The Steady Investor
Region: US
Tuesday 01 September 2026 19:56:11 GMT
7424
164
12
31
Music
Download
Comments
Dustin Dalziel :
I'm wondering if there should be a third option to consider, putting that money into a brokerage account and fund a S&P500 stock. Is that extra flexibility worthwhile over the tax benefit of the other 2? Obviously doing both would be best, but not always feasible.
2026-09-03 12:50:51
2
Garringer Lifestyles :
Too old for Trump. But the old Coverdell ESA was limited to $2k per year, which wouldn’t pay for public in state. We can contribute $38k a year to 529. Each grandparent can put $19k in in addition to the $12k tax free gift. I know estate taxes have changed but giving the money through gifts and 529 is huge for taxes if estate taxes ever come back into play for the middle class. Don’t give it to me or leave it for grandkids, use the gift and 529 because we not getting any FAFSA and cash flow is a problem unless you go HELOC
2026-09-02 13:27:03
0
robpayneusaf :
we're planning to fund a trump account for our kids fully (if we're able to), then for the first few years after they turn 18, convert some of the balance to a roth IRA. Their income should be lower at that point than it will be the rest of their life's, so the tax bill will be minimal if anything at all.
2026-09-02 14:39:32
0
Wildmatters user5 :
There is another account i almost fell for being the real you
2026-09-02 02:04:21
0
X :
Loving your channel
2026-09-01 22:54:52
1
LZ :
Love your content! Can you make a video on the best investment for your child from a tax advantage perspective? Like if you could park their future funds in one single account what would it be? Would that be a trust or a custodial brokerage account or adding them as a beneficiary in your own brokerage account?
2026-09-02 18:59:57
1
Taylorken Economics :
Put in $500 and now I'm up $5K. Really happy with Steve skills and the results @Steve Jay ✨
2026-09-02 18:16:41
0
To see more videos from user @rickythesteadyinvestor, please go to the Tikwm
homepage.
