Episode #120

20/20 Money Episode #120 – UTMAs and 529s and gifts, oh my!—different vehicles to invest for your children

February 22, 2021

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.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation 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.

If you’re interested in having your question and your voice featured on the 20/20 Money podcast, you can submit it here. 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.

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Episode Transcript

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