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WCI #284: HSAs, 529s, and Donor Advised Funds

White Coat Investor Podcast

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Are You a Businessman?

Jim Cevallos: I'm a couple of dink wads. We are already taking care of ourselves and funding our retirement accounts in order to reach our goals. You've mentioned in the past how you have several 529 accounts for nieces and nephews, and that's something we're thinking about as well. Do we really need to know specific information like social security numbers, birthdays, blessings and buy-in from the parents as well? Can this ever be done as a surprise for our family members?

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