Trump Accounts A to Z: Minor Account& Employee Benefit

Get the full breakdown of Trump Accounts and learn how to turn this new opportunity into a competitive advantage for your organization and your accountholders.

KEY WEBINAR TAKEAWAYS

Trump Accounts are a new type of tax-deferred savings account for children. These will be happening on three fronts. First, Trump Accounts will be opened in our investment departments. They will not be opened in our retail areas at this time. Second, this can be an incredible employee benefit offered through your cafeteria plans for employees to contribute to and employers to match. And third, some of you with newborns will qualify to have your children receive a $1000 contribution from the federal government. Over $4MM in Trump Accounts have already been opened. Join us to learn more about these accounts.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.