Trump Account/530A
IRS-Treasury, IRS provide safe harbor for certain contributions to Trump Accounts under the Working Families Tax Cuts, June 29, 2026
What to Know about Trump Accounts, Bipartisan Policy Center, June 23, 2026
On June 17, 2026, the Employee Benefits Security Administration issued guidance on Trump Accounts. Trump Accounts are not generally considered employee pension benefit plans and won’t be subject to Title I of ERISA. See the news release from EBSA.
Trump Accounts: Overview and Policy Considerations, Congressional Research Service, June 15, 2026
Trump Accounts Research Bibliography, March 13, 2026
Treasury Comment Letters
California State Treasurer’s Office
Massachusetts Office of the State Treasurer
New School (multi-state input: MD, NM, RI, VT)