Trump Accounts

Trump Accounts are new tax-advantaged savings accounts for children under 18, designed to help families start long-term retirement savings early, beginning in 2026. Eligible children born between 2025 and 2028 may receive a one-time $1,000 government contribution, with families and employers able to add up to $5,000 per year. The account has limited investment options and no withdrawals before age 18, after which it converts to a traditional IRA owned by the child.

Trump Accounts

Taxation of Investments

Curious about how your investments impact your taxes? Understanding the difference between ordinary income and capital gains, as well as strategies like offsetting gains with losses, could save you money come tax season. This guide covers key tips for navigating investment taxes and maximizing your tax efficiency.

Taxation of Investments