Search
Close this search box.
Blue Line Capital offers a range of investment options tailored to meet the needs of families planning for their children's future. With Blue Line Capital's comprehensive suite of plans, families can effectively prepare for both general investment goals and specific educational needs.

UGMA/UTMA:

A UTMA or UGMA custodial account is a versatile investment vehicle designed to help minors save and invest, managed by an adult custodian until the minor reaches the age of majority.

UTMA and UGMA accounts are taxable investment accounts designed to benefit a minor but are managed by an adult custodian (such as a parent, guardian, or relative) until the minor reaches the age of majority, which varies by state. Upon reaching this age, the account assets are transferred to the minor, who then assumes control of the account.

529

A 529 college savings plan is a state-sponsored investment account designed to help you save for a beneficiary's education expenses. Funds can be withdrawn tax-free to cover nearly any type of college expense. Additionally, 529 plans may offer extra state or federal tax benefits.

Stay connected

Never miss out on all things Blue Line Capital related, stay connected with our team to build your dream financial future. 

Facebook

X