Special Accounts, Estate Planning, and Performance

Free NASAA Series 65 (Uniform Investment Adviser Law Examination) lesson in Client Investment Recommendations and Strategies. 24 min read, ~3,610 words.

529 plans allow superfunding: up to 5x the annual gift exclusion front-loaded in one year with no gift tax. UTMA/UGMA gifts are irrevocable; the minor owns the assets at the age of majority. JTWROS passes by operation of law, bypassing the will and probate. Tenancy by the entirety is for...