Retirement Planning Education, with Andy Panko

← Retirement Planning Education, with Andy Panko6 aug · 1 u 36 min

#216 - Trump accounts: what they are, how they work, and use cases

#216 - Trump accounts: what they are, how they work, and use cases6 aug1 u 36 min
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Andy discusses the ins and outs of Trump accounts: Legislative backgroundHow to open themHow to fund themInvesting inside themHow to distribute from themReporting around themTaxation of themThe 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 InsightsYouTube...