Decoding the Sec. 530A “Trump” Account & The Colorado 529 Strategy For parents looking to maximize wealth transfers to the next generation, a brand-new tax vehicle has emerged alongside a powerful, localized staple. The Section 530A “Trump” Account (TA)—set to go live after July 4, 2026—is a game-changing “starter” retirement
Types of 529 plans This is one of the largest hang-ups for savers. A history of misinformation and contamination between different types of 529s has generated several misnomers. Simply put: 529 plans are usually categorized as “prepaid tuition” or “college savings plans.” Our favorite of the two is the college
The Delaware Statutory Trust (DST) is a trust that is structured as a pass-through entity and can hold passive Real Estate. It can function as a 1031 Exchange Alternative. All of the debt is nonrecourse and the income, net of expenses, is distributed to the investor. What are the advantages?
