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A 529 Plan is a tax advantaged investment vehicle operated by a state or educational institution designed to help families of all income levels set aside funds for future college, education and training expenses.

Which states have passed, have not passed and will or will not pass enabling legislation to include student loans and apprenticeships as 529 qualified expenses for state tax purposes?

529 college investment plans remain the vehicle most strongly associated with college financial planning, and for good reasons. Despite that, other structures, including retirement products, play an important role in the college savings markets.

What was the 529 and ABLE market sizing as of 3Q 2019?

How does this national best-selling author and national spokesperson help families in the college financial planning process?

Paul Curley of Strategic Insight presented at The College Funding Coach Fly-In 2019 by Brock Jolly on “529 Essentials Seminar 2019”

What was the 529 and ABLE market sizing as of 2Q 2019?

Here is the latest market data that can be used by the media and other organizations, and please contact Paul Curley for more information and commentary on 529 and ABLE market data, research, events and digital.

On July 23, 2019, this short podcast on 1Q 2019 ABLE market data was created during a presentation to industry stakeholders.

What percentage of parents save for college, save for college with 529s and save for college without 529s as of 2019?