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:

• Ameriprise, “How new 529 plan rules can help with retirement planning.” Editor’s Take: Click the link for the broker dealer’s perspective on the expansion of 529 qualified expenses to distributions to Roth IRAs. 
• Edward Jones (Birmingham Christian Family), “Talking about 529 plans with Edward Jones Financial Advisor Laci Graul.” Editor’s Take: Listen to this interview with an advisor talk about 529s and the importance of education financial planning.
• Broadcast Retirement Network (BRN – video interview), “When to stop contributing to a 529 plan.” Editor’s Take: Jeffrey Snyder of BRN interviews Sam Dogen of Financial Samurai on their article included in the 529 Dash on July 22nd here. 
• My College Corner, “Ask the 529 Expert: Paul Curley.” Editor’s Take: Thank you My College Corner and John Hupalo for the opportunity to raise awareness and understanding of 529s. Watch the video or read the transcript to learn about the latest trends in 529 and ABLE.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions
• Market Data: 529 Insiders, “1Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of March 31, 2024.

• Registration: Register here 
• Dates: September 30, 2024 – October 2, 2024
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida; Book Hotel Room here
• Welcome Reception: Sunday, September 29, 2024
• 529 Essentials Seminar: Monday, September 30, 2024
• Agenda Updates: 
  • Mark Wojciak, Director | New Business & Strategy, Prudential Financial, has been confirmed as a speaker on the “Stable Value for 529s” 529 Conference panel.
  • Mark E. DiSipio, CIMA®, Vice President, 529 Sales Leader, US Wealth Advisory, BlackRock, has been confirmed as moderator of the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
  • Maria Padin, VP Strategic Relationships, Catalis College Savings & ABLE Savings Administration, has been confirmed as a speaker on the “Alternative Payments for Contributions, Emerging Trends & Opportunities” 529 Conference panel.
  • Wayne Weber, CEO, Gift of College, has been confirmed as a speaker on the “Alternative Payments for Contributions, Emerging Trends & Opportunities” 529 Conference panel.
  • “Alternative Payments, Emerging Trends & Opportunities” 529 Conference session title has relabeled to “Alternative Payments for Contributions, Emerging Trends & Opportunities”