EPISODE · Oct 11, 2023 · 22 MIN
Estate Planning With UTMAs, With Alvin Carlos
from WealthChannel Academy · host WealthChannel
Custodial accounts can be a great way to get around estate taxes, especially in states with limits significantly below the federal threshold. UTMAs can offer some marginal short-term tax savings, but lack many of the advantages of 529s when it comes to saving for college. Alvin Carlos of District Capital Management joins Michael to discuss the benefits and drawbacks of opening a custodial account for your child.
Embed this episode
Ready to play
Estate Planning With UTMAs, With Alvin Carlos
0:00
22:39
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Lead with Faith: Empowering the Next Generation
Jermaine Whiteside
The Empowering Future Leaders Podcast – Presented by Anointed Connect Academy and hosted by Jermaine E. Whiteside, Doctoral Candidate in Christian Education, this podcast is your gateway to faith-driven leadership, lifelong learning, and real-world success strategies. Each episode blends inspiration with action, spotlighting career pathways, professional exam preparation, and innovative educational resources designed to equip the next generation of leaders.With candid conversations, expert insights, and transformative stories from students, educators, and industry leaders, we address the challenges facing at-risk and underserved communities while providing tangible tools to overcome them. Rooted in Christian values and a commitment to generational impact, this podcast empowers students, parents, and professionals to break barriers, build skills, and boldly pursue their God-given purpose.
The Injury Prevention Academy Podcast
DORN Companies
Welcome to The Injury Prevention Academy Podcast with DORN!Tune in for your ultimate source of cutting-edge insights on workplace injury prevention, safety, ergonomics and wellness. Hosted by DORN and Cheryl Roy, this podcast is your go-to destination for staying informed about the latest news, trends, and data in the realm of employee well-being and workplace safety.Join us as we bring you expert interviews and thought-provoking discussions with leading voices in the field. Our goal? Empowering you to create safer, healthier work environments for your valued employees.🌟 Key Highlights 🌟🔍 Stay Updated: Get the freshest news and data surrounding workplace injury prevention, ergonomics and safety.🧠 Expert Insights: Discover valuable insights from experts covering pain management, injury prevention, safety programs and technology.🤝 Supportive Strategies: Gain actionable strategies to prioritize the safety and well-being of your employees.Whether you're a business owner, HR prof
Fearless Podcasting Academy | Unlock Your Voice and Audience
Dr. Stephanie Dean | Podcasting Strategist
Your voice has the power to inspire, impact, and ignite change—but only if people hear it. Join Dr. Stephanie Dean at Fearless Podcasting Academy, where creators and entrepreneurs learn podcasting strategies to amplify their voices and build podcasts that demand attention. Here, we don't just talk about podcasting. We talk about bold storytelling, creative innovation, and the courage to show up unapologetically. Whether you're launching your first episode or leveling up your platform, you'll get proven strategies, expert insights, and the confidence to make your message matter. Because your story isn't just worth telling—it's worth hearing. Hit subscribe and step into your fearless voice.
Remote Empire Academy
Steve Class
Remote Empire Academy PodcastDo you want to build a 7-figure real estate empire while living life on your terms? Welcome to Remote Real Estate Success, where we teach digital nomads and location-independent entrepreneurs how to invest in and manage properties from anywhere in the world.This isn't your typical business podcast. I’m Steve Calascione, and I don’t deal in fluff. Each episode is packed with real-world strategies, expert interviews, and actionable steps to help you scale your remote real estate portfolio. Whether you're traveling across the globe or working from your dream location, I’ll show you how to source lucrative properties, automate property management, and build a passive income stream—all while embracing the freedom of the nomadic lifestyle.As someone who’s successfully built multiple businesses, including a real estate brokerage and a property management firm, I’ve scaled my portfolio to manage over $50 million in assets—all remotely. Now, I’m sharing those sam
Frequently Asked Questions
How long is this episode of WealthChannel Academy?
This episode is 22 minutes long.
When was this WealthChannel Academy episode published?
This episode was published on October 11, 2023.
Can I download this WealthChannel Academy episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!