Every week or two, we share our rationally optimistic long-term perspective on current events to balance out the mainstream financial media.
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Trump Account Millionaires
Published 3 months ago • 7 min read
Refined Wealth Newsletter by Joe Ward Trump Accounts Trump Accounts are set to be the best gifting & inheritance tool ever created. I'd be shocked if a future Congress doesn't try to change the rules. Key points: ➔ Trump Accounts are Traditional IRAs ➔ Traditional IRAs can be converted to Roth IRAs The combination enables more money at an earlier age than ever possible in a Roth IRA, with a lifetime of future tax-free growth and withdrawals. A Case Study (Hypothetical) Assume you deposit...
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