This doesn't replace your 529 or brokerage. How I'm thinking of it:
529 = best for college (state deductions, 100% tax-free for education)
Brokerage = full flexibility, no restrictions
Trump Account = long-term retirement vehicle
Different tools. Different jobs. Use all of them.
FREE DOWNLOAD - New Operating Associate Training Manual
I've used this teach PM & VCI governance for over a decade.
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Have to use an email access for this due to new operating model post-close
Then I will approve access to PDF
This PDF will teach you more than an MBA.
It will even make you smarter than most fund managers.
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