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Episode 121: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Tricia Scarletta, who leads the education savings business at JP Morgan Asset Management, for a deep dive into 529 plans. Tricia breaks down how 529s work, the surprising range of qualified expenses, from two and four-year colleges to trade schools, apprenticeships, tutoring, K–12 tuition, and even special‑needs supports. She also explains the new ability to roll unused funds into a Roth IRA, a feature that can jump‑start a young adult’s retirement savings. Tricia shares her own family’s journey navigating education planning, highlighting why starting early matters even when the future feels uncertain.

Guest: Tricia Scarletta

https://www.linkedin.com/in/triciascarlata/

Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.