How Do Trump Accounts Compare to Other Tax-Advantaged Savings Vehicles for Your Child?
Trump Accounts (530A) vs. 529, UTMA & custodial Roth IRA: compare tax rules, contribution limits, FAFSA impact, and which tax-advantaged savings vehicle is best for your child.
We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them. They advised us on life insurance, college funds, long term care insurance and Roth IRAs. They promptly answered all questions anytime we called and kept us on schedule with withdrawals and payments. I never worry about finances and have complete trust in the team.
- Janet Williams, Savage, MN
Actual client testimony. Client was not compensated.
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