Give Your Child a Financial Head Start — Without the Confusion
This easy-to-follow parent’s guide breaks down everything you need to know about custodial investment accounts (UTMA/UGMA) — from opening an account to teaching your child about money as they grow. Whether you’re saving for college, launching their first business, or just building long-term wealth, this playbook simplifies the process with step-by-step instructions, real parent examples, and expert-backed tips. Designed to be inclusive and empowering, it’s perfect for busy parents who want to invest in their child’s future with confidence.
Clear comparisons between account types
Simple tax breakdowns (including the “Kiddie Tax”)
Real-life family strategies for all income levels
Bonus: Financial education tips for kids by age
Start building your child’s financial future today.
Give Your Child a Financial Head Start — Without the Confusion
This easy-to-follow parent’s guide breaks down everything you need to know about custodial investment accounts (UTMA/UGMA) — from opening an account to teaching your child about money as they grow. Whether you’re saving for college, launching their first business, or just building long-term wealth, this playbook simplifies the process with step-by-step instructions, real parent examples, and expert-backed tips. Designed to be inclusive and empowering, it’s perfect for busy parents who want to invest in their child’s future with confidence.
Clear comparisons between account types
Simple tax breakdowns (including the “Kiddie Tax”)
Real-life family strategies for all income levels
Bonus: Financial education tips for kids by age
Start building your child’s financial future today.
