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A 530A account, commonly known as a “Trump Account,” is a retirement-style account established for an eligible child. Let’s discuss whether a 530A account makes sense as part of your family’s financial plan.
A proactive financial advisor is more than a market strategist; they are a behavioral circuit breaker, safeguarding your finances against the unexpected.
If you ever feel like you’re “sandwiched” between taking care of your children and caring for older parents, you’re part of the “sandwich” generation. While this term can refer to people who are still raising young, school-aged children at home, it also encapsulates adults who have financially dependent (or partially dependent) adult children.