Can my spouse and I have a joint account? Can my spouse and I have a joint account?

Can my spouse and I have a joint account?

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There are no Joint or Spousal accounts on the iTrustCapital platform. We offer Individual Retirement Accounts (IRAs) and Premium Custody Accounts (PCAs) that can only be opened up under a single individual, however, a client may list a spouse as a beneficiary on an account. Additionally, if you file your taxes jointly, the IRS allows you to contribute on your spouse's behalf as long as you have the earned income required.

Treasury Accounts are also available on the iTrustCapital platform, allowing businesses, trusts, non-profits, and other entities to open an account.

For more information, visit the IRS website.

** Disclaimer - This article is for informational purposes only. Please consult with a tax or financial professional for suitability questions.