Saving for Children: How the Latest Account Options Stack Up
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com 🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/las... Is the new federal kids savings account a smart way to build long-term wealth? CFP Professionals Archie Hoxton and Financial Advisor Jimmy Sutch break down the newly proposed federal savings vehicle for children and how it compares to UTMAs, 529 plans, and custodial IRAs. They cover contribution limits, tax treatment, funding flexibility, and strategies for turning early savings into meaningful retirement assets, including potential Roth conversion opportunities. If you’re looking for practical ways to give a child or grandchild a financial head start, this episode walks through what you need to know. Have questions? Drop them in the comments — we’d love to hear from you. Get their book! Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/ 00:00 Introduction 05:11 After-Tax $5K Contribution Limit 08:39 Institutional Contributions to Accounts 09:40 Non-Deductible IRA Overview 15:56 Giving Kids a Financial Leg Up Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you. Visit: http://www.thelastpaycheck.com You can also listen to Last Paycheck on Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1TmzPXE... Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.
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