Most people focus on saving for college...
But what happens to the account if you pass away? π
A few minutes of planning today could prevent major headaches later
ACap Advisors & Accountants
Guiding people to keep & grow their wealth. One stop for tax & wealth; Responsive & Proactive; Lasting client relationships.
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07/21/2026
When it comes to financial planning, numbers matter, but so does trust.
For Jackson, working with ACap has meant gaining more than a financial strategy. It means finding a team that provides clarity, guidance, and confidence every step of the way.
π© Ready to take the next step in your financial journey? Connect with ACap today.
The smartest part of a Trump Account may happen years later
When a child turns 18, new opportunities open up
For many families, this may be the most powerful feature of the entire account ππ‘
The most powerful feature of Trump Accounts isn't the $1,000 deposit π€―
It's what could happen when the child turns 18
This strategy could turn a childhood investment account into a lifetime wealth-building tool
One of the biggest 529 plan updates happened in 2024 π
Unused education savings may now help fund retirement
- Transfer up to $35,000 to a Roth IRA
- Must meet certain eligibility requirements
- Beneficiary must have earned income
- Account must be open for at least 15 years
This could be a game-changer for families with unused 529 funds π‘
What happens if your child doesn't use their 529 plan? π
Many people assume the money is stuck... but that's not the case
A 529 plan can be more flexible than most people realize π
Many people assume it's either a Trump Account or a Roth IRA...
But for some kids, it can actually be both π
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Trump Account contributions
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Roth IRA contributions (if they have earned income)
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Separate contribution limits
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More opportunities to build wealth early
The real planning opportunity isn't choosing one account over the other, it's understanding how they can work together π
07/08/2026
Itβs official: Ariel is a CFP professional! π
This designation represents the gold standard in wealth management. It requires rigorous education, extensive experience, and an unyielding commitment to ethics βοΈ
Swipe through to see the journey behind the credentials!
Some children could start investing with money they never earned π€―
Here's how Trump Accounts can get funded π
- $1,000 government seed contribution
- Up to $5,000 in annual contributions
- Potential nonprofit contributions
- Multiple funding sources allowed
07/06/2026
Meeting Benjamin Hardy, author of 10X Is Easier Than 2X, was a powerful reminder of how much mindset shapes the way we approach growth and success.
His work challenges the idea that progress has to be harder to be meaningful, and instead reframes it around clarity, focus, and intentional action.
Grateful for the insight, the conversation, and the opportunity to connect with
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