If you had a child or grandchild born in 2025, you need to act now!
DPO Wealth Management
For more information about the author, click to view their website: DPO Wealth Management
Feb 03, 2026
Florida - Southwest
Email US
Click to Email Us
If you had a child
or grandchild born in 2025, you need to act now!
What Is a Trump Account?
A Trump Account is a tax-advantaged investment account designed to
help children build long-term wealth starting at birth. Children born between January
1, 2025 and December 31, 2028 are eligible for a one-time $1,000
government-funded investment contribution.
There are no income limits and no out-of-pocket cost to
receive the initial contribution.
Who Is Eligible?
- Any U.S. child born between
2025 and 2028
- Must be claimed on a parent or
guardian’s tax return
- For children born in 2025,
action is required when filing 2025 taxes
Important Tax Filing Reminder
If your child was born in 2025, Form 4547 must be included
with your 2025 tax return to ensure eligibility for the government
contribution.
Missing this step could mean missing out on the benefit.
How We Help
- Confirm eligibility
- Coordinate with tax filing
requirements
- Integrate Trump Accounts into a
broader financial plan
- Align contributions with
long-term family goals
Take Action
If you are expecting, planning, or welcomed a child between 2025 and
2028, especially a child born in 2025, now is the time to act.
📩 Contact us today to discuss
how a Trump Account fits into your family’s financial plan and to ensure
nothing is missed during tax filing.
Karen
Roberts, ChFC and Dianne Odom, CPA, PFS
Together
we help turn your DREAMS into reality,
so you can PROSPER and
confidently OWN your financial future.
DPOWealth.com, 239-970-1711, 12500 Brantley Commons Ct,
Fort Meyers, Fl 33907
Securities offered through
J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered
through J.W. Cole
Advisors, Inc. (JWCA). DPO
Wealth and JWC/JWCA are unaffiliated entities
Other Articles You May Like
Holiday Visits: Prepare the Home, Protect Your Peace
A warm welcome doesn't require a perfect house. Whether family is coming for an afternoon or staying a few nights, a little planning now can make holiday gatherings more comfortable for everyone.1. Have the conversation earlyConfirm dates, overnight arrangements, food preferences, and any mobility needs. Let guests know what works for you, including visit length and quiet time.2. Create a comfortable place to landFresh linens, a clear bedside surface, and an easy-to-reach lamp can make a guest space feel welcoming. No guest room? Agree on sleeping arrangements ahead of time.3. Make movement easierClear hallways and stairs, secure or remove loose rugs, and check lighting between sleeping areas and bathrooms. Keep frequently used items within comfortable reach.4. Put safety before tidinessStore medications securely, especially when children are visiting. Check smoke and carbon monoxide alarms according to the manufacturer's instructions, and keep exits clear.5. Share the hostingInvite family to bring a dish, help with cleanup, or organize an activity. Keep meals simple and make room for breaks. Being together matters more than doing everything yourself.6. Make space for connectionSet out a few family photos, plan a favorite game, or ask guests to share a memory. Often, the simplest traditions are the ones everyone remembers.
A New Chapter Deserves a Thoughtful Beginning.
A New Chapter Deserves a Thoughtful Beginning.Choosing a senior living community is an important life decision. But what happens between making that decision and feeling truly settled?At Silk Road Connection, we work directly for you and your family, providing personalized planning, professional coordination, and oversight of the many details involved in transitioning to senior living.Our goal is simple: Less stress for families. More time to enjoy what comes next.Founder-Directed Team DeliveredSchedule a complimentary consultation. [email protected] silkroadconnection.org
Local Services By This Author
DPO Wealth Partners
Income Tax Filing 12500 Brantley Commons Court, Fort Myers, Florida, 33907At DPO Wealth Partners, we believe that a goal without a plan is just a wish. Thats why we provide an all-inclusive approach to financial planning, designed to help clients turn their aspirations into reality. With a commitment to personalized guidance and disciplined strategies, we integrate wealth management, insurance solutions, and tax planning to create a roadmap for long-term success.Our ServicesPortfolio & Investment ManagementPersonalized portfolio managementBrokerage accountsRetirement accounts: Traditional IRA, Roth IRA, 401(k), 403(b), 457, SEP IRA, Simple IRAAnnuities for long-term income strategiesFinancial PlanningComprehensive retirement planningBudget creation and managementCollege education funding strategiesEstate and legacy planning for future generationsInsurance SolutionsLife insurance policiesLong-term care coverageDisability insurance to protect income and assetsTax Planning & PreparationIndividual and corporate tax planning and preparationSmall business accounting solutionsIncome, gift, and estate tax preparationOur GoalWe are dedicated to keeping you focused on your objectives, advising you on the best ways to achieve them, and supporting you with the discipline required to stay on track. Whether youre planning for retirement, growing your wealth, or protecting your legacy, DPO Wealth Partners offers the guidance and tools you need to reach your financial goals with confidence.
DPO Wealth Partners
Accounting & Tax Services 12500 Brantley Commons Court, Fort Myers, Florida, 33907At DPO Wealth Partners, we believe that a goal without a plan is just a wish. Thats why we provide an all-inclusive approach to financial planning, designed to help clients turn their aspirations into reality. With a commitment to personalized guidance and disciplined strategies, we integrate wealth management, insurance solutions, and tax planning to create a roadmap for long-term success.Our ServicesPortfolio & Investment ManagementPersonalized portfolio managementBrokerage accountsRetirement accounts: Traditional IRA, Roth IRA, 401(k), 403(b), 457, SEP IRA, Simple IRAAnnuities for long-term income strategiesFinancial PlanningComprehensive retirement planningBudget creation and managementCollege education funding strategiesEstate and legacy planning for future generationsInsurance SolutionsLife insurance policiesLong-term care coverageDisability insurance to protect income and assetsTax Planning & PreparationIndividual and corporate tax planning and preparationSmall business accounting solutionsIncome, gift, and estate tax preparationOur GoalWe are dedicated to keeping you focused on your objectives, advising you on the best ways to achieve them, and supporting you with the discipline required to stay on track. Whether youre planning for retirement, growing your wealth, or protecting your legacy, DPO Wealth Partners offers the guidance and tools you need to reach your financial goals with confidence.
DPO Wealth Partners
Long Term Care Planning 12500 Brantley Commons Court, Fort Myers, Florida, 33907At DPO Wealth Partners, we believe that a goal without a plan is just a wish. Thats why we provide an all-inclusive approach to financial planning, designed to help clients turn their aspirations into reality. With a commitment to personalized guidance and disciplined strategies, we integrate wealth management, insurance solutions, and tax planning to create a roadmap for long-term success.Our ServicesPortfolio & Investment ManagementPersonalized portfolio managementBrokerage accountsRetirement accounts: Traditional IRA, Roth IRA, 401(k), 403(b), 457, SEP IRA, Simple IRAAnnuities for long-term income strategiesFinancial PlanningComprehensive retirement planningBudget creation and managementCollege education funding strategiesEstate and legacy planning for future generationsInsurance SolutionsLife insurance policiesLong-term care coverageDisability insurance to protect income and assetsTax Planning & PreparationIndividual and corporate tax planning and preparationSmall business accounting solutionsIncome, gift, and estate tax preparationOur GoalWe are dedicated to keeping you focused on your objectives, advising you on the best ways to achieve them, and supporting you with the discipline required to stay on track. Whether youre planning for retirement, growing your wealth, or protecting your legacy, DPO Wealth Partners offers the guidance and tools you need to reach your financial goals with confidence.