12-3-25 Trump Accounts Explained: Who Qualifies for the Dell Deal?

What exactly are Trump Accounts, and who qualifies under the new expansion backed by Michael and Susan Dell’s $6.25 billion donation? Lance Roberts and Danny Ratliff break down how the Dell Deal works, which families benefit, and why this initiative could reshape financial planning for millions of children.

If you’re a parent, grandparent, or financial planner, this is essential information about how these accounts may impact a child’s financial future.

0:00 - INTRO
0:19 - Sloppy Trading Ahead
5:15 - Performance Dichotomy in AI Stocks
11:00 - Trump Accounts - Where's the Value?
12:19 - How it Works - The Devil is in the Details
16:12 - What is the Purpose - Use of the Funds?
17:39 - Where is the Financial Education?
19:17 - What About the Next Generation?
21:06 - The Reverse Mortgage parallel
23:06 - The Simple Solution
25:12 - The Government's Motives
28:35 - Trump Accounts vs 529 Plans
29:38 - Requirement for Financial Education
31:51 - How 401k Plans Have (not) Worked Out
33:22 - The Wealth Gap Problem
34:23 - Encouraging the Trades
37:21 - Lance's Rant - Early School Start Times

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Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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