Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
About this episode
This episode analyzes Trump Accounts under Section 530A, covering various estate, tax, and wealth planning considerations.
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
Topics covered
- estate planning
- tax considerations
- wealth management
- Trump Accounts
- IRC §530A
- gift tax
- IRA conversion
Mentioned in this episode
Organizations: The American College of Trust and Estate Counsel, ACTEC
Products: Trump Accounts
Books & works: IRC §530A, Section 529
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