Investing in a child’s future is a proactive step that can yield significant benefits over time. Setting up investment ...
・529 plans are the leading way to save for college, but there are alternatives such as UGMA/UTMA accounts and Roth IRAs. ・Each option carries distinct advantages and drawbacks, particularly when it ...
As a parent or expecting parent, you’ve probably heard about the tax-deferred investment account for children created by the One Big Beautiful Bill Act. While these “Trump accounts” might sound like a ...
Many parents and grandparents want to set money aside for a child’s future but aren’t sure of the best way to do it. One option that often flies under the radar is using a UTMA (Uniform Transfers to ...