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Fall Festival

Fall Festival Date Change

In Articles, Articles: Kansas City Office, Community Involvement, Summer 2019 by Scott DouganJuly 9, 2019

The 2019 Fall Festival will be held on Tuesday, October 29.  Please update your calendars.

Scott Dougan Podcast

Your Retirement Elevated Podcast with Scott Dougan
Your Retirement Elevated Podcast with Scott Dougan
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New Trump Accounts Are Coming – Here’s How They Work

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

A new type of government-backed savings account for children, commonly referred to as a Trump Account, is set to launch in 2026, and it’s already drawing attention from parents and grandparents alike. The details are still being finalized but Tyler Moison, CFP® joins the show to walk through what we know so far, how these accounts work, and what questions still need to be answered.

While this new program doesn’t replace thoughtful planning, it may become a valuable tool for families looking to build financial momentum for the next generation.

Here’s what we cover in this episode:

👶 Who Qualifies for a Trump Account

📅 Enrollment & Launch Timeline

💰 Contribution Limits & Who Can Fund It

📈 Investment & Growth Structure

🧾 Taxes, Withdrawals & Qualified Uses

 

📞 Call us: 913-393-4724

🌐 Visit our podcast website:  https://listentoscott.com/

📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

 

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📰 Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser

 

📌 Follow us for expert retirement planning tips!

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