Kids' Trump Account (530A / Invest America), Teen Roth IRA & 529 Family Wealth Starter Guide & Calculator Workbook Hero Cover

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
Skip to product information
Kids' Trump Account (530A / Invest America), Teen Roth IRA & 529 Family Wealth Starter Guide & Calculator Workbook Hero Cover

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.
  • 4-Tab Auto-Calculating Excel Workbook (.XLSX): Trump_Account_530A_Projector, Teen_Custodial_Roth_IRA_Calc, 529_to_Roth_Rollover_Tracker, and Family_Match_Contribution_Log.
  • Instant ZIP Bundle Download: Download Complete PDF + Excel Bundle (.ZIP)

You may also like