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REDDIT

UTMA Tax question wanted to sanity check my understanding

H
Mar 24, 2025 · 02:00

We currently have 5k in a HYSA for each child (2), I was reading that each child can have a UTMA brokerage account. Hypothetically if we just bought bonds and the total taxable gains were < $1350 each year, my understanding is they wouldn't need to pay income tax and wouldn't need to file a return if their income is below the threshold of 1350.


We would do a 529 separately for education costs.

Thoughts on this approach? Is what I've mentioned how it would work? Would love input, thank you!