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Guiding Your Children to Create Wealth: A Guide to 529/UTMA/UGMA/Roth Accounts


It's apparent that many Americans lack financial literacy as adults. And that's not necessarily a fault of their own–they just haven't been taught! For those of you with kids of your own, it's your responsibility to make sure they know how to manage their money when it's time for them to fly the coop. Here are some ways you can start them early! Host: Nic Daniels BFA™, Financial Advisor The Real Money Pros ————————————————————— SPONSORS: Academy Mortgage Lively (HSAs and FSAs) Tree City Advisors of Apollon ————————————————————— Chapters: 00:00 - Intro 00:37 - 529 Plan 02:55 - Custodial Account (UTMA/UGMA) 04:14 - Minor Roth IRA 05:46 - Outro —————————————————————...(read more)



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As parents, teaching our children about money management is one of the most important tasks in ensuring their future success. It’s never too early to start teaching your children the importance of building wealth. By teaching your kids about different investment opportunities such as 529, UTMA, UGMA and Roth accounts, you can help them understand the value of saving and investing their money. 529 Plan One of the most popular investment options for parents for their children's education is a 529 plan. A 529 plan is a tax-advantaged investment account that can be used for any qualified educational expenses like tuition fees, room and board, textbooks and other qualified expenses. These expenses include elementary and secondary schools as well as colleges and universities. The funds invested in a 529 plan grow tax-free, and when the money is withdrawn to pay for qualified educational expenses, it is also tax-free. It is a great tool for parents who want to save for their child's future educational expenses. The contribution limits for the 529 plan vary from state to state, but most states allow contributions of up to $400,000 per beneficiary. UTMA and UGMA Accounts Another option for parents who want to invest in their child's future is UTMA and UGMA accounts. UTMA (Uniform Transfer to Minors Act) and UGMA (Uniform Gift to Minors Act) accounts are tax-advantaged investment accounts designed to help parents and guardians save money for their child's future. These accounts provide a way for parents to transfer assets to their children without having to set up a trust. UTMA and UGMA accounts have several advantages, including tax benefits. The investment income generated in these accounts is taxed at a lower rate as compared to the regular tax rate for adults. Moreover, the contribution limits for UTMA and UGMA accounts are relatively high, making them ideal for parents who want to invest more money for their child's future. Roth IRA A Roth IRA is another investment option that parents can teach their children about building wealth. Roth IRA is a retirement savings account that allows you to contribute after-tax money with tax-free withdrawals. The contribution limit for Roth IRA is $6,000 per year. The great thing about Roth IRA is that your child can contribute to it at an early age and watch their savings grow. By contributing to a Roth IRA, your child can start building their retirement savings at an early age and make the most of compound growth. Conclusion Teaching your children about building wealth is an essential part of their financial education. By teaching them about investment options like 529 plans, UTMA and UGMA accounts, and Roth IRAs, you can help them understand the value of saving and investing their money. Encourage your children to start saving early and help them understand the power of compounding. With the right knowledge, skills, and investment options, your children can build a happy, secure future for themselves. https://inflationprotection.org/guiding-your-children-to-create-wealth-a-guide-to-529-utma-ugma-roth-accounts/?feed_id=93444&_unique_id=64507adb4ef12 #Inflation #Retirement #GoldIRA #Wealth #Investing #529 #advisors #affiliate #boise #broadcast #brokerage #business #children #College #collegesavings #custodialaccount #daniels #education #Finance #financialadvisor #financialplanner #firm #idaho #individualretirementaccount #investing #investment #ira #kboi #LongTerm #minors #money #newstalk #nic #Planning #Podcast #Qualified #radio #Retirement #ROTH #RothIRA #savingsplan #shortterm #Stocks #Strategy #studentloan #TaxFree #taxes #therealmoneypros #treecity #UGMA #university #UTMA #westwoodone #RothIRA #529 #advisors #affiliate #boise #broadcast #brokerage #business #children #College #collegesavings #custodialaccount #daniels #education #Finance #financialadvisor #financialplanner #firm #idaho #individualretirementaccount #investing #investment #ira #kboi #LongTerm #minors #money #newstalk #nic #Planning #Podcast #Qualified #radio #Retirement #ROTH #RothIRA #savingsplan #shortterm #Stocks #Strategy #studentloan #TaxFree #taxes #therealmoneypros #treecity #UGMA #university #UTMA #westwoodone

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