529 Plans Demystified: What Families Need to Know in Toda...

What this episode covers

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 Scarlettahttps://www.linkedin.com/in/triciascarlata/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

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Frequently Asked Questions

How long is this episode of Platinum Talks Wealth?

This episode is 19 minutes long.

When was this Platinum Talks Wealth episode published?

This episode was published on May 29, 2026.

What is this episode about?

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...

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