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Retirement Planning Education, with Andy Panko · Thursday · 1 hr 36 min

#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 To follow Andy on LinkedIn: https://www.linkedin.com/in/andypanko/

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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:



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


To follow Andy on LinkedIn: https://www.linkedin.com/in/andypanko/

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