The introduction of Trump accounts under IRC Section 530A creates a powerful new planning opportunity for CPA financial planners working with families, business owners, and multigenerational clients. This PFP Section–exclusive resource provides a practical, planner‑focused framework to understand how Trump accounts work—and, more importantly, how to integrate them into planning conversations.
This in‑depth guide equips you to:
Understand Trump account mechanics with confidence
Reframe planning conversations with families
Compare Trump accounts to other planning vehicles for minors
Integrate Trump accounts