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🎓 Saving for your child's future? You have more options than ever.
In the latest episode of the Retirement on the Shore Podcast, Nate Canada and Bryant Zimmerman break down three popular ways to save for children:
✅ 529 Plans
✅ UTMA Accounts
✅ The new Trump Accounts
From college funding and Roth conversion opportunities to flexibility, taxes, and long-term planning, they cover what parents and grandparents should know before deciding where to save.
Every family has different goals. The right account depends on what you want the money to accomplish and how much flexibility you may need down the road.
🎙️ Watch now and learn how these accounts can help create opportunities for the next generation.
What questions do you have about saving for your children or grandchildren? Drop them below! 👇
By Comprehensive Financial Solutions🎓 Saving for your child's future? You have more options than ever.
In the latest episode of the Retirement on the Shore Podcast, Nate Canada and Bryant Zimmerman break down three popular ways to save for children:
✅ 529 Plans
✅ UTMA Accounts
✅ The new Trump Accounts
From college funding and Roth conversion opportunities to flexibility, taxes, and long-term planning, they cover what parents and grandparents should know before deciding where to save.
Every family has different goals. The right account depends on what you want the money to accomplish and how much flexibility you may need down the road.
🎙️ Watch now and learn how these accounts can help create opportunities for the next generation.
What questions do you have about saving for your children or grandchildren? Drop them below! 👇