Trump Accounts vs 529 vs Custodial Roth: Which Could Win for Your Grandkids
Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth, the rules might not be what you'd expect. In the latest episode of our podcast It's All Money, we're stacking it head-to-head against 529 accounts and the Custodial Roths to show you which one could win for your grandkids, your estate plan, and your tax bill. Marketing Director Dano Weir and Managing Principal Daren Blonski examine:
• The functional steps needed for your grandkids to potentially receive a one-time investment $1000 from the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.