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 provided:
- 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
By: Paul Curley, Associate Director of 529 & ABLE Research at ISS Market Intelligence
