Presentation: Trump/530A Accounts—What You Need to Know

Friday, 10/9/2026
3:00 - 5:00

Suitable for:

Adults

Explore the rules, benefits, limitations and other key considerations of Trump/530A Accounts to help you make informed decisions.

We’ll cover:

Who can open a Trump/530A Account
Which children are eligible
The $1,000 contribution from the U.S. Treasury
The $250 contribution from donors
How funds in Trump/530A Accounts are invested
When distributions can be taken
The advantages and disadvantages of Trump/530A Accounts compared with other education and savings options, including 529 plans

About the presenter:

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner and Accredited Estate Planner in Redwood Shores, CA. He has been in practice since 1986 and speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors.

Larry received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Personal Finance

Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.

Parenting

Programs for parents and caregivers spotlighting early literacy and child development.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.