CFP Board Asks for Clarity Ahead of Trump Accounts Rollout

CFP Board is seeking clarity from the Treasury Department and IRS on key details of the planned “Trump accounts” rollout, including investment options and fees. In a letter, Erin Koeppel, CFP Board’s Managing Director of Government Relations and Public Policy Counsel, requested guidance on eligible investments, index definitions, and whether the 10-basis-point fee cap applies at the fund or account level ahead of the July 4 launch.

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