#216 - Trump accounts: what they are, how they work, and use cases

Andy discusses the ins and outs of Trump accounts:

• Legislative background
• How to open them
• How to fund them
• Investing inside them
• How to distribute from them
• Reporting around them
• Taxation of them
• The two potential worthwhile use cases I see for them

Links in this episode:

• My in-depth write-up of Trump accounts, including all of the links I referenced in the show - Trump accounts: what they are, how they work, and use cases

• Tenon Financial monthly e-newsletter - Retirement Planning Insights
• YouTube channel -Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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