In this online course, you’ll learn:
What is a Custodial Roth IRA?
Everything you need to know to understand the Custodial Roth IRA and how it works without the complicated finance jargon or math that requires a Stephen Hawking level genius, including how to open a Roth IRA for your kid, what it can be used for, and what kinds of funds qualify for it.
How to Set Up and Effectively Utilize a Custodial Roth IRA
How to set it up properly, how it works overtime as you add to it, the simple math, the tax aspects, and how to talk to your kids about it!
What you can do with a Custodial Roth IRA over time
How to track its growth, how and when to hand over responsibility to your children, how to know when to take money out of it, penalties for withdrawing early, and how to include it in your financial literacy education for your money-smart kid!
Quarterly live Zoom calls so you leave completely clear and confident about your child’s Custodial Roth IRA
Lifetime access to the course