Course curriculum
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1
Module 0: Start Here!
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Welcome and Course Overview
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2
Module 1: Custodial ROTH IRA for Kids (~60 minutes)
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Lesson 01: Introduction to Roth IRA for Kids
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Lesson 02: Three eligibility rules
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Lesson 03: Pros and cons of Roth IRA for kids
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Lesson 04: How to make money as a kid
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Lesson 05: How to hire your child
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Lesson 06: Steps to open a custodial Roth IRA account
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Lesson 07: Fidelity - Step by step guidance
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Lesson 08 : Charles Schwab - E*trade - Ameritrade - Step by step guidance
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Lesson 09: Custodial Roth IRA vs 529 Plan
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Lesson 10: How having a custodial Roth IRA impact FAFSA eligibility
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Lesson 11: FAQs - Custodial Roth IRA specific questions
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Answer this question and unlock a SURPRISE BONUS!
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3
Module 2: UTMA/UGMA Brokerage Accounts for Kids (~20 minutes)
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Snapshot
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Lesson 01: What is an UTMA/UGMA account?
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Lesson 02: Pros and Cons of UTMA/UGMA accounts
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Lesson 03: How UTMA/UGMA impacts financial eligibility
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Lesson 05: The kiddie tax and how to avoid it
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Lesson 06: How I personally use UTMA/UGMA accounts for my kids
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4
Module 3: 529 College Savings Plan (~60 minutes)
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Snapshot
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Lesson 01: Introduction to 529 College Savings Plan
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Lesson 02: Qualified and Nonqualified Expenses
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Lesson 03: What is the best 529 plan?
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Lesson 04: How much should you contribute every month into your child's 529?
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5
Module 5: You Did it! (~5 minutes) - (release date Feb 21st)
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Final request
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