Saving for Grandkids since OBBBB

from Successfully Retired · host Hamilton Brandenburg

In this episode Hamilton and Rick break down the best ways to save for a child’s future—comparing 529 plans, UTMA custodial accounts, and joint brokerage accounts. They cover the pros, cons, and recent 529 rule changes that add flexibility, including Roth IRA rollovers. The takeaway: don’t default to a 529—match the account type to your goals, control needs, and tax situation.

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This episode is 20 minutes long.

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This episode was published on September 9, 2025.

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