The new Trump Accounts are officially here—and with the rules now finalized, parents and grandparents have much more clarity about how these accounts actually work. While the promise of a $1,000 government contribution has captured plenty of attention, the real planning opportunities lie in understanding the fine print, tax treatment, contribution limits, and long-term strategies these accounts create.
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For most of your working life, the retirement message was simple: save consistently, invest for growth, and let time do the heavy lifting.
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President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don’t offer a plan.
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In this episode, Scott uncovers a powerful yet often hidden feature inside many 401(k) plans that can give you greater control, flexibility, and professional management, without moving a single dollar out of your account.
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Thinking about tapping into your retirement savings early? The IRS might have a 10% surprise waiting for you.
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