Education Funding, tax-efficiently, for Children by Parents, Grandparents, Great Grandparents and Friends.
Mon, May 12, 2025, 10am
You are cordially invited to this presentation by Andy Whitman, Professor, Attorney, Volunteer Financial Planner at Prepare + Prosper, https://prepareandprosper.org/
Topics
- 529 Plans - used nationwide at eligible colleges and universities, community or technical colleges, graduate schools and for K-12 schools. Under very limiting conditions account owners can roll over unused funds into a Roth IRA for the beneficiary.
- Tuition payments made directly to a college aren't considered taxable gifts, no matter how large the payment.
- Roth Accounts for Children
- Uniform Gifts to Minors Accounts (UGMA); Can be rolled into a 529 Plan.
- Giving cash or securities.
Registration is required in advance to attend and to receive a recording. After registering, you will receive a confirmation email containing information about joining the meeting.
~ Andy Whitman, Chair, Finance & Legal interest group
Upcoming Events
Meeting to plan books for next year.
There has been a lot in the news recently about the University of Minnesota Medical School, University of Minnesota Physicians, and Fairview Health Services. Please join us at breakfast on January 8 for a respectful and engaging discussion of their relationship.
The theme for January is great MN views.
52 Loaves: One Man's Relentless Pursuit of Truth, Meaning, and a Perfect Crust by William Alexander will be the selection for discussion when the UMRA Book Club gathers via Zoom for its first monthly meeting of 2026.
Developing a sense of identity is a central psychological task of the lifespan. Memories and stories from our personal past, as well as cultural memories and stories in society play key roles in how we develop our identities. This presentation will discuss psychological theory and research on how memories and stories make us who we are.
When you are of Icelandic descent you can trace your ancestors back to around 1200 and sometimes further.
Bleak House by Charles Dickens.
Here’s another great opportunity to buy discounted tickets and join your UMRA friends to cheer for the Gophers when the Women’s Basketball team hosts the Purdue Boilermakers at Williams Arena in Minneapolis on February 1.
Join fellow UMRA members for a morning hike in Theodore Wirth Park to celebrate Groundhog Day on Monday, February 2.
UMRA’s special event for this winter will again be a celebration of brighter days and the approaching end of winter. We’ll have food, fellowship, and music provided by Urban Sound, one of the University’s premier student a cappella ensembles.
Family history with Jim Kurle. A tale of Swedish emigration to Dunn County, North Dakota, including my grandfather whose unusual relationship to several churches and religion in general was one of the reasons for his emigrating.
UMRA’s Cabinets of Curiosity tour on Thursday, February 12, will offer an inside look into the rich resources of the University Libraries Borchert Map Library. Map Librarian Ryan Mattke will showcase the treasures and innovations of one of the largest map libraries in the U.S.
Growing Up by Russell Baker.