Kristia Adrian

Kristia Adrian, Executive Director at J.P. Morgan and a 529 specialist, shares her expertise on navigating 529 plans in the Tri-State area. She explains the basics of 529 plans, recent legislative changes expanding their uses, and how they can benefit families. Discover the differences between direct-sold and advisor-sold plans and the significance of state tax deductions in New York, New Jersey, and Connecticut. Kristia also offers practical tips for optimizing education savings and highlights the importance of starting early.