Latest / The Real Investment Show (Full Show)
7-24-26 Financial Fitness Friday - Trump Accounts - What Parents Need to Know
What are Trump Accounts, and could they reshape how families save and invest for the next generation? Richard Rosso & Jonathan McCarty break down how Trump Accounts work, who qualifies, how they're funded, the role of employers and charitable contributions, and how these new custodial accounts compare with traditional UGMA and UTMA accounts. We also discuss investment choices, withdrawal rules, inflation considerations, and the potential addition of publicly traded securities. Beyond the mechanics, we explore the broader goal of improving financial literacy, raising financially responsible…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.