Episodes
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Navigating Gifting To Grandchildren in 2026: Trump Accounts, 529s vs Custodial Accounts
The government is offering a $1,000 seed deposit for the new Trump Accounts, but is it the best place for your grandchild's inheritance? In Episode 19, we break down the pros and cons of Trump Accounts versus 529 Plans and Custodial Accounts (UTMAs) to help high-net-worth grandparents navigate this new "abundance of choice."