Generational Tax Planning and New Child Investment Accounts
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to discuss newly introduced child investment accounts designed to help families build long-term wealth for the next generation. Established under recent legislation, these accounts allow contributions for children regardless of earned income and even include government seed funding for those born within a specific window. The team explains how the accounts are funded, their tax treatment, contribution limits, and how they convert to traditional IRAs at age 18. They also explore how…
The skinny
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