UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children
UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children

UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children

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44 min
Business & Finance
Lire

Description

<p>On this solo episode of 20/20 Money I will be explaining the process of gifting of assets to your children, strategies to employ including an UTMA account, and the impact those gifts will have on you, both now and 5-10 years down the road.</p> <p>As a reminder, you can get all the information discussed in today’s conversation by visiting our website at <a href= "http://www.integratedpwm.com/">integratedpwm.com</a> and clicking on the Learning Center. While there, you can also <a href= "https://integratedpwm.as.me/?appointmentType=1713824">set up a 20-30min Triage conversation</a> to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.</p> <p>If you’re interested in having your question and your voice featured on the 20/20 Money podcast, you can <a href= "https://www.speakpipe.com/2020money">submit it here</a>. You can either include your name or submit anonymously. Please keep your questions short and to the point. Sometimes writing it down beforehand can help.</p> <p>Follow us on Instagram: <a href= "https://www.instagram.com/2020moneypod/">https://www.instagram.com/2020moneypod/</a> </p> <p><strong>—————————————————————————————</strong><br /> Please rate and subscribe to 20/20 Money on these platforms<br /> <a href= "https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2"> Apple Podcasts</a><br /> <a href= "https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA"> Spotify</a><br /> <a href="https://bit.ly/32qkOHJ">Google Podcasts</a><br /> <a href= "https://www.stitcher.com/s?fid=245757&refid=stpr">Stitcher </a><br /> <strong>—————————————————————————————</strong></p> <p>For past episodes of 20/20 Money with full companion show notes, please check out our <a href= "https://integratedpwm.com/learningcenter/?cat=podcast">episode archive here!</a></p>

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UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children - Listen Free | WowFM