11 results for "Beneficiary"
Beneficiary FAQ
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of having a beneficiary or multiple beneficiaries in their accounts with iTrustCapital. What Is A Beneficiary? What Is The
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What Is A Beneficiary? What Is The Difference Between Primary And Contingent Beneficiary?
Beneficiaries inherit your account upon your death. There are two types of beneficiaries: Primary and Contingent. Primary
How do I change my Beneficiary to a Trust or Entity?
To change your Beneficiary to a Trust (Revocable, Irrevocable, etc) or Entity, please submit a request here. We will email
How Do I Add/Change My Beneficiaries?
you to designate beneficiaries as well! Log in on a web browser, select your PCA, and click "Beneficiaries". If
Can my spouse and I have a joint account?
single individual, however, a client may list a spouse as a beneficiary on an account. Additionally, if you file your taxes jointly
Can my IRA be owned by my LLC or Trust?
Trusts (Revocable, Irrevocable, etc.) may be listed as beneficiaries on the applicants' accounts. For more information on
How to Transfer an Inherited IRA
An Inherited IRA, also known as a Beneficiary IRA, can be transferred to iTrustCapital just like any Roth or Traditional
Premium Custody Account (PCA) FAQs
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available for Premium Custody Accounts. Can I name a beneficiary to my Premium Custody Account? No. Premium Custody Accounts
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How do I request my annual RMD from my IRA?
IRAs do not have RMDs. RMDs also apply to Inherited (Beneficiary IRA's) but have special distribution rules, which you should
What is an RMD (Required Minimum Distribution)?
IRAs do not have RMDs. RMDs also apply to Inherited (Beneficiary IRAs), but have special distribution rules, which should