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February 27, 2024 60 mins
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. The team tackles the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. Where they dive into a detailed review of upcoming changes in Secure Act 2.0 and the effects on 529 plans with a focus on educating about state tax implications. Get valuable insights into rising education costs, financial aid, and innovative solutions to plan for your child's academic journey. The team unpacks the Roth conversion feature, 529 plan flexibility, and the benefits of early investment strategies. To access even more valuable information, make sure to watch the episode on YouTube or email us for the link to JP Morgan’s 2024 Education Planning Essentials Guide. Don't miss out on this comprehensive recap of crucial financial discussions to secure a bright educational future for your loved ones!
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