Smarter Ways To Financially Help Your Children & Grandchildren

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

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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