Podcasts / The 411 On 401K

Episode 18 – Saving for My Child’s Future: 529’s vs. Minor Brokerage Accounts (UTMA)

Peter Mallouk and his guest, Don Recker, discuss common options for saving for your child’s future. They review Uniform Gift to Minor Accounts (UTMA) and 529 College Savings Plans: focusing on contributions, taxes, and how to decide which account may be best for your situation. Listen in as we explore these topics in greater detail.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

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PETER MALLOUKPRESIDENT, CREATIVE PLANNING