AKF Blog

Welcome

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>

  • Where are the 529 Cheerleaders?February 06, 2010

    When Forbes starts questioning the benefits of a 529, I think it may be time to worry. Read their Rethinking 529s and tell me if the message isn’t “529s-are-not-worth-it”. From the inconsistent state tax treatment, to the lack of investment flexibility, to the uncertainty of financial aid treatment, this article raises more issues than it resolves and has to leave the reader thinking “why bother?” But this isn’t going to help the mom or dad who really needs to start to thinking about Junior’s college education.

    Read Now>