Trump Accounts: What Families Need to Know – Podcast

In this special edition of the Kirr Marbach Market Update Podcast, Director of Client Service Zach Greiner, CFP® and Director of Operations Maggie Kamman, CFP® discuss the newly announced Trump Accounts program.

The conversation covers who may be eligible, the proposed $1,000 government contribution, contribution limits, investment options and how these accounts compare to other savings vehicles available to families today. Zach and Maggie also discuss some of the unanswered questions that remain as implementation details continue to emerge.

If you’ve heard about Trump Accounts and are wondering what they could mean for your children or grandchildren, this episode provides a practical overview of what we know so far and the planning considerations families should keep in mind.

The opinions expressed in this podcast are those of the participants as of the date the podcast was recorded. These opinions have not been updated or supplemented and may not reflect their views today. The information provided in these podcasts do not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular stock or other investment.