Cover Image for What to know about the new Trump accounts & child's Roth IRA for kids
Cover Image for What to know about the new Trump accounts & child's Roth IRA for kids
Avatar for Rally Tax
Presented by
Rally Tax
Hosted By
38 Going

What to know about the new Trump accounts & child's Roth IRA for kids

Zoom
Registration
Welcome! To join the event, please register below.
About Event

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.

Avatar for Rally Tax
Presented by
Rally Tax
Hosted By
38 Going