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

When to Rebalance?

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

00:00

Smart Investment Rebalancing for Kids

This chapter explores effective strategies for rebalancing custodial accounts, focusing on long-term equity investments and the implications of the kiddie tax. It offers practical advice on managing risks and minimizing tax impacts while planning for future financial needs, particularly concerning college funds.

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