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Smarter Ways To Financially Help Your Children & Grandchildren
Manage episode 406391699 series 3404044
Content provided by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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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