Mutually Speaking
Understanding Trump Accounts
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…
Categories:
Four Tax Tips for Military Members
Taxes are confusing, and when your career involves several relocations, income earned in...
Government Shutdown Resources
A government shutdown can feel stressful. With it comes financial uncertainty for...
Ensuring Financial Security for a Child With Special Needs
Parents and caregivers of children and dependents with special needs understand that...
Budgeting Basics: Creating an Effective Spending Plan
The secret to budgeting is that there is no big secret to budgeting. It begins with...
Preparing for College Expenses as a Military Family
For military families preparing to send a student to college, it should come as no...
Scams That Target the Military Community: What to Look Out For
The military community is disproportionately affected by scammers – with the community...