SunHarbor Wealth Advisors

SunHarbor Wealth Advisors A full service financial advisory practice, including investment management, retirement planning, ins Your money should work for you.

At SunHarbor Wealth Advisors, we focus on what is important to you. We truly believe that life is meant to be enjoyed, and it is this reason that we build your financial plan not only around your financial goals, but on your life goals as well. Whether you need assistance with investment management, asset management, estate planning and wealth transfer, life insurance or long term care insurance,

real estate, or business succession planning, we strive to be your trusted advisor every step of the way. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and Financial Planning offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. http://www.finra.org and www.sipc.org

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with -----residents of the following states: KY, IN, FL

06/17/2026
Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
06/12/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
06/09/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

Address

9300 Shelbyville Road Suite 915
Louisville, KY
40222

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