IRS Mentions Annuities in New Trump Baby Account Regulation Notice

News December 04, 2025 at 12:48 PM
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What You Need To Know

  • An eligible 530A account investment must be a passive mutual fund, an ETF or an ETF equivalent.
  • IRS officials are asking for comments about what could count as an ETF.
  • A nonbank entity that can be a trustee for traditional IRAs can be a trustee for a Trump account.
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