07/04/2026
🎬 That's a wrap!
Over the past few days, we've covered what Trump Accounts are, how they work, and some of the current rules.
Like any financial planning tool, they may or may not fit your family's goals.
If you'd like to better understand how a Trump Account fits into your overall retirement, tax, or legacy planning, we're happy to have an educational conversation.
📺 Trump Account Series: Part 6 of 6. Follow along as we answer the most common questions this week.
Investment advisory services offered through Virtus Financial Group, an SEC Registered Investment Adviser. This content is provided for educational purposes only and is not intended as investment, tax, or legal advice. The information is general in nature and may not be applicable to your individual circumstances. Please consult your financial, tax, or legal professional regarding your specific situation. Sources: IRS.gov and TrumpAccounts.gov.