Manage episode 216025241 series 1044733
We have been doing a lot of research with 529 plans because of college savings and the newly introduced ABLE Accounts. After you get done with this podcast, check out our previous podcast posted specifically about ABLE Accounts!
"Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners."
Check out more about Mr. Curley and Strategic Insight on their website below: