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How Grandparents Can Use Custodial Roth IRAs to Help Build Multigenerational Wealth

Retirement Planning, Education Planning, Family Financial Planning, Wealth Building Brian Bordenkircher 4/29/26 Retirement Planning, Education Planning, Family Financial Planning, Wealth Building Brian Bordenkircher 4/29/26

How Grandparents Can Use Custodial Roth IRAs to Help Build Multigenerational Wealth

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BDB Wealth Advisors LLC is a registered investment adviser located in Red Lion, PA. BDB Wealth Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BDB Wealth Advisors LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BDB Wealth Advisors LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as BDB Wealth Advisors LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BDB Wealth Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BDB Wealth Advisors LLC, please contact the state securities regulators for those states in which BDB Wealth Advisors LLC maintains a registration filing. A copy of BDB Wealth Advisors LLC’s current written disclosure statement discussing BDB Wealth Advisors LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BDB Wealth Advisors LLC upon written request. BDB Wealth Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BDB Wealth Advisors LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investing involves risk, including possible loss of principal. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Investment advisory services offered through BDB Wealth Advisors, LLC, a State-registered investment adviser. State registration does not constitute an endorsement of the firm by the State nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Financial Independence Group, LLC, and BDB Wealth Advisors LLC is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. BDB Wealth Advisors LLC and Financial Independence Group, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.