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Investing for Kids: Roth IRAs, 529 Plans & Tax Strategy with Kyle Beltle
https://dominicdelaquil.com
https://fiforkids.com
Want to set your children up for life while saving money on your taxes today? In this episode of FI for Kids, host Dominic DeLaquil sits down with Kyle Beltle, a CPA and certified tax coach, to reveal the blueprint for raising financially independent children.
We go beyond basic allowances and dive into advanced money management and tax strategies that most parents overlook. Kyle explains the crucial difference between a traditional CPA and a proactive tax coach, and how the latter can save your family thousands.
In this episode, we cover:
- Entrepreneurship for families: How involving kids in the family business can teach valuable lessons and provide tax benefits.
- Investing for the future: The power of Roth IRAs for young savers and how to maximize 529 plans for education (and beyond).
- Financial Education: Tailoring money lessons to your child's specific personality type.
- Wealth Strategy: How to use UTMA accounts and alternative investments to secure your family's financial freedom.
Whether you are looking to optimize your tax strategies or simply want to give your kids a head start on financial independence, this conversation is packed with actionable advice.
Timestamps:
- 00:00 Introduction to Financial Independence for Kids
- 01:26 Growing Up with Financial Education
- 08:24 Practical Approaches: Teaching Kids About Money
- 14:01 Tax Strategies for Financial Empowerment
- 18:57 Maximizing 529 Plans & Education Savings
- 24:30 Hiring Your Kids: Entrepreneurship & Tax Benefits
- 32:51 Retirement Account Optimization for High Earners
- 41:30 The Difference Between a CPA and a Tax Coach
Support this podcast at — https://redcircle.com/fi-for-kids/donations
View all episodes
By Financial Independencehttps://dominicdelaquil.com
https://fiforkids.com
Want to set your children up for life while saving money on your taxes today? In this episode of FI for Kids, host Dominic DeLaquil sits down with Kyle Beltle, a CPA and certified tax coach, to reveal the blueprint for raising financially independent children.
We go beyond basic allowances and dive into advanced money management and tax strategies that most parents overlook. Kyle explains the crucial difference between a traditional CPA and a proactive tax coach, and how the latter can save your family thousands.
In this episode, we cover:
- Entrepreneurship for families: How involving kids in the family business can teach valuable lessons and provide tax benefits.
- Investing for the future: The power of Roth IRAs for young savers and how to maximize 529 plans for education (and beyond).
- Financial Education: Tailoring money lessons to your child's specific personality type.
- Wealth Strategy: How to use UTMA accounts and alternative investments to secure your family's financial freedom.
Whether you are looking to optimize your tax strategies or simply want to give your kids a head start on financial independence, this conversation is packed with actionable advice.
Timestamps:
- 00:00 Introduction to Financial Independence for Kids
- 01:26 Growing Up with Financial Education
- 08:24 Practical Approaches: Teaching Kids About Money
- 14:01 Tax Strategies for Financial Empowerment
- 18:57 Maximizing 529 Plans & Education Savings
- 24:30 Hiring Your Kids: Entrepreneurship & Tax Benefits
- 32:51 Retirement Account Optimization for High Earners
- 41:30 The Difference Between a CPA and a Tax Coach
Support this podcast at — https://redcircle.com/fi-for-kids/donations