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Showing posts with the label 529account

Starting Kids on the Path to Investing: Ensuring a Promising Future

If you have kids in your life, do your part to set them up for a bright financial future and help them get ahead. In this video, I'm going to cover the 4 types of accounts you can open for your kids, and the pros and cons of each. I'll also touch on tax considerations, plus how these accounts effect eligibility for financial aid to pay for college. Lastly, I'll share some tips on how to start educating and encouraging kids to invest in their future ***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan *** That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me. TIMESTAMPS 0:01:24 - Terminology: Owner vs. Beneficiary vs. Custodian 0:03:28 - Roth IRAs for kids (aka custodial Roth IRA) 0:06:15 - 529 accounts 0:07:25 - Coverdell ESAs 0:09:45 - UGMA/UTMA brokerage accounts 0:11:40 - Pros & cons of each account 0:15:25 - Tips to encourage kids to save