Trump Accounts are a new savings option designed to help families invest for a child’s future. In this video, Nick Filippo, Tower Bridge Advisors’ Chief Marketing Officer, explains how Trump Accounts work, including eligibility, contributions, investment options, and tax considerations. He also discusses key differences between Trump Accounts and Custodial Roth IRAs.

 

Tower Bridge Advisors manages over $1.5 Billion for individuals, families and select institutions with $1 Million or more of investable assets. We build portfolios of individual securities customized for each client's specific goals and objectives. Contact Nick Filippo (610-260-2222, nfilippo@towerbridgeadvisors.com) to learn more or to set up a complimentary portfolio review.

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