Mutually Speaking
Understanding Trump Accounts
August 12, 2026
A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…
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Annuities: Fact vs. Fiction
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Annuities have long been used as a strategy to round out an individual’s retirement...
Annuity Payout Options
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An annuity is a product sold by a life insurance company that allows you to invest a sum...
Is an Annuity Right for You?
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An annuity is a contract that allows you to invest a sum of money with a life insurance...
Types and Features of Annuities
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Most people want to live comfortably in retirement. Annuities allow you to achieve that...