As part of our Winthrop Wealth Webinar Series, we brought in Kris Adrian, Vice President and 529 Specialist at J.P. Morgan, to discuss College Planning Essentials.

Key takeaways:
➡ Costs of College
➡ Financial Aid
➡ 529 Plan Strategies
➡ Q&A session with Kris Adrian



J.P. Morgan Asset Management and Kris Adrian are not affiliated with Winthrop Wealth and LPL Financial.

Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Winthrop Wealth and LPL Financial do not provide tax advice.