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What to Know Before Opening a Trump Account for Your Child

WHZ Strategic Wealth Advisors

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What to Know Before Opening a Trump Account for Your Child

34 просмотра · 7 дней назад
WHZ Strategic Wealth Advisors
104 подписчика
34 просмотра · 7 дней назад
Trump Accounts opened for contributions on the Fourth of July. Should you open one for your child? On this week's You & Your Money, Jonathan Mathews, CFP® breaks down what a 530A account actually is, what every family should understand before opening one, and why he opened accounts for his own three children, even though none of them qualify for the $1,000. Wondering how this fits your family's plan? Let's talk.  📞 (860) 928-2341 (about:invalid#zCSafez) 💻 whzwealth.com Absolute Confidence. Unwavering Partnership. For Life. Subscribe to the You and Your Money podcast (https://youandyourmoney.buzzsprout.com/) Follow us on Facebook (  / whzwealth.com  ) , Instagram (  / whzwealth  ) , LinkedIn (  / whzwealth  ) and YouTube (   / @whzwealth  ) See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com  (http://www.whzwealth.com/)