07/21/2026
Thinking of gifting to a grandchild’s new 530A (“Trump”) account? Our latest blog explains why these accounts may not be as attractive as they first appear and what to consider before contributing. Read more: https://wix.to/jP6xMrA
The new 530A accounts might not be a fit for gifts to grandchildren. Every year, many of our clients make gifts to grandchildren up to the federal annual gift tax exclusion — currently $19,000 per grandchild ($38,000 for a married couple who elects gift-splitting). Gifting is one of the most strai...