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Smarter Ways To Financially Help Your Children & Grandchildren
Manage episode 406391699 series 3404044
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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.
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