Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions 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
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • NerdWallet, “Should you use credit card rewards to fund a 529 college savings account?” Editor's Take: Parents have an opportunity to use credit card rewards to fund their 529 accounts. Also, thank you NerdWallet for quoting and sourcing me in the article, and for raising awareness on how parents can become power users of 529s.
  • Baird, “To consolidate or not to consolidate your student debt.” Editor's Take: Thank you Susie for creating and sharing the article in celebration of National College Savings Month (September).
  • News-Herald, “Returning to school as an adult? Here's how to fund tuition.” Editor's Take: Good reminder that 529s can be used for adults that seek to change or accelerate their careers.
  • Trust & Estates, “Creating a family education legacy.” Editor's Take: Engage the next generation through 529s and college financial planning.

Data: 2Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

Read more
Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Register here.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • 529 Insiders, “FinCon 2019: ABLE Session Preview.” Editor's Take: Thank you FinCon community, PT, Brynne and Sarah for the opportunity to participate in the event and get the word out about ABLE accounts, and much appreciated.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you ABLEnow and New Mexico for helping to build awareness and understanding of ABLE accounts.
  • 529 Insiders, “529 Dash Podcast 2: Executive Summary of ABLE Market Data”

Quote of the Week

“If you’ve already set up and contributed to an existing 529 plan, credit card rewards can be a nice supplement for that fund.”

– Paul Curley in NerdWallet, “Should you use credit card rewards to fund a 529 college savings account?”

Read more
 
September 9th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
Subscribe to 529 Dash
Facebook
LinkedIn
Twitter
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund To Unsubscribe, click here

This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.