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Financial Planning: Ryan McKeown Featured in “Why Advisors Do and Don’t Recommend Trump Accounts”

, CFP®, CPA

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Ryan McKeown, CFP®, CPA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by FinancialPlanning in the article, “Why Advisors Do and Don’t Recommend Trump Accounts.” 

“I’m not seeing as much interest in [the Trump account] because children get access to it at 18, whereas the 529 plan, the parents or grandparents can keep control of their assets pretty much as long as they want, and they can change the beneficiaries.”

Access the full article authored by Zoe Sagalow here.

Investing

529 plan, beneficiary

Head shot of Ryan McKeown

Senior Vice President, Financial Advisor

Mankato, MN

As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Ryan brings an extensive tax and retirement income planning background to Wealth Enhancement Group. He helps lead the Tax Strategies group of our Roundtable team of specialists and is a frequent guest on our weekly “Your Money” radio program.

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