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Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations

EPISODE · Feb 23, 2026 · 12 MIN

Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations

from ACTEC Trust & Estate Talk · host © 2026 The American College of Trust and Estate Counsel

Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations

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