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
Director of Research
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:

• 529 Insiders, “3Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of September 30, 2024.
• Ascensus, “Student loan repayments and matching contributions.” Editor’s Take: Education financial planning employer benefits are on the rise from an offering and industry interest perspective. Read this article to learn more about how to answer questions as they come in from employers and other stakeholders. 
• 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.
• Morningstar, “Should you worry about overfunding you 529 plan?” Editor’s Take: Thank you Morningstar for providing your editorial perspective on this frequent question on 529s, including the more recent impact of the ability to distribute unused 529 assets to a Roth IRA. Read, learn and share.
• 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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