Unified Transfer to Minors Act
March 19, 2016
Do you know what an UTMA account is? Jim, Chris and Peter discuss Unified Transfer to Minors Act accounts including: what is an UTMA? What are the rules regarding these accounts? How can you best use an UTMA account and what are their limitations? They also talk about when you’ll receive a 1099 for tax purposes when you transfer money in and out of retirement accounts.
Podcast: Play in new window | Download (Duration: 1:43:07 — 47.2MB)
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