529 v. Custodial/UTMA/UGMA pros and cons
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Comparison or flow-chart for parents/grandparents to decide if gifting to a 529 or an UTMA/UGMA would be better for their purposes. Includes tax considerations, accessibility, possible uses, level of adult/gifter control.
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26 Jul, '24
Jordan DeBoerHighlighted comment
I just created another suggestion (because I couldn't find this one) that also includes adding custodial Roth IRA's as well. So mine Is more of a broad pro/con list of each. But anything in this category for minor accounts would be great to have!