Episode 449: The Hidden Power of Trump Accounts — What Nobody is Telling You

About this episode

This episode discusses the implications of recent I.R.S. clarifications on Trump accounts and explores various financial planning options.

In this episode, we ask: How has the I.R.S. clarified things with a recent notice on the Trump account? What changed Mark’s mind about the Trump accounts? Can you convert a Trump account into a Roth IRA when the kid turns 18? Why not put money into a 529 plan instead? What about layering this...

Topics covered

• Trump accounts
• I.R.S. clarification
• Roth IRA conversion
• 529 plan
• financial planning

Keywords

• Trump accounts
• I.R.S.
• Roth IRA
• 529 plan
• financial planning

Mentioned in this episode

Organizations: I.R.S.

Products: Trump account, Roth IRA, 529 plan

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