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Videos

A Rundown on Trump Accounts

There’s a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18.
Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a broader financial strategy?
In our new video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a clear overview of what you need to know. The video reviews:
  • 💰The basics of Trump Accounts
  • 💸How they are funded and how withdrawals work
  • How to enroll a child in a Trump Account
  • 🏢What corporations and philanthropists should understand before participating

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