AKF Blog


we have a lot of thoughts about the 529 industry. Important topics like downward fee trends, program manager rebids, new product developments, and even the Veep’s Task Force, to name just a few. We have our bird’s eye view and we want to share it with you.

So we invite you to follow us on Twitter – 529Source – and to visit this blog frequently. We’ll tell you what we’re thinking and we hope you’ll tell us, too. We need to elevate the college savings conversation – across states, program managers and advisors alike. That’s what we intend to do. Please join us. Read Now>

  • Pre-SOTU thoughts on President’s (disconcerting) 529 ProposalJanuary 21, 2015

    Much to my surprise, once again, we expect a president to propose changes to the Tax Code that will curtail the federal tax benefits for Section 529 plans. If my memory serves me right, President Bush proposed similar changes in the early 2000s in connection with tax simplification efforts (remember the Lifetime Savings Account proposals?). I am surprised by the anticipated proposal(s) by President Obama because while they appear to allow the President to “help middle class families get ahead”, they really just eliminate the significant incentives provided for college savings.

    Read Now>