DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing cover image

529, Custodial Accounts, and Joint Accounts

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

00:00

Exploring Custodial and Joint Accounts for Flexible Savings

This chapter explores the benefits of custodial and joint accounts over traditional 529 plans for education and personal savings. The discussion highlights the flexible access to funds and the significance of investing in taxable accounts to build wealth beyond retirement options.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app