Feb
24

UTMA/UGMA accounts provide a simpler way for minors to hold assets, though they lack certain tax benefits of 529 plans. We explain the trade-offs so you can pick the right vehicle for your family. Keep your child’s future flexible. Call 818-435-4555


UTMA/UGMA accounts provide a simpler way for minors to hold assets, though they lack certain tax benefits of 529 plans. We explain the trade-offs so you can pick the right vehicle for your family. Keep your child’s future flexible. Call 818-435-4555 or email david@shidoosh.com to explore accounts! 🏦🔍 #UTMAUGMA #TradeOffs #ChildAssets #FamilyChoice #FutureFlexibility


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