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Memo#
35943

2024 State Tax Surveys

The Institute's 2024 surveys on state tax matters are now available on the Institute's website.
ICI Default BG
Statistical Report

Release: 529 Plan Program Statistics, June 2024

529 Plan Data, June 2024 Washington, DC, November 14, 2024 — The combined assets of all Section 529 plans—“qualified tuition programs” designed to help save for higher education expenses—were $508.3 billion at the end of June 2024, an increase of 7.87 percent since year-end 2023. At...

ICI Default BG
Statistical Report

Release: 529 Plan Program Statistics, December 2023

529 Plan Data, December 2023 Washington, DC, May 6, 2024 — The combined assets of all Section 529 plans—“qualified tuition programs” designed to help save for higher education expenses—were $471.2 billion at the end of December 2023, an increase of 14.6 percent since year-end 2022. At...

ICI Default BG
Memo#
35524

2023 State Tax Surveys

The Institute's 2023 surveys on state tax matters are now available on the Institute's website.
ICI Default BG
Statistical Report

Release: 529 Plan Program Statistics, June 2023

The combined assets of all Section 529 plans—“qualified tuition programs” designed to help save for higher education expenses—were $450.7 billion at the end of June 2023, an increase of 9.6 percent since year-end 2022. At the end of June 2023, savings plans held $426.9 billion, while...
ICI Default BG
Statistical Report

Release: 529 Plan Program Statistics, December 2022

The combined assets of all Section 529 plans—“qualified tuition programs” designed to help save for higher education expenses—were $411.3 billion at the end of December 2022, a decrease of 14.4 percent since year-end 2021.
ICI Default BG
Memo#
34795

SECURE 2.0 Retirement Legislation Enacted

On December 29, 2022, the President signed the Consolidated Appropriations Act, 2023 (H.R. 2617), which includes the SECURE 2.0 Act of 2022 ("SECURE 2.0 Act" or the "Act"). The US Senate approved the year-end spending package by a 68-29 vote on December 22, 2022 and the US House of...
ICI Default BG
Statistical Report

Release: 529 Plan Program Statistics, December 2021

The combined assets of all Section 529 plans—“qualified tuition programs” designed to help save for higher education expenses—were $480.4 billion at the end of December 2021, an increase of 13.0 percent since year-end 2020.