We are CA residents and planning to open 529 at Schwab for simplicity of managing accounts in one place. I am trying to determine what should be the account ownership choice from the below
- Individual account with spouse as successor
- Joint account with spouse
- Family trust account as the owner
Greatly appreciate your responses!
- Individual account with spouse as successor
- Joint account with spouse
- Family trust account as the owner
Greatly appreciate your responses!
Statistics: Posted by BCNR — Mon May 20, 2024 12:29 pm — Replies 3 — Views 211