Series 99: 1.2.2.6.2 Uniform Transfers To Minors Act (UTMA) Account

Taken from our Series 99 Top-off Online Guide

1.2.2.6.2 Uniform Transfers to Minors Act (UTMA) Account

UTMA accounts are similar to UGMA accounts, although UTMA accounts can include a greater range of assets than UGMA accounts, including money, life insurance, stocks, and annuities. Also in contrast to an UGMA account, an UTMA account allows the custodian to name a transfer age beyond the age of majority in the state and may be as high as age 25; the age limit varies by state.

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