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Townsend University: 7th Edition
Understanding Trump Accounts
Please join us for a live webinar introducing the new Trump Account — 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.
DATE Thursday, August 27, 2026
TIME 1:00 PM Eastern
SPEAKER Caleb Griffith, CFP®
FORMAT Live online webinar
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
This webinar is for educational purposes only and does not constitute tax, legal, or investment advice. Trump Accounts are a new program and rules may be updated by the IRS and U.S. Treasury. Please consult your tax advisor and estate planning attorney regarding your specific situation.