🚨 Why Financial Advisers Aren't Telling You About This
If you or someone you know has a newborn child born any time after January 1, 2025, the federal government has a one-time $1,000 seed deposit waiting in their name under the new Trump Account program (IRC §530A).
You won't see traditional financial firms or retail brokerages advertising this. By law, these accounts are strictly capped at rock-bottom management fees. Since private institutions can't load them with high commissions or hidden fees, they have zero financial incentive to promote them.
We are running a private campaign to make sure local families actually claim this wealth transfer before the window shuts. Our office is personally giving a $25 cash gift via Zelle or Venmo to the first 50 families who activate their account through us.
📞 Skip the Government Red Tape: Don't stress over complex web portals or online identity verification. Call or text us right now, and we will walk you through the setup or handle the filing completely free.
Call or Text Our Direct Line: 480-993-4100
Schedule a Secure 10-Minute Registration Appointment:
80 N Church Ave - Camden, TN 38320
Unlike traditional Roth IRAs that lock high-earning families out with strict income cut-offs, this program has zero income phase-outs.
Whether a household makes $40,000 or $4,000,000, that newborn child is legally entitled to the exact same federal funding. Leaving it unclaimed means voluntarily walking past a tax-deferred, compounding broad-market index fund sitting in that newborn child's name.
The IRS allows multiple ways to submit Form 4547 (The Trump Account Election Form). Pick the route that is most convenient to lock in the newborn child's $1,000 and the $25 cash gift:
Call our office or schedule a brief registration appointment. We will map out the requirements, help you complete the required paperwork, and reserve your $25 cash gift instantly.
Prefer to handle it during tax season? You can completely avoid online identity verifications. Just hand Form 4547 straight to your accountant or upload it into your standard tax software when filing your annual returns, and it will route directly to the Treasury.
If you want to keep the process completely offline, you can print out the 1-page paper PDF of Form 4547 directly from IRS.gov, fill it out by hand in two minutes, and mail it to the IRS.
Once the filing is handled through your appointment or via the alternative methods, simply provide our office with a copy of your completed Form 4547 or your official account confirmation screen.
If your submission is within our first 50 slots, we will instantly route your $25 private cash gift directly to your family via Zelle or Venmo to jumpstart your newborn child's financial foundation.
When the newborn child turns 18, the account automatically converts into a standard Traditional IRA under their direct ownership. To ensure maximum tax advantage and avoid early-withdrawal penalties, the law allows the grown child to deploy the accumulated wealth into three key areas:
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