California Retirement Advisors

Trump Accounts are open. Six million were opened in the first weekend, and the headlines are everywhere — the $1,000 federal seed money, the Dell family's $250 contributions, corporate matching pledges.

Here's what most of the coverage skips: this is a retirement account, not a college fund. There's a strict legal order for who's allowed to open one — grandparents are last in line. And the signature on the form carries a representation made under penalty of perjury that most people don't realize they're making.

One account per child. No do-overs if it's set up wrong.

Before you contribute, read this.

https://cradvisors.com/blog-articles/trump-accounts-open-july-4-what-to-know-before-you-contribute

Most SpaceX shareholders are focused on valuation.

The ones who keep most of it are focused on something else entirely.

Before the lockup expires, there are 10 questions worth asking your financial advisor — about custody, taxes, concentration risk, fiduciary structure, and what happens after you diversify.

Most advisors won't bring these up on their own.

We put together a free checklist that covers all 10 — plus what the right answers should actually sound like.

Download it free at the link in our bio.