Savings accounts

For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.

The Treasury Department introduced a mobile app enabling families to access Trump accounts, the new tax-deferred accounts for children born after Jan. 1, 2025.

Over a million tax-favored accounts are eligible for a $1,000 contribution by the government.

The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.