New — Trump Accounts Guide

Jumpstart your child's
financial future.

Eligible children born 2025–2028 receive a $1,000 federal seed investment under IRC § 530A, with additional philanthropic gifts (Dell $250, Gerstner $250) and corporate employer matches available. CleverAlpha provides independent diagnostic analysis to help families claim eligible funds and maximize long-term, tax-advantaged growth.*

$1,000
Federal Seed (2025–2028)
$250+
Dell & Donor Matches
$5,000
Max annual contribution
IRC § 530A
Tax-Advantaged Growth*
Interactive Diagnostic & Screening Tool

Trump Account Gift & Eligibility Finder

Discover every government seed funding deposit ($1,000), philanthropic foundation gift (Dell $250, Gerstner $250, Dalio $250), and corporate employer match available for your child's Trump Account. Screening across all 113 public records, updated to September 2026.

Zero-PII Guarantee: Anonymous browser screening. No SSNs, legal names, bank logins, or tax returns required or stored.
01 Child's Birth Cohort & Citizenship

Federal $1,000 seed strictly requires birth Jan 1, 2025 – Dec 31, 2028. Dell $250 gift covers 2016 – 2024 births. Any child under 18 at year-end can establish an account.

02 Residence & Geographic Gifts

Dell Foundation ($250) and Gerstner ($250) screen by ZIP code median family income (≤$150,000 via Census ACS 5-year data) — not individual household income.

03 Parent / Guardian Employer Match

Under IRC § 128, employers can contribute up to $2,500 tax-free per employee per year across all children's accounts. 63 major companies have announced seed-matching programs.

Screening Evaluation Summary
$0
Identified Opportunities
Evaluating criteria...
Next Official Action

File Form 4547 with the IRS to make the official pilot election when the Treasury portal opens.

Go to TrumpAccounts.gov
Fiduciary Disclosure: CleverAlpha Asset Management LLC is an independent SEC-registered investment adviser. CleverAlpha does NOT open, custody, or manage Trump Accounts (IRC Section 530A). Trump Accounts are custodied exclusively by U.S. Treasury-sanctioned trustee custodians. This tool provides educational screening across publicly announced programs. For investments exceeding $5,000/year or for non-qualifying children, explore our Charles Schwab-custodied UGMA/UTMA accounts.
See for yourself

How much could it grow?

Select an annual contribution level and see projected account values based on historical S&P 500 averages, starting with the $1,000 government seed.

Hypothetical Illustration Only
Projected values shown are hypothetical estimates based on: a $1,000 government seed contribution for eligible children born Jan 1, 2025 -- Dec 31, 2028; $5,000 annual contributions (the current annual cap, subject to inflation adjustments); investment in broad U.S. equity index ETFs (as required by law); and an assumed annualized return of approximately 7% before advisory fees, taxes, and expenses. Actual investment returns fluctuate and are not guaranteed. Results will vary materially. This does not represent any actual client account or prediction of future performance. Trump Accounts are a new account type established under IRC Section 530A. For official program details, visit investor.gov or irs.gov/trumpaccounts.
18
At Age 18
HYPOTHETICAL ILLUSTRATION
$271,000
27
At Age 27
HYPOTHETICAL ILLUSTRATION
$742,000
55
At Age 55
HYPOTHETICAL ILLUSTRATION
$13,000,000

Estimates are for illustration only, based on an account opening at birth with $1,000 opening deposit, derived from historical S&P 500 averages gross of any fees, commissions, or taxes. Actual results will differ and are not guaranteed. Source: trumpaccounts.gov

How It Works

Five simple steps.

From IRS Form 4547 to invested account — understand the official Treasury enrollment and funding timeline.

01
File IRS Form 4547

Starting May 2026, elect to open a Trump Account for your eligible child by completing IRS Form 4547 through trumpaccounts.gov or attached to your federal tax return.

02
Identity Verification

A Treasury-approved trustee custodian (such as BNY Mellon) receives your election. Complete fast, digital identity verification to activate your child's account.

03
Invested by July 5, 2026

Your child's seed deposit goes to work on July 5, 2026, invested into Treasury-approved broad-market U.S. equity index ETFs and mutual funds.

04
Contribute & Stack Matches

Parents, relatives, and employers can contribute up to $5,000 per year from any source. Employer contributions under IRC § 128 (up to $2,500) compound tax-advantaged (Subject to final Treasury/IRS guidance and applicable law.).

05
Watch It Grow

The account is held in your child's name with an adult custodian until age 18. At age 18, it transitions fully into their control for qualified long-term financial milestones.

Choosing the Right Account

How does a Trump Account compare to other kids' accounts?

A Trump Account is powerful — but it's not the only way to invest for your child. The right choice depends on your goals, flexibility needs, and tax situation. Here's how the major account types stack up.

