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Funding strategy after graduation

After Graduation

Reconnect with a J.P. Morgan Advisor

As your life and priorities change, your strategy should change with it. Refine it with the help of insights and global expertise of J.P. Morgan

Fund new goals

As your life and priorities change, your strategy should change with it. Refine it with the help of insights and global expertise of J.P. Morgan. Whether you want to travel, spend more time with family or pursue a lifelong passion, you can approach your new goals with more confidence. Read article

Empower your child to be financially independent

Emerging from college debt free is the ideal. If that’s not possible, they should know there’s an opportunity to both save for an emergency and potentially invest while paying student loans. Read article

We're here to help

Get one-on-one guidance with a dedicated advisor. Your J.P. Morgan Advisor will get to know you, your family and your goals to help you design a college planning strategy.

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Frequently asked questions

What’s a 529 plan?

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A 529 plan is a tax-advantaged investment product designed as a means of investing for education expenses.

Can 529 plans be used for K-12 education?

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Yes. A rewrite of the U.S. federal tax code in December 2017 allows money in 529 plans to be used to pay for tuition in grades K-12. At the time of the rewrite, some states needed to make amendments to their state-level 529 rules so participants can fully reap the tax-free benefits. A J.P. Morgan Advisor can recommend a plan that helps you invest for tuition and other education costs.

Can saving and investing help pay for education?

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Choosing the right savings plan and following time-tested investment strategies may help you reduce taxes, increase growth potential and accumulate more for education. Plus, there's this: it costs less to invest now than to borrow later.

Can I count on financial aid to fund college?

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While many students qualify for some financial aid, only 0.3% of college students receive a "free ride" from needs-based grants and merit-based scholarships. We’ll help you understand the many ways to pay for college and how financial aid is one piece of the pie — but probably not the whole pie.

Should I borrow money to pay for higher education?

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This is a tough call, and a personal one. Taking on additional debt now could compromise your financial future. After all, there is no such thing as financial aid for your retirement. Borrowing to pay for college is a big decision so make sure you consider the risks.

How can I work toward all financial goals simultaneously?

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Prioritizing your goals doesn't always mean ranking them by what’s next on the horizon. You don’t want to achieve one goal at the expense of another. An appropriate financial strategy starts with an assessment of your current situation and a budget to help prioritize your competing financial objectives. Meeting with a J.P. Morgan Advisor can help you determine how to accommodate multiple goals that span various timeframes.