Description
Trump Accounts (a/k/a IRC §530A accounts) are tax-advantaged, child-focused savings accounts established via the “One Big Beautiful Bill Act” to encourage long-term investment.
Trump Accounts offer a $1,000 pilot program contribution for U.S. citizen children born between January 1, 2025, and December 31, 2028.These accounts are for children under 18, allowing tax-deferred growth. During this course we will discuss the advantages and rules governing these accounts, what the accounts can be used for, and how to get the most benefit from them.
Topics:
Who Qualifies
Who can contribute
How to set one up
Early Withdraw Requirements
What it can be used for
How it compares to other savings opportunities
Learning Objectives:
Identify the qualifications for establishing an Account
Identify the terms of use
Recognize how it compares with other plans
To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification.
A course evaluation form is provided for your feedback. Participants have 1 year from the date of purchase/enrollment to complete this course.
Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/
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