EPISODE · Jun 1, 2017 · 33 MIN
Investing in Your Kids and Grandkids: 529's, Roth IRA's, or Outright Gifts?
from Keen on Retirement
Retirement planning isn't just about fueling up for the flight to that dream destination. A lot of my clients at Keen Wealth also want to plan the most tax-efficient and responsible ways to set aside resources now that will support their kids and grandkids as they get started on their financial journey. That may mean a college education, buying a first home, or even giving them a head start on their retirement planning. On today's show, we weigh the pros and cons of various investment and savings accounts to help you pick the best tools to provide for your child, and impart a little financial guidance to your heirs in the process.
NOW PLAYING
Investing in Your Kids and Grandkids: 529's, Roth IRA's, or Outright Gifts?
No transcript for this episode yet
Similar Episodes
Aug 28, 2025 ·25m
May 29, 2025 ·35m
Sep 5, 2024 ·21m