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Investing for Young Adults

Provider: CeriFi Checkpoint Learning

Taxes 0.2 CPE Credits Overview QAS self study
Planning for the next generation includes both estate and gift planning strategies as well as helping the next generation get a financial head start. The younger a taxpayer begins investing, the greater the benefit they will receive from compounding investment returns. The best way to start a taxpayer investing young is when they receive financial education at home and when their parents or grandparents can help them at the youngest age possible. This short course gives some strategies for helping the next generation financially, starting at a very young age. Spidell's Federal Taxletter supplied materials used for this course. <br/><br/> This overview course may be appropriate for professionals at all organizational levels.

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