[PEF] Tax Strategy for Kids 101: Roth IRAs, 529s, UTMAs, Trusts & more.

​[This event is exclusively for PEF Post-Exit Founder members. By invitation-only.]

​Join Ali Moiz, co-founder of Mora Financial and a PEF member, and guest speakers to learn about how to optimally structure savings for kids. We'll cover the basics: Trusts, 529s, UTMAs, Gifting limits, and advanced strategies such as Roth IRAs for Kids. We'll use simulation calculators to compare and construct several scenarios and outcomes.

This event is focused on parents with young kids < 12.