This is the story of how I filed my 14-year-old daughter’s taxes, and then opened, funded, and invested a Roth IRA for her, for tax year 2023. Piecing this process together for the first time was a bit frustrating (even for a financial planner!) so I hope you can follow along with a bit more ease.
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Several of our women clients are in committed, unmarried relationships, and have had or plan to have kids with their partners. Having kids with a partner you’re not married to is simply different than being married to the partner (co-parent), and I want to make sure you fully protect yourself and your child.
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