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Kids' Trump Account (530A / Invest America), Teen Roth IRA & 529 Family Wealth Starter Guide & Calculator Workbook (PDF + Excel)
Sale price
$14.99
Regular price
$29.99
Instant Digital Download (12-Page Printable PDF Guide + 4-Tab Auto-Calculating Excel Workbook .XLSX)
The plain-English parent & grandparent roadmap to the $1,000 federal newborn seed & $5,000/yr Kids' Trump Account (IRC Section 530A / Invest America), Teen Custodial Roth IRA parent-matching (ages 13–19), and the SECURE 2.0 $35,000 529-to-Roth tax-free rollover.
- 12-Page Printable Family Wealth Starter Guide (PDF): Eligibility rules, contribution limits, tax treatment, and step-by-step setup checklists.
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4-Tab Auto-Calculating Excel Workbook (.XLSX):
Trump_Account_530A_Projector,Teen_Custodial_Roth_IRA_Calc,529_to_Roth_Rollover_Tracker, andFamily_Match_Contribution_Log. - Instant ZIP Bundle Download: Download Complete PDF + Excel Bundle (.ZIP)