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EPISODE · Feb 27, 2026 · 18 MIN

Trump Accounts

from Capitalize on Retirement

In this episode, David and Brandon break down everything you need to know about these new government-backed investment accounts for newborns. Here's what we cover: • Who qualifies • The automatic $1,000 government contribution • How to open the account • Contribution rules • Employer contribution opportunities • Investment options Form 4547 (December 2025) Trump Account Election Form - IRS Form 4547

Episode metadata supplied by the publisher feed · Published Feb 27, 2026

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Trump Accounts

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This episode was published on February 27, 2026.

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