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Art Werner: Just Don’t Call it a Trump Account | Quick Tax Tip

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Trump accounts can be “one of the best” long-term planning options, despite their name, says Werner.

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More Werner on Trump accounts.

Trump accounts are “one of the best provisions that we have seen,” tax expert Art Werner says in this Quick Tax Tip.

Acknowledging that the name itself may create resistance among some taxpayers, he says that for people who are not fond of President Trump, “when they hear the name Trump account, it turns them off.” But if they dismiss the account because of its name, he adds, “they are walking away from a tremendous opportunity.”

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Werner explains that funds in a Trump Account are effectively locked away until the child reaches age 18. Once the beneficiary reaches adulthood, the money can be used for specific purposes that he describes as major life milestones, including higher education, purchasing a first home, starting a business, and ultimately retirement planning.

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Art Werner: Trump Accounts Launch July 4 | Quick Tax Tip

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Trump Accounts for children launch on July 4, 2026.

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More Werner on Trump accounts.
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With Art Werner
CPE Today
Trump accounts officially launch July 4. Advisors should scan their client lists, keeping in mind that eligibility is determined by the child beneficiary rather than the person funding the account.

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“The eligibility rules are going to be based on what we’ll refer to as the beneficiary, the child that we’re establishing these for,” Werner says.

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Art Werner: Intro to Trump Accounts | Quick Tax Tip

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Trump Accounts provide new opportunities for families, employees and closely held businesses.

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Quick Tax Tip
With Art Werner
CPE Today

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Tax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.

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In the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.

The goal is to help advisors become knowledgeable enough to confidently guide clients and evaluate whether Trump accounts may be a beneficial planning opportunity.

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