Articles & Resources

From the Library of Hardie Alcozer

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Creating a Roth IRA for Your Teen

Creating a Roth IRA for your teen can be a valuable way to provide for them while maximizing the annual gift tax exclusion and reducing the size of your taxable estate. While Roth IRAs are generally known for their retirement saving benefits, they can also be a great vehicle for saving for college, a down payment on a home, emergency funds, or the birth of a child—all tax free!

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