What Clients Are Already Asking FAs About ‘Trump Accounts’

We’ve had several families reach out these last few weeks with questions about the new Trump Accounts for kids (also referred to as 530A accounts). While there are still many unknowns around how the program will ultimately work, the topic is generating a lot of interest.

Our Co-Founder and Managing Director, Guilian DiLeonardo, CFP®, was recently featured in Financial Advisor IQ, where he shared his perspective on how these accounts compare to other early-childhood savings options and what families should be mindful of as the details continue to evolve.

Click here to read the full article. 

Have a question or want help understand the options for your kids? Contact us today to schedule a complimentary Q&A with one of our team members.

 

Disclosure: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice, an offer to buy or sell securities, or a recommendation of any strategy. Investment and tax laws can change, and the concepts discussed may not apply to every individual situation. Liberty One Wealth Advisors and its affiliates do not guarantee the accuracy or completeness of any statements, qualitative or numerical, contained herein. Nothing in this communication is intended to constitute legal or tax advice. Readers should consult with a qualified attorney or tax professional regarding their specific circumstances before making any decisions. All investments involve risk, including the potential loss of principal, and no strategy ensures success or eliminates risk.

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