Mutually Speaking

Understanding Trump Accounts

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…

Categories:

What Is the Difference Between Life Insurance and an Annuity?

June 23, 2022

Both life insurance and annuity contracts are sold by life insurance companies, however,...

What to Expect When Purchasing Your First Annuity

June 14, 2022

An annuity is a contract between an individual and a life insurance company in which an...

Annuities: Fact vs. Fiction

June 3, 2022

Annuities have long been used as a strategy to round out an individual’s retirement...

Understanding Your Life Insurance Policy

May 26, 2022

Servicemembers and veterans who buy life insurance outside of what is offered by...

What Is the Veterans Pension Program?

May 20, 2022

The Veterans Pension program is a benefit offered by the Department of Veterans Affairs...

How Does Military Life Insurance Work?

May 17, 2022

One of the key benefits provided to active duty servicemembers upon joining the military...