Skip to content

Home
About
- Our Mission
- Team
- Press
- Contact Us
Pricing
Learn
Gifting

Home
About
- Our Mission
- Team
- Press
- Contact Us
Pricing
Learn
Gifting

Need a tax break? Here are accounts that can ease tax burdens during big life transitions.

Need a tax break? Here are accounts that can ease tax burdens during big life transitions.

Recent Posts

7 baby shower cake ideas that are sure to steal the show

February 22, 2023/

0 Comments
Saving for college—when is the right time to start?

February 22, 2023/

0 Comments
3 advantages of using a UTMA account to quick-start your child’s future

February 22, 2023/

0 Comments
How much to spend on a baby shower gift in 2023

January 30, 2023/

0 Comments
7 Tips for Setting Financial Goals in the New Year

January 3, 2023/

0 Comments

Blog Categories

529 Plan
529 Plan
buying and selling crypto
College
College
College Savings
College Tuition
crypto
crypto 101
crypto risks
Education
ESG
Families of U-Nest
Families of UNest
Parenting
Product
Promotions
Taxes
U-Nest
Uncategorized
UNest
UTMA
UTMA account

Get the app

Product

Financial Learning
College Calculator
Get a Gift
FAQ

Financial Learning
College Calculator
Get a Gift
FAQ

Who we are

About Us
Blog
Team
Press

About Us
Blog
Team
Press

Legal

Disclosures
Legal Documents
Privacy Policy

Disclosures
Legal Documents
Privacy Policy

Follow us

Facebook
Twitter
Instagram
Linkedin

Facebook
Twitter
Instagram
Linkedin

Best Mobile App

Gold Winner

All investing involves risk.

This website is operated by UNest Advisers, LLC., an SEC Registered Investment Advisor. Brokerage services are provided to clients of UNest Advisers by UNest Securities, LLC, an SEC registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see https://www.sipc.org. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your investment risk tolerance, objectives and UNest pricing before investing. Past performance does not guarantee or indicate future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide tax advice. Please consult a tax professional for such information. To understand Calculation Methodology, refer to the Disclosure about College Savings Calculator. You can review more information about our services at the UNest ADV brochure and Customer Relationship Summary.

The savings calculation is based on the following assumptions. You contribute $250 every month to the account for 18 years. The account earns an annual return of 8%. The traditional advisor charges a 1% annual advisory fee, and the investment fund has a 0.45% expense ratio. UNest charges a $4.99 monthly membership fee which includes advisory services, and the investment funds have an average expense ratio of 0.07% annually. Additional details on the calculation can be made available upon request. The actual costs of working with a specific financial advisor may be different than this assumption. There is no guarantee of returns, and you may lose money, including the principal amount you invest.

Any and all offers related to cryptocurrency are made by UNest Crypto, LLC. This is not an offer to buy or sell any securities or invest in any particular strategy. This offer is not affiliated with UNest Advisors, LLC or UNest Securities, LLC. Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC insurance. Crypto Investing involves significant risk, including but not limited to market swings or flash crashes. Cryptocurrency markets and exchanges are not regulated with the same controls and protections as equity trading. UNest Crypto accounts are not UTMA/UGMA’s. They are individual brokerage accounts in your name and are treated as such for tax reporting and legal purposes. Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. The testimonials are voluntarily provided, are not paid, nor were they provided with free products, services, or any benefits in exchange for their statements. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success.

© 2018-2023 UNest Advisers, LLC. All rights reserved.