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๐ผ Want expert help in planning for your financial future?
Apply for a consultation here ๐ https://calendly.com/erg-kc/introductory-phone-call-with-erg
A new type of government-backed savings account for children, commonly referred to as a Trump Account, is set to launch in 2026, and itโs already drawing attention from parents and grandparents alike. The details are still being finalized but Tyler Moison, CFPยฎ joins the show to walk through what we know so far, how these accounts work, and what questions still need to be answered.
While this new program doesnโt replace thoughtful planning, it may become a valuable tool for families looking to build financial momentum for the next generation.
Hereโs what we cover in this episode:
๐ถ Who Qualifies for a Trump Account
๐ Enrollment & Launch Timeline
๐ฐ Contribution Limits & Who Can Fund It
๐ Investment & Growth Structure
๐งพ Taxes, Withdrawals & Qualified Uses
ย
๐ Call us: 913-393-4724
๐ Visit our podcast website:ย https://listentoscott.com/
๐๐ ๏ธ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here ๐ https://keap.page/bu413/exceptional-retirement-youtube.html
ย
๐ฅ Subscribe to our YouTube channel for more retirement insights!
๐ http://youtube.com/@erg-kc?sub_confirmation=1
ย
๐ฐ Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
ย
๐ Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
ย
#retirement #retirementplanning
By Scott Dougan4.3
33 ratings
๐ผ Want expert help in planning for your financial future?
Apply for a consultation here ๐ https://calendly.com/erg-kc/introductory-phone-call-with-erg
A new type of government-backed savings account for children, commonly referred to as a Trump Account, is set to launch in 2026, and itโs already drawing attention from parents and grandparents alike. The details are still being finalized but Tyler Moison, CFPยฎ joins the show to walk through what we know so far, how these accounts work, and what questions still need to be answered.
While this new program doesnโt replace thoughtful planning, it may become a valuable tool for families looking to build financial momentum for the next generation.
Hereโs what we cover in this episode:
๐ถ Who Qualifies for a Trump Account
๐ Enrollment & Launch Timeline
๐ฐ Contribution Limits & Who Can Fund It
๐ Investment & Growth Structure
๐งพ Taxes, Withdrawals & Qualified Uses
ย
๐ Call us: 913-393-4724
๐ Visit our podcast website:ย https://listentoscott.com/
๐๐ ๏ธ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here ๐ https://keap.page/bu413/exceptional-retirement-youtube.html
ย
๐ฅ Subscribe to our YouTube channel for more retirement insights!
๐ http://youtube.com/@erg-kc?sub_confirmation=1
ย
๐ฐ Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
ย
๐ Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
ย
#retirement #retirementplanning

25,980 Listeners