Trump Accounts: Tax Planning for 2026

The "One Big Beautiful Bill Act" introduces a new tax-advantaged savings vehicle for children, often called a "Trump Account." These IRA-like accounts have rules that could be a game-changer for families and employers building long-term wealth. With the 2026 tax year approaching, it's crucial to understand the technical and administrative aspects of this new law.

Join Eric Lanning, Esq., and Foundation Wealth & Tax Advisors' Matt Costa, CPA, CFP, Macc., on October 30th at 1 PM for a comprehensive breakdown of "Trump Accounts" for parents, grandparents, business owners, and financial professionals. Topics will include:

• Law Specifics: A deep dive into rules for contributions, including the $1,000 government seed contribution and the annual $5,000 cap.
• New Employer Benefit: How employers can contribute up to $2,500 tax-free to an employee's child's account.
• Head-to-Head Comparison: A look at "Trump Accounts" versus 529 plans and traditional IRAs.
• Latest Regulatory Guidance: An up-to-the-minute review of any new IRS or Treasury Department guidance.‍
• Practical Next Steps for 2026: A clear plan for families and businesses.