About this episode
This episode discusses strategic investment options for education savings amidst rising college costs.
Season 16 Episode 08College costs have soared well beyond inflation, making education planning a critical challenge for families and advisors. With public and private tuition rising faster than household incomes, the conversation has shifted from simply saving to strategically investing for education. Choosing the right vehicle—like a 529 plan—can make a meaningful difference, offering tax-deferred growth, tax-free withdrawals, and state-level benefits. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Tricia Scarlata, Head of Education Savings at J.P. Morgan Asset Management, as they share actionable perspectives and personal experiences on building smarter education savings plans.
People in this episode
Guests: Gabriela Santos, Tricia Scarlata
Topics covered
- education savings
- college planning
- 529 plans
- investment strategies
- financial planning
Keywords
- college savings
- 529 plan
- education funding
- financial advice
- tuition costs
Mentioned in this episode
Organizations: J.P. Morgan Asset Management
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