What are the opening hours?

Monday 7am - 6pm Tuesday 7am - 6pm Wednesday 7am - 6pm Thursday 7am - 6pm Friday 7am - 6pm Saturday 8:30am - 11:30am

BBK Wealth Management

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United States
Lafayette, IN
BBK Wealth Management

We offer more than financial planning as a true fiduciary partner.

09/02/2026

Trump Accounts Continued...

- These accounts are one of several savings options.

For many families, it may be helpful to compare a Trump Account with other vehicles such as 529 education savings plans, custodial accounts, or retirement-focused strategies. Each option has different rules, tax considerations, investment flexibility, and withdrawal provisions.

08/31/2026

Trump Accounts Continued...

- The tax rules are unique.

Family contributions are generally made with after-tax dollars, while some government, employer, or charitable contributions receive different tax treatment. Investment growth is tax-deferred, and taxation may apply when funds are eventually withdrawn under the applicable rules.

08/27/2026

Trump Accounts Continued...

- The accounts are designed for long-term investing.

Funds generally remain invested until January 1st of the calendar year the child turns 18, with only limited exceptions for early distributions. The goal is to allow investments to grow over many years through long-term market participation.

08/24/2026

Trump Accounts Continued...

- The investments are limited.

Unlike many other investment accounts, Trump Accounts are generally limited to investments in low-cost, broad U.S. equity index funds that comply with federal guidelines. This means account owners cannot choose individual stocks or more specialized investment options during the account's growth period.

08/21/2026

Trump Accounts Continued...

- Families can make ongoing contributions.

Parents, legal guardians, grandparents, relatives, and other individuals may contribute up to the annual contribution limit. In some cases, a parent or legal guardian’s employer may also contribute under certain rules. Contributions from employers count toward the annual contribution cap, while certain government and qualifying charitable contributions do not.

08/18/2026

Trump Accounts Continued....

- Some children may qualify for an initial government contribution.

Children born between January 1, 2025, and December 31, 2028, may be eligible for a one-time $1,000 contribution from the U.S. Treasury after an account is opened and eligibility is confirmed. Additionally, some of these children may also qualify for charitable contributions through separate programs if they meet specific criteria. These contributions must be made in equal amounts to every eligible account beneficiary in a given state or area or born in a given year.

08/13/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Over the next couple of weeks, we plan to share some educational information to help you understand what you need to know about this new opportunity.

-Most children under 18 may be eligible.

Children under age 18 with a Social Security number may be eligible to have a Trump Account opened for them. However, certain benefits, such as the one-time $1,000 government contribution available to some eligible children, have additional eligibility requirements.

08/10/2026

As summer winds down, now is a great time to reflect on your progress toward the goals you set for 2026.

Have your priorities changed? Are there financial objectives you still want to accomplish before year-end?

The months ahead can become busy quickly, especially with back-to-school schedules and the holiday season approaching. Taking time now to review your goals can help you stay focused and finish the year with purpose.

07/28/2026

Long Term Care Planning

How do I prepare for long term care?

07/24/2026

Long Term Care Planning

"How much does long term care cost?"

Address

300 Main Street, Suite 412
Lafayette, IN
47901

Opening Hours

Monday	7am - 6pm
Tuesday	7am - 6pm
Wednesday	7am - 6pm
Thursday	7am - 6pm
Friday	7am - 6pm
Saturday	8:30am - 11:30am

Website

http://www.bbkwealth.com/

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