Beat The Street wrote:I believe you need a series 65, you could study for 2 weeks and pass the test. It is pretty easy. You may need a series 66 instead of the 65 but I am not certain of that.
dailybagel wrote:A second option is to pass the Roth IRA to your son upon your death. This is a great vehicle for these purposes, although I realize it probably doesn't address your question.