#216 - Trump accounts: what they are, how they work, and use cases
About this episode
Andy discusses the details and use cases of Trump accounts in retirement planning.
Andy discusses the ins and outs of Trump accounts: Legislative backgroundHow to open themHow to fund themInvesting inside themHow to distribute from themReporting around themTaxation of themThe two potential worthwhile use cases I see for them Links in this episode: My in-depth write-up of Trump accounts, including all of the links I referenced in the show - Trump accounts: what they are, how they work, and use cases Tenon Financial monthly e-newsletter - Retirement Planning InsightsYouTube...
More episodes of Retirement Planning Education, with Andy Panko
- #221 - Retirement planner chat with Ryan Langan from Your Path Fi
- #220 - How to move to a new state...tax compliantly
- #219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!
- #218 – "Real" person retirement planning chat with Mark
- #217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!
- #215 - Summary of the 2026 annual Social Security trustees report
Explore listener stats, chart rankings, contacts and more on the Retirement Planning Education, with Andy Panko podcast page.