Issue 368

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

529 & ABLE News & Research

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

J.P. Morgan Asset Management, “College Planning Essentials – 2024 Edition.” Editor’s Take: Thank you for creating and sharing this 45-slide overview of the why college matters, college costs, financial aid, saving and investing. Review, download and share.
Sallie Mae, “How America Pays for College, 2024.” Editor’s Take: Informative research and statistics on paying for college. Take a look or bookmark for later review, as it typically has a data point or two of interest for college savers.
YouTube video by Edvest 529, Wisconsin’s College Savings Plan, “How to use a 529 plan for apprenticeships | Khaleel Talks.” Editor’s Take: Thank you EdVest for creating and sharing this video on the expanded set of qualified expenses including apprenticeships. Over the last five years, qualified expenses have expanded the use of 529s beyond. If you have not reviewed the list of qualified expenses recently, take a look at your 529 plan disclosure and website and the IRS Publication 970 here.
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