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:

• Orion’s The Weighing Machine, “Paul Curley of ISS Market Intelligence – 529 Plans: How They Work and How They Benefit Investors and Advisors. Editor’s take: Thank you Rusty Vanneman, CMT, CFA, BFA, and Robyn Murray for the opportunity to join Orion’s The Weighing Machine podcast. Session includes discussion on 529 to Roth, industry trends, fintech developments, investment line ups, and a special gratitude thank you to Andrea Feirstein of AKF Consulting and Chris Stack and SavingforCollege. Listen, learn and share.
• Northwestern Mutual, “Year-end tax strategies.” Editor’s Take: Thank you Northwestern Mutual for including education planning as part of a comprehensive year-end planning strategies by advisors for their clients. Read the article to learn more about 529s and more as we approach year-end.
• SS&C Blog, “Big Impact – 2024 FAFSA Changes for grandparent-funded 529 plans.” Editor’s Take: Thank you Wlad Ortega of SS&C for writing and sharing this article on recent FAFSA changes that advisors and families should be aware of as they create and execute and education financial plan for their beneficiaries. Click the link to learn more about this topic and more. 
• Ohio 529, CollegeAdvantage, “Steger success story: No student loans for our family.” Editor’s Take: In celebration of the 35th anniversary of the launch of Ohio Tuition Trust Authority (OTTA), the team released this success story. Looking forward to reading more of these, and so should you. In the meantime, congrats to the OTTA team!
• Morningstar, “529 Ratings: The Best Plans of 2024.” Editor’s Take: Thank you Hyunmin Kim for creating and releasing this report, and for presenting at the 529 Conference 2024 (link to photos of the session here). Thank you Morningstar for raising awareness and understanding of 529s.
• 529 Insiders, “2Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of June 30, 2024.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

Please Save the Dates for 529 Conference 2025 by ISS Market Intelligence:

• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Dates: September 29, 2025 – October 1, 2025
• Sunday, September 28: Welcome Reception
• Monday, September 29: Day 1 – 529 Essentials Seminar
• Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
• Wednesday, October 1: Day 3 – 529 Conference Final Day of Panels, Presentations & Roundtables

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