The Lebenthal Report Episode #123: Navigating New Education Savings Rules 2024

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.

The Lebenthal Report Episode #91: Simplifying 529 with Kris Adrian from J.P. Morgan

This week on The Lebenthal Report we welcome back returning guest Kristia Adrian. Kristia "Kris" Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout the country to educate clients and advisors on college planning and the Advisor-Guided 529 Plan using College Planning Essentials.

Previously, Kris was an Internal Client Advisor for over a decade with J.P. Morgan Asset Management building advisory relationships with independent broker-dealers. She started her career in 2001 as an independent advisor with Royal Alliance Associates, focused on high-net-worth clients and estate planning. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus, OH.

On the podcast, Kris helps navigate a simplified explanation of 529 with Michael and Dominick. Tune into this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify.