Understanding Trump Accounts

Learn how Section 530A Trump Accounts work, who may benefit, and key considerations to know. Please join us for a live webinar introducing the new Section 530A “Trump Accounts”, a tax-advantaged savings vehicle for children created under the One Big Beautiful Bill Act. We'll cover how the accounts work, who qualifies, contribution rules, and how they may fit alongside 529 plans and other family savings strategies.

What We'll Cover

>  What a Trump Account is and how it compares to a 529 plan or custodial IRA

>  Who is eligible, including the $1,000 federal deposit for children born 2025–2028

>   Contribution rules and annual limits for parents, relatives, and employers

>  Tax treatment during the growth period and after the child turns 18

>   How Trump Accounts may fit into a broader family savings and estate plan

Watch the recording here.