On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Greg Starita of J.P. Morgan Asset Management to discuss 529 plans, college savings, and how families can prepare for the rising cost of education.
From getting started with automatic contributions to putting the power of compounding to work, Greg explains practical strategies parents and grandparents can consider when building an education fund.
The conversation explores 529 investment options, rising tuition costs, financial aid considerations, grandparents' role in college planning, options for unused 529 funds, and how education savings can fit into a broader financial plan.
Plus, Michael and Dominick discuss the latest market environment, interest rates, AI investment, technology leadership, and the continued growth of data center and industrial construction.
Topics include:
• 529 plans and college savings
• Rising college tuition costs
• Automatic investing and compounding
• 529 options beyond traditional college
• Roth IRA rollover provisions
• Grandparent-owned 529 accounts
• Financial aid considerations
• Education planning strategies
• Markets, interest rates and AI
The Lebenthal Report provides perspective on the news, trends, opportunities, and risks shaping today's financial markets.
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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/