Trump Accounts: What Families Need to Know
Join us via Zoom for a discussion on how families can help the next generation build a strong financial foundation using emerging planning strategies.
Many parents and grandparents want to support their children and grandchildren’s long-term financial security, but aren’t always sure which tools are most effective.
In this session, Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, will walk through the recently enacted Trump Account provisions and how they may fit within a broader family financial plan.
The discussion will cover the fundamentals of Trump Accounts, including eligibility requirements, contribution rules, tax considerations, and key planning opportunities families may want to evaluate.
Attendees will gain practical insight into how Trump Accounts compare with other savings and wealth transfer strategies, where they may fit within a family’s overall planning approach, and how thoughtful planning today can help prepare future generations for greater financial responsibility.
Event Details
Date: Wednesday, July 15
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights
- Understanding Trump Accounts and their role in family planning strategies
- Estate planning basics and common missteps
- Gifting strategies, FLPs, and highly appreciated assets
- Real estate transfers and step-up in basis planning
- Business succession and multi-generational wealth planning