Vol. 01 · Issue 04

The Smart Money — Weekly personal finance dispatches

Personal finance for people who want to be great with money — written by the friend who already is.

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UTMA

Also known as: Uniform Transfers to Minors Act

What it is

A custodial account that irrevocably transfers assets to a minor, who gains full control at the age of majority (18–25 depending on state).

What it really means

You are giving an eighteen-year-old a lump sum with no strings attached. Think carefully about who that eighteen-year-old is going to be.

See also

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