Wealth Management & Financial Planning

Wealth Management & Financial Planning

Is An UTMA A Good Tool For Transferring Assets To Minor Children?

Consider This Program with Joe Clark, CFP and Aaron Rheaume.
In this segment we will cover:

Uniform Transfers To Minors (UTMA) provides a mechanism for investing assets for minor children. The age of the majority varies from state to state. Indiana’s age of majority is 21 and at that point, the child has total access to the investments without any restriction or oversight from the original donor.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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