1 J.P. Morgan Asset Management, as of March 31, 2023.
2 ISS Market Intelligence, 529 Industry Analysis 2022.
3 Maximum gifts are $170,000 per beneficiary from married couples filing jointly and $85,000 from single tax filers. No additional gifts can be made to the same beneficiary over a five-year period. If the donor does not survive the five years, a portion of the gift is returned to the taxable estate.
4 J.P. Morgan Asset Management, as of December 31, 2022.