How a ‘Trump Account’ Could Grow to $22 Million by Retirement
Joe Anderson, Senior Wealth Manager and Founding Partner at Serae Wealth, explained to 401K Specialist:
“While some individuals may prefer more flexibility, the rules are in place because the government is offering a benefit in exchange for encouraging certain outcomes. Most tax-advantaged accounts come with rules for that reason,” said Joe Anderson, senior wealth manager and founding partner at Serae Wealth. “The structure may not please everyone, but it is consistent with how long-term financial tools are typically designed.”