Smarter Ways To Financially Help Your Children & Grandchildren

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

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4M ago 32:24

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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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