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The Trump Account is a newly created savings and investment account for children established through federal legislation. While additional implementation guidance from the U.S. Treasury is still expected, the legislation creates a framework that allows eligible children to begin long-term investing at an early age.

As year-end approaches, review your financial and estate plan with Ascend’s Family Love Letter approach and 12 updated tax-saving tips for 2025.

DUBLIN, OHIO – Ascend Advisory today announced Abram McCarty joined the practice as a financial advisor on David Thompson’s team.