EPISODE · Aug 6, 2026 · 1H 36M
#216 - Trump accounts: what they are, how they work, and use cases
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy discusses the ins and outs of Trump accounts:Legislative backgroundHow to open themHow to fund themInvesting inside themHow to distribute from themReporting around themTaxation of themThe two potential worthwhile use cases I see for themLinks in this episode:My in-depth write-up of Trump accounts, including all of the links I referenced in the show - Trump accounts: what they are, how they work, and use casesTenon Financial monthly e-newsletter - Retirement Planning InsightsYouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email [email protected] follow Andy on LinkedIn: https://www.linkedin.com/in/andypanko/
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Andy discusses the ins and outs of Trump accounts: Legislative backgroundHow to open themHow to fund themInvesting inside themHow to distribute from themReporting around themTaxation of themThe two potential worthwhile use cases I see for them Links in this episode: My in-depth write-up of Trump accounts, including all of the links I referenced in the show - Trump accounts: what they are, how they work, and use cases Tenon Financial monthly e-newsletter - Retirement Planning InsightsYouTube...
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#216 - Trump accounts: what they are, how they work, and use cases
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