Why $25 a Month Matters for Your Child's Future
Learn about why $25 a month matters for your child’s future and how it can help your family's financial future.
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The Benefit of Starting Before Kindergarten vs Waiting
Starting before kindergarten gives investments maximum time. See the dramatic difference early starting makes.
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Why UTMA Often Beats CDs or Savings for Grandkids
Traditional savings vehicles underperform for long-term goals. UTMAs often offer better growth potential for grandkids.
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Job worries are rising - here’s what to do for your kids
Job market uncertainty affects family financial planning. Protect your children's future despite economic volatility.
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Gas Down Slightly? Redirect the Savings to Your Grandkids
Lower gas prices create unexpected savings opportunities. Redirect those savings to your grandchildren's future.
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Credit Card Use Is Down. Use That Space to Fund Your Kid’s Future
Declining credit card use frees up cash flow. Redirect that $25 monthly to fund your child's future.
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Boomers over-gift; here's a smarter way
Grandparents often want to shower their grandkids with love, and what better way than gifts?
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Money talk with your partner: 10-minute plan
Talking about money with your partner doesn't have to be hard. Use this ten-minute plan to get aligned on finances.
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What Can a UTMA Actually Pay For?
UTMA accounts can fund much more than you might think. Discover the full range of qualifying expenses.
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“Buy Now, Pay Later” is moving into groceries and bills—here’s why that’s risky
Buy now, pay later is expanding into everyday purchases. Understand the risks before falling into this debt trap.
Continue Reading →Don’t just take our word for it
Hear what trusted money experts say about why UTMA and UGMA accounts can be a smart way to invest for a child’s future.
Investing for your kid’s future
Dave Ramsey
Personal Finance Expert
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There are some tax advantages to using UGMA and UTMA accounts… Since they’re in your child’s name, the accounts will be taxed according to their tax bracket… There are no contribution limits on UGMA and UTMA accounts.
Dave Ramsey
Personal Finance Expert
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Straightforward “starter” investing account for kids
Jill Schlesinger
Emmy winning Business Analyst
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…you could consider opening an account where you can dive deeper with the kids by your side. The easiest way to do so is to open a custodial account, known as an UGMA … or UTMA … account.
Jill Schlesinger
Emmy winning Business Analyst
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Give children money that can accumulate over time
Jim Cramer
CNBC Host
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You can give children money that can accumulate somewhat tax-free over time... I love them (UTMAs) because they were like, trusts that you didn’t need lawyers to create.... I think it’s one of the better tax breaks around though. I know hunting for tax breaks may not sound very exciting, but that’s how you take care of your family.
Jim Cramer
CNBC Host
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