Tax Efficient Investing FAQs, With Andy Hagans

Andy Hagans joins Michael to answer questions that listeners of the show have submitted about various tax strategies.

Michael and Andy discuss Roth IRAs for both children and startups, the tax breaks of the UTMA, and how to deal with an overfunded 529.

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Episode Highlights

  • The tax and estate planning benefits of a UTMA account.
  • Discussion of the gray area when it comes to funding a Roth IRA for your child.
  • How to get shares of a startup into your Roth IRA.
  • Overview of the options for an overfunded 529.

Episode Resources

Today’s Guest: Andy Hagans, WealthChannel

About The Tax Efficient Investor Podcast

On the Tax Efficient Investor podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies that are favored by the most successful and sophisticated investors, including 1031 exchanges, IRA & 401k plans, HSA accounts, trusts, real estate, and more.

Michael Johnston, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.