Course curriculum

  • 1

    Module 0: Start Here!

    • Welcome and Course Overview

    • VIP Facebook Group Details

    • Monthly Office Hours Schedule

  • 2

    Module 1: Custodial ROTH IRA for Kids (~60 minutes)

    • Lesson 01: Introduction to Roth IRA for Kids

    • Lesson 02: Three eligibility rules

    • Lesson 03: Pros and cons of Roth IRA for kids

    • Lesson 04: How to make money as a kid

    • Lesson 05: How to hire your child

    • Lesson 06: Steps to open a custodial Roth IRA account

    • Lesson 07: Fidelity - Step by step guidance

    • Lesson 08 : Charles Schwab - E*trade - Ameritrade - Step by step guidance

    • Lesson 09: Custodial Roth IRA vs 529 Plan

    • Lesson 10: How having a custodial Roth IRA impact FAFSA eligibility

    • Lesson 11: FAQs - Custodial Roth IRA specific questions

    • Answer this question and unlock a SURPRISE BONUS!

  • 3

    Module 2: UTMA/UGMA Brokerage Accounts for Kids (~20 minutes)

    • Snapshot

    • Lesson 01: What is an UTMA/UGMA account?

    • Lesson 02: Pros and Cons of UTMA/UGMA accounts

    • Lesson 03: How UTMA/UGMA impacts financial eligibility

    • Lesson 05: The kiddie tax and how to avoid it

    • Lesson 06: How I personally use UTMA/UGMA accounts for my kids

  • 4

    Module 3: 529 College Savings Plan (~60 minutes)

    • Snapshot

    • Lesson 01: Introduction to 529 College Savings Plan

    • Lesson 02: Qualified and Nonqualified Expenses

    • Lesson 03: What is the best 529 plan?

    • Lesson 04: How much should you contribute every month into your child's 529?

  • 5

    Module 4: How to teach your kids about investing (release date Feb 21st)

    • PLACEHOLDER

    • Worksheet: Stock Tracker for Kids

  • 6

    Module 5: You Did it! (~5 minutes) - (release date Feb 21st)

    • Final request