Giving Financial GIfts
Protect & Grow · Tim Stearns, CFP®
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Show Notes
Giving money can be nice, but giving a financial head start is even better. In this video we explore smart ways to give meaningful financial gifts such as 529 college savings plans, custodial Roth IRAs, and other long-term options that can grow over time. You will learn how these accounts work, the tax benefits they offer, and how to choose the right one based on your goals and the recipient's age. This video is perfect for parents, grandparents, or anyone who wants their gift to keep on giving. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com