Trump Accounts: What Families Need to Know Before July 4
Enrollment for the new Trump Accounts program begins July 4, and many families have questions about eligibility, contribution limits, government-funded pilot contributions, and long-term planning considerations.
In this brief video, Gigi G. LeKites, CFP®, CRPC®, provides a straightforward overview of how Trump Accounts work and highlights key factors families should consider before opening an account.
Watch the video below to learn more and determine whether a Trump Account may fit into your family’s financial plan.
For educational purposes only. Nothing in this article is intended as individualized investment advice. PKS Investment Advisors, LLC (“PKS”) is a registered investment advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. PKS does not provide tax or legal advice; you should consult with your trusted tax or legal professionals before acting on any suggestions in this article. Examples and illustrations are purely hypothetical in nature, and do not represent actual PKS clients. Past performance is no guarantee of future performance.
