Custodial Accounts

Ultimate Guide to Investment Accounts for Kids: UTMA vs 529 vs Roth IRA (2025)

Compare UTMA, 529 plans & child Roth IRAs for minors. Expert guide covers setup, tax rules, financial aid impacts, portfolio strategies, and avoids common mistakes for building your child's wealth.

UTMA Accounts Explained: What Every Parent Must Know (2025 Guide)

Comprehensive guide to UTMA accounts: Understand custodial rules, hidden tax traps, financial aid impacts, state variations, and step-by-step setup. Learn when to choose UTMA over 529 plans or trusts with real parent experiences.