So, what exactly is a Custodial Roth IRA?

In this Course, CPA, UCLA Instructor and Kids Money Academy founder, Dee, will explain...

  • Everything you need to know to understand the Custodial Roth IRA and how it works

  • How to open a Roth IRA for your kid

  • What a Roth IRA can be used for and what kinds of funds qualify for it

  • Including a companion workbook to apply it to your situation!

What will you learn?

  • 1

    Module 0: Start Here!

    • Welcome and Course Overview

    • VIP Private Facebook Group Details

    • Quarterly Office Hours Schedule
  • 2

    Module 1: Introduction to Roth IRA for Kids (~15 minutes)

    • What is a custodial Roth IRA ?

    • Three eligibility rules

    • Pros and Cons of Roth IRA for Kids
  • 3

    Module 2: How Can My Child Make Money ? (~15 minutes)

    • How to make money as a kid

    • How to hire your child

    • Babysitting Income Tracker

    • Tutoring Income Tracker

    • Car Wash Income Tracker
  • 4

    Module 3: How to Open a Custodial Roth IRA (~10 minutes)

    • Best brokerage firms

    • Charles Schwab - E*trade - Ameritrade

    • Fidelity

  • 5

    Module 4: Roth IRA and College Planning (~10 minutes)

    • Roth IRA vs 529 Plan

    • How having a custodial Roth IRA impact FAFSA eligibility
  • 6

    Module 5: Frequently Asked Questions (~5 minutes)

    • FAQ
  • 7

    Module 6: You Did It! What's Next? (~10 minutes)

    • What is next?

    • Graduation!

    • Final request

Testimonials

Excellent Course!

Caterina D.

This course is amazing. A deep dive into the information but easy to understand. I especially like how you walk through opening an account at the top firms. This is worth every penny.

Everything you wanted to know about custodial Roth IRA

by Berna E.

All I’m going to say If you want to open a Roth IRA for your child, you need to take this course. It’s absolutely worth your time and money. Dee was great and she explained everything clearly in an easy-to-understand manner. After taking this course, I feel comfortable opening a custodial Roth IRA for my teenager.