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:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
