What to know about the new Trump accounts & child's Roth IRA for kids
Your Kids Could Be Sitting on a Six-Figure Tax Advantage. Most Parents Don't Know It Exists.
The tax code just opened new doors for high-income families. If you have children, a business, or both, this workshop is built for you.
Join Rally Tax for a live, no-fluff deep dive into two of the most powerful (and underused) wealth-building tools available to parents right now: Trump Accounts and Child Roth IRAs. We'll show you how to use them together to give your kids a real financial head start.
What We'll Cover
- How the new Trump Accounts work, including eligibility, contribution rules, and what's actually on the table
- The earned income requirement for Child Roth IRAs and the exceptions most parents miss
- How parents and business owners can contribute on behalf of their children, legally
- When Roth conversions make sense during your child's low-income years
- Real-world use cases, gray areas, and the caveats your CPA probably hasn't mentioned
This isn't generic financial advice. It's a tactical session for parents who want to think 10 steps ahead.
Whether your child is 2 or 16, the earlier you understand these strategies, the more time your money has to compound, tax-free.
Seats are limited. Come ready to take notes.
About the Organizer
This workshop is hosted by Rally Tax, a YC-backed tax planning platform that pairs AI with real CPA expertise to deliver proactive, year-round tax strategy. Not just April scrambles.
Rally was built for the tax situations that off-the-shelf software can't handle: RSUs, ISOs, crypto, K-1s, real estate, and now generational wealth planning for families.
Flat fee. No billing surprises. No generic advice.
After the workshop, attendees can book a free strategy call to explore how these tools apply to their specific situation.
👉 rally.tax
Tax laws are subject to change. This workshop is educational and does not constitute personalized tax or financial advice. Please consult a qualified tax professional for guidance specific to your situation.
