<p>J.P. Morgan reduces 529 plan sales charges</p>

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

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.