Keep What's Yours
Keep What's Yours
Jeff Zufall
2026-07-11 Trump Accounts, Roth Conversion Myths & the Interest Rates: What You Need to Know
48 minutes Posted Jul 15, 2026 at 4:35 pm.
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Show notes
The tax landscape continues to evolve, and this week's episode of Keep What's Yours breaks down several of the biggest financial changes affecting American families. Jeff Zufall explains the new Trump Accounts for children, compares them to 529 plans and custodial investment accounts, and discusses how parents and grandparents can determine which savings strategy makes the most sense.
Jeff also examines why Roth conversions aren't always the right answer despite aggressive marketing, explains the latest developments surrounding ACA (Obamacare) subsidy changes, discusses how inflation and Middle East tensions are influencing interest rate decisions, and covers the upcoming increase in the 1099 reporting threshold. If you're looking to make smarter tax decisions, reduce unnecessary taxes, and build long-term wealth, this episode provides practical guidance you can use today.
Are you taking advantage of every opportunity available to reduce your taxes in 2026? Call Capital Advisory Group at 636-394-5524 today!