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Video Insights: Navigating Trump Accounts and OBBBA

OBBBA and Family Savings

The Working Families Tax Cuts Act—often referred to as the One Big Beautiful Bill Act (OBBBA)—has officially established "Trump Accounts." These accounts provide a distinct tax-advantaged savings mechanism specifically designed for children under the age of 18.

Family reviewing financial documents

This development adds a new layer to family tax planning strategies. Watch the video above to understand the eligibility requirements. Questions about the new legislation? Contact our office to discuss your family's situation.

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