06/23/2026
Ever wondered how to turn your child's savings into more flexibility?
You might think 529 plans are the only option, but there are additional strategies that may offer different features. For example, transferring funds into a Roth IRA for your child may help create a future inheritance- even if they don’t go to college.
Other options include using life insurance beneficiaries or setting up a UTMA account, which gives your children more control over their money for training, starting a business, or other ventures.
It’s all about giving your kids options and some financial backup for their dreams.
What strategy are you considering?
