Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Smarter Ways To Financially Help Your Children & Grandchildren


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So, what are smarter ways to save or gift to your family? In this episode listen to Tyler Emrick, CFA®, CFP® discuss how to gift wisely, be supportive of and not inhibit responsible financial behaviors, utilize intra-family loans, and optimize benefits for your family today and into the future.

 

Here’s some of what we discuss in this episode:

  • What the statistics tell us about how closely tied parents and young adult children are emotionally and financially these days.
  • Some smart ways to gift to your children and grandchildren.
  • Best practices for opening and saving into a 529 account and the mistakes you need to avoid.
  • Why you might choose to use a custodial account or Roth account instead of a 529 plan.
  •  

    Have questions?

    Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

    http://bit.ly/calltruewealth

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    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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