Retire With Ashley

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.

If you're 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you're in the right place! This week's theme is:

Listener Questions - September 2024 Edition

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast.

The theme this week was: Best Investment Accounts For Grandchildren

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren

Today, I'm talking about using a Roth IRA for kids. These are often called custodial Roths, and they have special requirements and rules that you'll need to know, and some drawbacks to be aware of, but they can be a great way to save and invest early and give them an extra decade of saving and investing for retirement, which is huge.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren

Today, I'm talking about using investment accounts for minors to save and invest for grandchildren.They are sometimes referred to as custodial accounts, UTMA, or UGMA accounts.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren.

Tomorrow, I'm going to talk about UTMA or UGMA accounts for minors. These are popular vehicles for grandparents to save for their grandchildren, but they have some real and important drawbacks, like the fact that once Junior reaches adulthood, which could be anytime between 18-25 depending on what state you live in, that money is theirs and they can blow it on anything they like.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren

Today, I'm talking about why I like trust accounts for grandchildren.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren

Today, I'm talking about why I love the 529 college savings account and why it's my go-to when clients come to me asking for advice on setting up accounts for their grandchildren.