Money Move$
⭐ Priority for parents
Federal kids’ investment accounts · 2026

Trump Accounts.
The long game.

A tax-advantaged account in your child’s name — up to $5,000/year total, up to $2,500 of that from an employer (usually tax-free to the worker), plus a possible $1,000 federal seed. Then at 18: traditional IRA rules, and a powerful Roth conversion strategy.

Education only · not tax, legal, or investment advice · rules can change — verify at IRS / trumpaccounts.gov

👨‍👩‍👧ParentsOpen it. Fill it. Plan the Roth move. 🏢EmployersUp to $2,500/yr as a tax-smart benefit. 🚀TeensYour future pile. Compound or launch.

The facts (locked)

This is what the law actually does — not the podcast shortcut version. We keep the numbers clean so parents and sponsors can trust the brand.

$5,000
Annual total from family, friends, employers, and others combined (indexed later). Room is shared — not “$5k + $2.5k.”
$2,500
Employer max per employee per year. Counts inside the $5,000. Usually not taxable income to the employee.
$1,000
One-time federal seed for eligible U.S. kids born Jan 1, 2025 – Dec 31, 2028 (election required).
Age 18
Generally locked until Jan 1 of the year they turn 18, then treated like a traditional IRA (withdrawals + Roth conversion possible).

What people often get wrong

  • Family contributions are usually not a tax write-off. Parents/grandparents putting in cash generally do not deduct that $5,000. Growth is tax-deferred while it’s in the account.
  • Employer money is the special tax break. Up to $2,500 can go in without counting as the worker’s taxable wages (and the employer can typically deduct it as compensation).
  • It’s not a Roth while they’re a kid. Trump Accounts start as a kids’ traditional-IRA-style account. The Roth move comes later — on purpose.
  • Investments are restricted pre-18 to certain low-cost U.S. equity index funds / ETFs (think S&P 500–style exposure).

Watch it compound

Illustrative only — using a 10% average annual return (same ballpark as the long-run S&P 500 story we teach on the home page). Markets go up and down. This is a teaching tool, not a forecast.

Plan (birth → 18) You put in ≈ At age 18 If left alone → age 65
Seed only ($1,000 once) $1,000 ≈ $5,600 ≈ $500k
Employer max ($2,500/yr) $45,000 ≈ $114k ≈ $10M
Full room ($5,000/yr) $90,000 ≈ $228k ≈ $20M

Rough math: annual contributions for 18 years, then zero new contributions for 47 more years at 10%. Seed-only row is the $1,000 pilot alone. Real life will be different — fees, contribution timing, market years, and taxes on conversion all matter.

The Money Move$ pitch in one line

Fill the Trump Account while they’re a kid. At 18, treat it like a traditional IRA. In low-income years, convert to a Roth so decades of growth can come out tax-free. That’s how a “kids account” becomes generational wealth.

The Roth conversion strategy

This is the part most headlines skip. After the growth period, the account generally follows traditional IRA rules. That unlocks a classic move: pay tax while your kid’s rate is low, then never pay tax on the growth again.

1
Ages 0–17 — fill & forget
Open the Trump Account. Claim seed if eligible. Ask employers for the benefit. Family fills remaining room up to $5,000/year. Money stays invested in U.S. index funds. No withdrawals (with very limited exceptions).
2
Year they turn 18 — it becomes a traditional IRA
On January 1 of the year they turn 18, the account is generally treated as a traditional IRA. Investment options open up. Withdrawals are allowed — but taxes (and often a 10% early-withdrawal penalty before 59½) can apply.
3
Low-income years — convert to Roth
Convert some or all to a Roth IRA when their taxable income is low (often early career, gap years, or post-school). They pay ordinary income tax on the convertible amount now, at a low bracket. After that, growth and qualified withdrawals can be tax-free.
4
Watch it compound tax-free
Leave it alone. Same boring index strategy we teach in The Climb. At ~10% long-run averages, the table above is why patience wins. Each conversion also starts its own 5-year Roth clock for certain withdrawal rules.
Timing tip (parents + young adults)

Converting during high school / early college can sometimes collide with kiddie tax rules (unearned income taxed at parent rates). Many planners prefer converting when the young adult is filing on their own at a truly low rate. Talk to a tax pro before a big conversion — one conversation can save five figures.

After 18: keep it or use it?

Honest choice. Both are “allowed” once IRA rules kick in — but they are not equal for wealth.

Path A · recommended default

Convert → Roth → compound

Pay a small tax bill young. Leave the pile alone until retirement (or much later). At the numbers above, full funding can illustrate multi‑million outcomes by 65 — tax-free if Roth rules are met.

  • Best for: building generational wealth
  • Matches Money Move$ curriculum (index + time)
  • Still can contribute more later with earned income
Path B · selective early use

Seed a business / big life move

After 18, money can leave the IRA — but it is not free cash. Expect income tax on taxable portions and often a 10% penalty before 59½ unless a narrow exception applies (education, first home up to limits, etc.).

  • Starting a business is not a special free pass
  • Smart founders usually bootstrap first (The Hustle path)
  • If you pull, pull only what you need — leave the rest compounding
Business dream + Trump Account (real talk)

Want to start a company at 18–25? Learn to sell first with near‑$0 capital (our Hustle path). Treat the Trump Account / Roth as the backup rocket fuel — not the default bank account. Burning a six-figure tax-advantaged pile on a first idea is how people trade a $10M future for a $10k experiment. Build → prove demand → then decide if any IRA dollars are worth the tax cost.

⭐ Do this first

Parents: do this checklist

You’re the buyer of the long game. Ten minutes of admin can change their thirties.

Employers: the $2,500 benefit

This is one of the cleanest new talent benefits in years — and a natural fit for companies that already care about financial wellness.

$2,500
Max employer contribution per employee per year (not per child). Indexed later.
$0
Generally not taxable income to the employee for qualifying contributions. Employer deducts as compensation.

How to pitch it inside your company

  • Who it helps: employees with kids (or young employees with their own account).
  • Why HR loves it: simple dollar benefit, clear annual cap, aligns with family-friendly culture.
  • Compliance note: contributions count toward the child’s $5,000 annual room. Coordinate with payroll/tax counsel; can be offered via cafeteria plan structures where allowed.
  • Literacy multiplier: pair the benefit with Money Move$ so kids actually learn what the money is for — retention + measurable education, not just a deposit.
Sponsor / credit-union angle

Co-brand a 7-day “Open the account + learn the 6 moves” challenge. Employees get the benefit; families get the game; you get usage proof. National program — works in every state.

Teens: this is your pile

If a parent or employer is putting money in a Trump Account with your name on it — that’s not monopoly money. That’s future-you.

What you should know by heart

  • Before 18, you generally can’t spend it. That’s a feature.
  • It’s invested in U.S. companies via index-style funds — same “own the market” idea as The Climb.
  • At 18 it becomes more like a normal retirement account. Smart move: learn Roth IRAs now so conversion isn’t a mystery.
  • Want a business? Build skills and first sales in The Hustle. Don’t treat the account like a startup ATM.
  • Flex: beating a level is cool. Having six figures that can compound tax-free is cooler.
Disclaimer: Money Move$ is independent financial education — not a bank, broker, tax advisor, or government site. Contribution limits, tax treatment, investment restrictions, and conversion rules are summarized for learning and may change. Always verify with trumpaccounts.gov, the IRS, your employer’s benefits team, and a qualified professional before acting. Illustrative balances assume constant returns and uninterrupted contributions; real results differ.

Small move. Huge future.

Claim the account. Ask HR about the $2,500. Teach the Roth plan. Then play — so the money has a brain behind it.