Keen On Retirement

Investing in Your Kids and Grandkids: 529’s, Roth IRA’s, or Outright Gifts?

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Sinopsis

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.