Profile and Overview of UGMA and UTMA Custodial Accounts

Beginner's Guide to UGMA and UTMA Custodial Accounts
An in-depth profile of UGMA and UTMA Custodial accounts. Identifies the ideal type of investor, advantages, disadvantages, eligibility, contribution limits, tax benefits, deadlines, and effects on financial aid.

UTMA and UGMA Custodial Account Conversions - Moving to a 529 Plan
An overview of the key points to keep in mind when considering converting a UGMA or UTMA college account to a Section 529 plan.