Trump Accounts: What to Know

¹Assumes 2026 government contribution of $1,000 and parental contribution of $5,000 for child born in 2026, followed by annual parental contributions of $5,000, which are adjusted for inflation at a rate of 2.3% beginning in 2028. Parental contributions continue through the year the child turns 17. Assumes investment growth of 6.0%. Dividends and interest are assumed to have been reinvested, and the example does not reflect the effects of fees which would cause performance to be lower.

This information provided here is for general informational purposes only, and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Investors should consult with their tax advisors and refer to the Internal Revenue Service ("IRS") website at www.irs.gov about the potential tax consequences and IRA Rules.

Withdrawals from IRAs prior to age 59½ may be subject to a 10% federal tax penalty.

Investing involves risks including loss of principal.