Uniform Gifts to Minors Account/Uniform
Transfer to Minors Account
These custodial accounts allow you to make tax-free [deposits]
per year, per child subject to annual gift tax exclusions.
Income and capital gains exceeding $1,700 for 2007 are taxed
at the parent’s highest applicable tax rate until a
child turns 18; at that time they are taxed at the child's
rate, which is generally lower.
Ask a WSA professional about how these accounts can help
you with your education funding strategy.
Securities offered through
J.P. Turner & Company, LLC (Member SIPC).
"J.P. Turner & Company, LLC is not affiliated with Warren Steinborn Associates"
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Policy JPT050610-579
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