Leverage our capabilities, maximize your opportunities
Combining a 529 plan’s tax benefits, flexibility and control with investment expertise from J.P. Morgan Asset Management
Open 529 plan accounts
63% of college savers not using tax-advantaged 529 plans, including 37% of households with $1+ million in net worth2
Capture and consolidate assets
$1.5 trillion of education savings currently in accounts not offering the income, gift and estate tax benefits of 529 plans2
Plan for more education expenses
75% of Americans unaware that 529 plans can be used for education expenses other than college as well as Roth IRA rollovers3
Retain and grow client relationships
93% of 529 users likely to stay with their advisor, and 91% would recommend that family and friends also open accounts2
Two 529 plans available across the U.S.
New York’s 529 Advisor-Guided College Savings Program
View the Plan’s income tax advantages, gift and estate tax benefits, New York state tax deductions, account features, sales literature and more.4
Future Path 529 Plan
View the Plan’s income tax advantages, gift and estate tax benefits, Nevada incentives, account features, sales literature and more.
Get our latest education planning insights
Resources for keeping your clients informed and invested
2024 College Planning Essentials
Review our annual guide to tuition costs, financial aid, investing strategies, 529 plans and more.
Ditch the college debt
Explore strategies for easing college debt burdens with student loan rates now at historic highs.
FAFSA fallout
Discover why the botched rollout of the new FAFSA is a good reminder to invest more and rely less on federal student aid.
The latest developments in college planning
See what’s happening with federal financial aid, student loans and 529-to-Roth rollovers.
Explore our full lineup of 529 plan portfolios
1 J.P. Morgan Asset Management, as of December 2024.
2 ISS Market Intelligence, 529 Industry Analysis 2024.
3 Edward Jones, May 2024.
4 Deductions are for account owners only and may be subject to recapture in certain circumstances, such as rollovers to another state’s 529 plan and withdrawals used to pay elementary or secondary school tuition.
