Speakers
Jonathan Harrington, CFP®, MSFP, MST
About this event
Section 530A (Trump) Accounts are now available, creating a new savings option for eligible children and introducing new planning considerations for families.
Many families are wondering who qualifies, how these accounts work, and whether they fit into their long-term financial strategy. While these accounts offer new planning opportunities, they also come with specific eligibility requirements, contribution rules, tax considerations, and investment limitations that are important to understand before contributing.
Join Milestone Financial Planning for an educational webinar exploring how 530A accounts work and what parents, grandparents, and anyone planning for the next generation should know.
During this webinar, we discuss:
• What 530A accounts are and who is eligible
• Contribution limits, timelines, and account funding rules
• Investment options available within a 530A account
• The tax treatment of contributions, earnings, and distributions
• How 530A accounts compare with Roth IRAs, 529 plans, custodial accounts, and other savings vehicles
• Planning strategies and important considerations before contributing
Whether you’re planning for a child, grandchild, or another eligible child, this webinar will provide an overview of the rules and considerations to help you evaluate how these new accounts may fit into your broader financial planning strategy.
Event Contact
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. Past performance shown is not indicative of future results, which could differ substantially.
