In this insightful episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. They tackle the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. They also dive into a detailed review of upcoming changes to the Secure Act 2.0 and the effects on 529 plans and state tax implications. The team unpacks the ROTH conversion feature, 529 plan flexibility, and the benefits of early investment strategies.
Don't miss out on this comprehensive recap on rising education costs, financial aid, and innovative solutions for education planning!
To access even more valuable information in preparing for your child's academic journey, check out JP Morgan’s 2024 Education Planning Essentials Guide.
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