FEATURED: What to watch in the markets today  - read our article!

UTMA & UGMA: Understanding Uniform Transfers & Gifts to Minors

As a parent or guardian, planning for your child’s needs is top of mind. Lots of times, this leads to a conversation about saving for college, but focusing solely on education might not be the best fit for every child. Enter the UTMA or UGMA account, also known as the custodial account. What is a…

Sign up for our Newsletter and
stay informed

Leave a Reply

Your email address will not be published. Required fields are marked *