Please note a session update for the conference:
The previously scheduled session “SECURE Act 2.0” has been replaced with a timely and highly relevant presentation,
TRUMP ACCOUNTS: What Advisors Need to Know
Presented by Jeffrey Levine
Trump Accounts are a newly created, federally tax-deferred retirement savings vehicle for minor children, established by the One Big Beautiful Bill Act and codified in the Internal Revenue Code. Trump Accounts operate under a distinct statutory framework with unique rules governing eligibility, contributions, investments, distributions, basis tracking, and tax reporting, many of which remain subject to proposed or pending Treasury and IRS guidance.
Trump Accounts have received significant media attention, and clients are increasingly asking advisors how these accounts work, whether they are appropriate, and how they compare to more familiar planning tools. Providing informed guidance requires a technical understanding of how Trump Accounts function across their full lifecycle and how evolving rules affect planning decisions.
Join Jeffrey Levine an in‑depth, end‑to‑end analysis of Trump Accounts, beginning with account‑opening authority and eligibility, and continuing through the growth‑period rules governing funding sources, annual limits, investment restrictions, basis treatment, and limited distribution exceptions prior to age 18. Advisors will also examine post‑growth‑period treatment once the beneficiary reaches age 18, including the application of traditional IRA rules, basis segregation, aggregation for required minimum distributions, Roth conversions, rollovers, and inherited account considerations.
Throughout the session, advisors will evaluate planning uses, limitations, and unresolved regulatory questions, equipping them to respond confidently to client inquiries and appropriately position Trump Accounts within a comprehensive financial planning framework.
We appreciate your flexibility and look forward to an engaging and informative session.
