Documents and tools to help you understand Trump Accounts
The complete business rules specification for the Trump Accounts program, including all eligibility requirements, contribution channels, and withdrawal rules.
Download Specification →A comprehensive guide for parents and guardians on how to manage Trump Accounts and make informed investment decisions.
View Guide →An overview of the tax implications of Trump Accounts, including growth during the Growth Period and withdrawal taxation.
Read Article →A helpful worksheet to track contributions across all three channels and ensure compliance with annual limits.
Download Worksheet →Calculate potential account growth based on different contribution amounts and assumed market returns.
Use Calculator →Determine if a specific withdrawal use qualifies for penalty-free access when the account converts at age 18.
Check Eligibility →Estimate tax liability and penalties for different withdrawal scenarios.
Calculate Impact →Learn about the S&P 500 index funds and other approved investment vehicles for Trump Accounts.
Read More →How to leverage your Trump Account funds for higher education expenses.
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