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

Please register for our next webinar on 529 Day 2024.

• Register here
• Date: May 29, 2024
• Time: 11am-11:45am EST
• Location: Virtual
• Title: 529 Day 2024 – Top Trends in 529 & ABLE
• Description: Hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Trisha Good, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s Q2 2024 529 & ABLE webinar will provide you with:
  • Key themes impacting the 529 industry in 2024, including 529-to-Roth IRA Rollovers
  • 529 & ABLE market sizing trends and talking point in Q1 2024
  • 529 reminders, tips and best practices
  • New industry insights from ISS MI’s annual surveys of parents, advisors and employers
  • 529 & ABLE industry announcements and product enhancements

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

• 529 Insiders, “1Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2024 (March 31, 2024)? Click the link to learn more.
• 529 Insiders, “Status Board: State Income Tax Treatment on 529 Distributions to Roth IRAs.” Editor’s Take: On May 9, 2024, Oklahoma was updated on the status board from “not clear or decision pending” to “529 Distributions to Roth IRAs a Qualified Expense for State Income Tax Purposes.” As of May 9, 2024, 32 states categorized the transaction as qualified from a state income tax perspective for residents, while 11 states considered the transaction non-qualified from a state income tax recapture perspective, and 7 states plus D.C. were not clear or decision pending. This status board will be updated over time as more information becomes available. In the interim, the current status board is available in the link.
• My College Corner (YouTube), “Ask the expert about smart college investing.” Editor’s Take: Thank you My College Corner and John Hupalo for the opportunity to discuss how families discuss and perceive the value of 529s and ABLE accounts, 529 Day, the growth of 529s, and trends in ABLE accounts. Please watch the 27-minute video interview, thank you John Hupalo and share.

• Registration: Now open here with the early bird rate availability until June 26, 2024
• Dates: September 30, 2024 – October 2, 2024
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida; Hotel Room Block available here
• Welcome Reception: Sunday, September 29, 2024
• 529 Essentials Seminar: Monday, September 30, 2024
• Event Updates:
  • Thank you National Down Syndrome Society (NDSS) for the Branding Sponsorship
  • Thank you MFS for the Networking Reception Break Sponsorship
  • Thank you Orion Portfolio Solutions for the Branding Sponsorship