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OB3 Banking Insights: Navigating Trump Accounts for Minors

01.26.2026 | Duration: 21:46

Introducing a new type of savings account for eligible minors, known as Trump Accounts.

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We are pleased to announce the release of our latest podcast episode from In the Vault with KPMG, featuring Liz L'Hommedieu, Principal in the KPMG Banking and Capital Markets Tax Practice, and Will Schein, Manager in the KPMG WNT Financial Institutions and Products group. In this episode, Liz and Will discuss a provision of the OB3 legislation introducing a new type of savings account for eligible minors, known as Trump Accounts. They explore key details including eligibility, contributions, investment restrictions, trustee responsibilities, and recent IRS guidance (Notice 2025-68).

Meet our podcast team

Image of Elizabeth B. L'Hommedieu
Elizabeth B. L'Hommedieu
Principal, Washington National Tax, KPMG US
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Image of Elizabeth B. L'Hommedieu
Elizabeth B. L'Hommedieu
Principal, Washington National Tax, KPMG US
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