The Trump Account Strategy That Creates an $8.9M Roth IRA
Turn your child’s account into a TAX-FREE WEALTH MACHINE — get the step-by-step investing roadmap that shows you exactly how to use strategies like this to build millions in tax-free retirement income! https://bit.ly/ideal-order-of-investi... Most people are overlooking this new investment account — but it could be one of the most powerful ways to build tax-free wealth for your kids. In this video, Mat Sorensen breaks down how a Trump Account can ultimately be converted into a Roth IRA — and why that one move could turn a small investment into millions in tax-free retirement income. In this video, you’ll learn: • What a Trump Account is and how it works • How to contribute up to $5,000 per year (plus additional funding strategies) • The step-by-step process to convert a Trump Account into a Roth IRA • How Roth conversions are taxed — and how to minimize or eliminate that tax • The “Roth chunking” strategy to stay in the lowest tax brackets • How $60K invested early and strategically could grow into ~$8.9M tax-free Once you understand how this strategy works, you’ll see why this isn’t just another savings account — it’s a long-term wealth-building system. By starting early and leveraging compounding, you can create a massive tax-free asset for your child before they even begin their career. This strategy is especially powerful for parents, grandparents, and business owners who want to give the next generation a financial head start — without requiring earned income or complex planning upfront. CHAPTERS: 0:00 Intro 1:22 Step 1 — Open the Trump Account 2:55 Step 2 — Fund the Account and Invest 8:13 Step 3 — At Age 18, It Becomes a Traditional IRA 9:27 Step 4 — Convert to a Roth IRA 12:31 Step 5 — Convert at Little to No Tax 16:28 What This Becomes Long-Term 17:41 Bonus — Don’t Forget the Kids Roth IRA Strategy 20:07 The Big Picture 20:49 Outro Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, an INC 500 company with over $2.5B in assets and 1,134% growth in the last three years. He leads one of the fastest-growing custodians for self-directed IRAs, helping investors deploy retirement dollars into real estate, private funds, and alternative assets. Mat is the author of The Self-Directed IRA Handbook, the industry’s most widely used guide with over 50,000 copies sold. He also holds advisory roles with KKOS Lawyers and Main Street Business Services and co-hosts two top-ranked podcasts for investors and entrepreneurs. My Social Media: Instagram: / matsorensen Tik Tok: / sorensenmat LinkedIn: / matsorensen Facebook: / mat.sorensen.1 Websites: https://directedira.com/appointment https://kkoslawyers.com https://mainstreetbusiness.com https://matsorensen.com Disclaimer: This podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Consult with a qualified professional before making any investment decisions. The Self-Directed IRA Handbook: https://shop.matsorensen.com/products...

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