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Thursday, August 20, 2026The Morning Brief →Sign in
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Frank J. Bisignano

In PWD coverage since August 14, 2026 · 4 stories
PWD coverage
RIA

Trump Account rules: passive funds, 0.1% cap on fees

Proposed IRS regulations would limit Trump Accounts to index-tracking mutual funds and ETFs with annual expenses at or below 10 basis points.
policy · Aug 19Employers get a $2,500 tax-free lane into a child's Trump Account
policy · Aug 18Treasury, IRS issue sample forms to speed electronic rollovers
Filings · Aug 14New Trump Account employer contribution rules cap at $2,500
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