---
title: "Family Investing Guide"
description: "19 guides for families on teaching kids about money, custodial accounts, 529 plans, college aid, estate planning, divorce, blended families."
canonical: https://www.getswoopr.com/investing-by-age/families/
source: "Swoopr Investment: https://www.getswoopr.com"
---

## Direct Answer



19 guides for families on teaching kids about money, custodial accounts, 529 plans, college aid, estate planning, divorce, blended families.





    


# Family Investing Guide






Guides for families navigating investment decisions across generations: teaching children about money, opening custodial accounts, funding 529 plans, coordinating beneficiary designations, planning for college aid, and handling the financial complexity of divorce, blended families, and business succession.




## Teaching and Building Foundations



- [Talking to children about money and investing](https://www.getswoopr.com/investing-by-age/families/intro-kids/)
- [UGMA/UTMA custodial accounts for minors](https://www.getswoopr.com/investing-by-age/families/custodial-accounts/)
- [529 college savings plan fundamentals](https://www.getswoopr.com/investing-by-age/families/529-basics/)
- [Roth IRA for teens with earned income](https://www.getswoopr.com/investing-by-age/families/roth-for-kids/)
- [Parent-child investment matching programs](https://www.getswoopr.com/investing-by-age/families/matching/)




## Family Financial Practices



- [Teaching investing with allowance money](https://www.getswoopr.com/investing-by-age/families/allowance-investing/)
- [Annual family financial meetings](https://www.getswoopr.com/investing-by-age/families/family-meetings/)
- [Family beneficiary designation coordination](https://www.getswoopr.com/investing-by-age/families/beneficiary-review/)
- [Generation-skipping trust basics](https://www.getswoopr.com/investing-by-age/families/generation-skip/)
- [Annual gift tax exclusion strategies](https://www.getswoopr.com/investing-by-age/families/gifting/)




## College, Inheritance, and Complexity



- [FAFSA and financial aid impact of investments](https://www.getswoopr.com/investing-by-age/families/college-aid/)
- [Preparing heirs to inherit wealth](https://www.getswoopr.com/investing-by-age/families/inheritance-planning/)
- [Intra-family loans and IRS AFR rules](https://www.getswoopr.com/investing-by-age/families/family-loan/)
- [Investing while supporting parents and children](https://www.getswoopr.com/investing-by-age/families/sandwich/)
- [Protecting investment accounts in marriage](https://www.getswoopr.com/investing-by-age/families/prenup-assets/)




## Special Situations



- [QDRO and dividing retirement accounts in divorce](https://www.getswoopr.com/investing-by-age/families/divorce-accounts/)
- [Blended family estate and investment coordination](https://www.getswoopr.com/investing-by-age/families/blended-family/)
- [Surviving spouse financial transition](https://www.getswoopr.com/investing-by-age/families/widow-finances/)
- [Family business succession and investment integration](https://www.getswoopr.com/investing-by-age/families/family-business/)




[Full Investing by Age overview](https://www.getswoopr.com/investing-by-age/)








[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/) produces independent investment education and research content.



Corrections: [corrections policy](https://www.getswoopr.com/legal/corrections-policy/). Standards: [editorial standards](https://www.getswoopr.com/legal/editorial-policy/).