Trump Accounts: Guide for Parents
Trump Accounts: Guide for Parents
April 29, 2026 at 12:00pm EDT
For Microsoft Employees
Stop wondering if you’re doing enough for your child’s financial future. Learn how to claim the $1,000 government contribution, understand the new rules, and build a smart financial plan for your child, before key deadlines pass.
Join Jason Epps, CFP®, CRPC®, as he walks through everything high-income parents need to know about this brand new savings vehicle — how it works alongside your 529, what it means for your family, and the steps to take right now.
You’ll Learn:
- How Trump Accounts work—and who qualifies
- How to claim the $1,000 government contribution before the window closes
- How these accounts are taxed (and how they differ from 529s and Roth IRAs)
- Where Trump Accounts fit within your existing savings strategy
- Which accounts to prioritize based on your child’s age and your family’s financial situation
Stick around for an open Q&A to get personalized strategies and answers to your specific questions.
Register now to secure your spot and develop a clear plan for your child’s financial future.
Space is limited to 100 participants.
Can’t attend live? All registrants receive recording access.
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