388. Trump Accounts: What You Need to Know Now That They're Live with Jacob Orr
Tax Smart Real Estate Investors PodcastShow Notes
Trump Accounts are now live, giving parents and grandparents another option for saving and investing on behalf of their children.
In this episode of the Tax Smart REI Podcast, Thomas Castelli, Jacob Orr, and Nate Sosa discuss how Trump Accounts work, who qualifies, how the government's $1,000 contribution is claimed, and where these accounts fit alongside strategies like 529 plans, Roth IRAs, and hiring your children in your business.
In this episode, you'll learn:
- Who qualifies for the $1,000 government contribution - Annual contribution limits - How contributions and withdrawals are taxed - How Trump Accounts compare to 529 plans - When a Roth conversion may make sense
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