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Art Werner: Five Rules for Trump Accounts | Quick Tax Tip

Season 8 Published 2 months, 3 weeks ago
Description

These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

 Full show notes here

Quick Tax Tip
With Art Werner
CPE Today

Art Werner outlines the five key rules advisors and families should understand when considering these accounts.

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Designed as long-term savings vehicles for children, these accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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