen and learn how this firm positions this potential capability with their clients.  
• 529 Insiders, “2Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.

• Dates: September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Agenda
• Registration
• Event & Agenda Updates: 
  • Catalis has been added as a Networking Refreshment Break Sponsor on Tuesday morning, September 19
  • MFS has been added as a Networking Refreshment Break Sponsor on Tuesday afternoon, September 19.
  • John Hancock Investment Management has been added as a Networking Refreshment Break Sponsor on Wednesday morning, September 20.
  • Pacific Life has been added as a Networking Refreshment Break Sponsor on Wednesday afternoon, September 20.
  • Flywire has been added as a Networking Refreshment Break Sponsor on Thursday morning, September 21.
  • National Down Syndrome Society has been added as a Networking Refreshment Break Sponsor on Thursday afternoon, September 21.

• YouTube (by Treasurer Curtis Loftis), “Palmetto ABLE Savings Program Testimonial – Sarah Pope, CEO of SOS Care.” Editor’s Take: Sarah Pope providers her perspective on how ABLE accounts has improved her family’s quality life, including a specific example. Watch and share.
• Disability Scoop, “New lego set to feature braille.” Editor’s Take: Expanding awareness and representation in the toy aisle and beyond is an important step, and thank you Lego for making this happen. Click the link to learn more.
• 529 Insiders, “2Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts for institutional stakeholders
  • Date: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA
  • Agenda

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