Family Gifting

One of the greatest gifts you can give a child is opportunity.

The joy of giving

Financial gifts can lay the foundation for the future of someone you love, whether you're helping fund a child's future education, or giving them a leg up needed to follow a dream.

Share the gift of education

A 529 college savings plan can help a child pay for one of the most crucial steps to success–an education. Anyone can open a 529, even if the child already has one. It's a great way to invest in a child's future.

Teach the value of investing

Opening a custodial brokerage account, to pass your savings on and teach a child to be a responsible saver and investor, is one of many ways to have a positive impact on future generations.

Jump-start lifelong savings

A Roth IRA for Kids can help a child save for retirement when they start their first job. It may seem early, but just think of what compounding interest over 50 or more years could do, not to mention making saving and investing a habit at an early age.

Already chosen a gifting option?

Let friends and family help with college

With the rising costs of college, it's nice to know you don't have to go it alone. With our college gifting program, relatives and family friends can help you save by gifting to an existing 529 account. Let others share in the pride that comes with helping a loved one build up college savings.

Send a young adult informative financial articles

Nothing can help a young adult avoid a financial pitfall like thoughtful guidance at the right time. Our Online Learning Kits are an easy way for you to share expert insights with someone who is just starting to make financial decisions on their own.

Need some help?

Give us a call at 800-343-3548