Trump Accounts and The Secret Child Rollover Strategy for Retirement (Ep. 51)
When planning for a child or grandchild’s future, most people naturally jump straight to 529 college plans or standard custodial accounts. But a newly created tool, the Trump Account, is introducing a whole new way to build generational wealth long before a child ever enters the workforce. In this episode of Can I Retire Now?, Nick and Becky break down how these new government-backed custodial accounts work, from the $1,000 federal match for eligible newborns to their $5,000 annual contribution limits.
Beyond the basics, Nick reveals a little-known rollover strategy that leverages the time…
The skinny
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