About this episode

This episode discusses the new Trump accounts launching on July 4th and provides guidance for financial advisors.

Trump accounts go live on July 4th and we are diving into everything you need to know to help your clients navigate questions, planning opportunities and avoid surprises with these new retirement starter accounts.

People in this episode

Host: Jaime Malm

Topics covered

• retirement accounts
• financial planning
• client advisory
• tax implications
• investment opportunities

Keywords

• Trump accounts
• retirement starter accounts
• financial planning
• client questions
• investment opportunities

Mentioned in this episode

Places: Trump

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