Summary: Switching from your UTMA
Switching from your UTMA/UGMA to a 529 Plan Should you consider switching from your UTMA/UGMA to a 529 plan? This is technically possible but be aware, there are some pitfalls. Before looking at this question, it may be useful to be refreshed on the account basics. The Uniform Transfers to Minors Act (UTMA) or the [...]
Switching from your UTMA/UGMA to a 529 Plan Should you consider
switching from your UTMA/UGMA to a 529 plan? This is technically
possible but be aware, there are some pitfalls. Before looking at
this question, it may be useful to be refreshed on the account
basics. The Uniform Transfers to Minors Act (UTMA) or the [...]
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