Feature
Trump Account
MAGA Account
529 Plan
Education Savings
Custodial Roth IRA
Retirement Head Start
UGMA / UTMA
Custodial Account
Best For Long-term wealth for any purpose College / education costs Child with earned income who wants a retirement head start Flexible gifting, no restrictions
2026 Contribution Limit $5,000/yr + $1,000 gov seed No limit (gift tax rules apply) $7,000 or earned income (lesser) No limit (gift tax rules apply)
Tax Treatment Tax-deferred; taxed as ordinary income at withdrawal Tax-free growth & withdrawal for qualified education expenses Tax-free growth & withdrawal (after 59½ + 5-yr rule) Taxed annually on dividends/gains; "Kiddie Tax" may apply
When Can Child Access? Age 18 (locked until then) Anytime (for qualified expenses) Contributions anytime; earnings at 59½ Age of majority (18 or 21 by state)
Use of Funds Any purpose Education only (or 10% penalty) Retirement (contributions flexible) Any purpose
Government Seed $1,000 for births 2025–2028 None None None
Earned Income Required? No No Yes — limits contribution No
Financial Aid Impact Low (not counted on FAFSA) Low (counted as parent asset on FAFSA) Low (not counted on FAFSA) High — counted as student asset on FAFSA
Trump Account

Best if you want maximum flexibility at adulthood with no restriction on how funds are used. The $1,000 government seed for 2025–2028 births makes this a no-brainer starting point.

529 Plan

Best if college is the primary goal and you want tax-free growth on education spending. Stack it alongside a Trump Account for a one-two punch.

Custodial Roth IRA

Best if your child has earned income (job, self-employment) and you want to give them the ultimate head start on retirement. Tax-free for life if managed well.

UGMA / UTMA

Best for gifting assets with zero restrictions — stocks, real estate, anything. No contribution limit. Child gets full control at majority. Watch the FAFSA impact.

Not sure which account is right for your child? Our free calculator models long-term growth across account types so you can see the numbers side by side.

Try the Child Investment Calculator
Five Ways to Grow

Every contribution compounds.

A Trump Account can receive funds from five different sources during the growth phase — from government programs to personal contributions from anyone who wants to help.

Starter Bonus

A $1,000 pilot program contribution from the federal government for every eligible child born after December 31, 2024.

Public Support

Qualified contributions from state, federal, or tribal governments, Washington D.C., or approved nonprofit organizations.

Employer Boost

Tax-advantaged employer contributions of up to $2,500* — an emerging employee benefit for families with young children.

Smart Transfers

Qualified rollovers from other eligible accounts — including 529 plans with unused balances under SECURE 2.0 provisions.

Personal Additions

Contributions from the beneficiary, parents, grandparents, or anyone else who wants to invest in the child's future.

Common Questions

What you need to know.

Every child under 18 can have a Trump Account opened in their name. The $1,000 government seed applies specifically to children born between January 1, 2025 and December 31, 2028, but accounts are open to all children under 18 regardless of birth year.
No. Under federal rules, Trump Accounts (IRC Section 530A) are custodied exclusively by U.S. Treasury-sanctioned trustee custodians (such as BNY Mellon) via trumpaccounts.gov and IRS Form 4547. CleverAlpha is an independent SEC-registered investment adviser providing free educational tools, the Trump Account Gift & Eligibility Finder, and compound growth simulators. For families seeking wealth building beyond the $5,000 annual limit, or for children who do not qualify for seeds, CleverAlpha manages automated UGMA/UTMA custodial accounts and Custodial Roth IRAs custodied at Charles Schwab.
The Michael and Susan Dell Foundation pledged $6.25 billion to ensure children born between 2016 and 2024 (ages ~2–10) are not left behind. Their program provides an additional $250 contribution into eligible Trump Accounts for children living in ZIP codes with median family incomes of $150,000 or less (based on U.S. Census 5-year ACS data). Screen your child's eligibility using our interactive gift finder above.
Under IRC Section 128, employers may contribute up to $2,500 per year per employee into employee dependents' Trump Accounts on a tax-free basis. Over 60 major companies (including AMD, Bank of America, Delta, Dell, IBM, and Schwab) have announced matching pledges to match the $1,000 federal seed. Employer contributions count toward the child's $5,000 annual contribution ceiling.
Beginning May 2026, IRS Form 4547 becomes available to elect Trump Account enrollment. Funds are invested on July 5, 2026. CleverAlpha will notify you when enrollment opens and guide you through the process.
The account is fully in your child's name from day one — you are the custodian until they turn 18, at which point the account becomes fully theirs. Qualified withdrawals at that stage are tax-advantaged*, subject to final program rules as enacted.
Yes — "MAGA accounts" and "Trump Accounts" refer to the same program. The program was officially named "Trump Accounts" in the legislative text and on the government's website at trumpaccounts.gov.
Comprehensive Family Wealth

Building beyond the $5,000 limit?

Trump Accounts provide an extraordinary starter boost, but annual contributions are capped at $5,000. For older children or larger family wealth transfers, open an automated CleverAlpha UGMA/UTMA custodial account at Charles Schwab today.

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