A few comments from listeners when they were asked what the learned from the webinar:
Importance of coordination among family members for contributions to Trump accounts - Elissa W.
Being able to convert the 529 plan with excess funds. That will be helpful to a current client. - Sally H.
Great class. Cleared up misinformation I've read/received. - Mark M.
I didn't know the contribution limits, what was created as a basis, et cetera so all of this was really good information. - Randall W.
it was all a big learning session. Didn't know these were not like a Roth. More like a TIRA. not quite as great as folks think but savings is savings. - Robert T.
Think of Trump accounts as setting up IRA accounts for children at birth or soon after. - Michael D.
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Importance of coordination among family members for contributions to Trump accounts
- Elissa W.
Being able to convert the 529 plan with excess funds. That will be helpful to a current client.
- Sally H.
Great class. Cleared up misinformation I've read/received.
- Mark M.
I didn't know the contribution limits, what was created as a basis, et cetera so all of this was really good information.
- Randall W.
it was all a big learning session. Didn't know these were not like a Roth. More like a TIRA. not quite as great as folks think but savings is savings.
- Robert T.
Think of Trump accounts as setting up IRA accounts for children at birth or soon after.
- Michael D.