Articles & Resources

From the Library of Hardie Alcozer

At a glance

The blog functions as an educational hub covering estate planning, probate, guardianship and fiduciary litigation topics. The blog offers actionable tips and invites readers to contact the firm for personalized advice about how our general tips and information may apply to your situation.. Posts span topics ranging from tax considerations to powers of attorney and mediation options.

06/28/24

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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