My #1 Tip to Make Your Kid a Millionaire

My #1 Tip to Make Your Kid a Millionaire

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In this episode of the Sunlight Tax Podcast, I’m discussing the benefits of tax-advantaged savings for children, specifically focusing on a Roth IRA for kids. I explain how parents can open a custodial Roth IRA for their kids, the advantages of a Roth IRA, and the importance of teaching children about compound interest and financial literacy. 

This episode also emphasizes the long-term benefits of starting early with investments and how this can empower the next generation financially.

Also mentioned in today’s episode:

00:00  Introduction to Tax-Advantaged Savings for Kids

05:42  Understanding Roth IRAs for Minors

10:32  Teaching Kids About Compound Interest and Financial Literacy


Takeaways

  • Open a custodial Roth IRA for your kids to save on taxes.

  • Kids can have a Roth IRA if they earn income.

  • Roth IRAs allow tax-free withdrawals in the future.

  • Teaching kids about money can empower them financially.

  • Compound interest can significantly grow investments over time.

  • Matching your child's earnings in an IRA is allowed.

  • Most kids will pay no taxes on their Roth IRA withdrawals.

  • Investing in index funds is a good strategy for kids.

  • Financial literacy is crucial for the next generation.

  • This is a great opportunity to teach kids about investments.

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Links:

Roth vs Traditional IRA: Does it even matter?

How to fund your IRA: Pay yourself first

Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You’re Self-Employed.

Link to pre-order my workbook, Taxes for Humans: The Workbook

Get your free visual guide to tax deductions

Check out my program, Money Bootcamp

Watch YouTube video version

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Mindset Shift: How to Own More in Your Life