NEW Tax Bill: Trump Accounts V 529 V Roth IRA…[Side-by-Side Comparison]
Автор: Mat Sorensen - Wealth Lawyer & Entrepreneur
Загружено: 2025-06-03
Просмотров: 12512
Описание:
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In this video, I break down the new Trump Accounts—tax-advantaged savings tools for kids that go beyond education and can also be used for first homes or starting a business. I compare these to 529 plans and Roth IRAs to help you make the smartest decision for building generational wealth and maximizing tax benefits.
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0:00 - What Are Trump Accounts? New Tax-Advantaged Strategy Explained
0:36 - How Trump Accounts Work: Contributions, Growth, and Withdrawals
1:45 - Tax Rules: Capital Gains vs. Penalties
2:20 - Investment Limits and Access Rules
2:56 - Bonus Perks: $1,000 Credit for Kids Born 2020–2028
3:33 - Trump Accounts vs. 529 Plans
4:50 - Roth IRA for Kids: The Small Business Advantage
5:56 - Accessing Roth Contributions at Age 18
6:31 - Final Thoughts: Which Account Is Best for Your Child?
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Mat is a Wealth Lawyer and Award-Winning Entrepreneur. He is Founder and CEO of Directed IRA & Directed Trust Company where they have over $2B of assets under administration. Directed IRA is an INC 5000 winner as one of the fastest growing companies in America. Mat is also a Senior Partner at KKOS Lawyers, a tax law firm committed to business owners and investors. KKOS Lawyers serves clients nationwide from its offices in CA, AZ, UT, and ID. Mat is also co-founder of Main Street Business Services, a company compliance business handling registered agent services as well as annual renewals, minutes, and filings for over 10,000 LLCs and corporations in all 50 states.
Mat is a VIP Contributor for Entrepreneur and is the author of the #1 book in the self-directed field, The Self-Directed IRA Handbook, which has sold over 50,000 copies.
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My Social Media:
Instagram: / matsorensen
Tik Tok: / sorensenmat
Linked In: / matsorensen
Facebook: / mat.sorensen.1
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Websites:
https://directedira.com/appointment
https://kkoslawyers.com
https://mainstreetbusiness.com
https://matsorensen.com
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🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.
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