How can we help? How can we help?

How can we help?

How can we help? How can we help?
Details

7 results for "Spouse"

Can my spouse and I have a joint account?
  1. iTrustCapital
  2. Individual Retirement Account Info
  3. IRA Education
up under a single individual, however, a client may list a spouse as a beneficiary on an account. Additionally, if you file
Contributor Contributor 0 comments 1
Beneficiary FAQ
  1. iTrustCapital
  2. Account Preferences & Settings
  3. Beneficiary
wish to remove your spouse as 100% primary beneficiary for your account, we will need to have your spouse sign a spousal consent
Jared Jared 0 comments
Can I contribute to an Inherited IRA?
  1. iTrustCapital
  2. Moving Funds into iTrustCapital
  3. Cash Contribution
IRAs per IRS guidelines. Please note that if an eligible spouse takes an Inherited IRA and moves it into their own IRA, this
Contributor Contributor 0 comments
Conversion FAQs
  1. iTrustCapital
  2. Moving Funds into iTrustCapital
  3. Conversions
possible unless you are inheriting from a deceased spouse. Once you move your spouse's account into your personal IRA, then you can
Contributor Contributor 0 comments 1
Cash Contribution FAQs
  1. iTrustCapital
  2. FAQs
  3. Cash Contribution
contribute on my spouse's behalf? Yes, if you file your taxes jointly, the IRS allows you to contribute on your spouse's behalf as
Contributor Contributor 0 comments 1
How to Transfer an Inherited IRA
  1. iTrustCapital
  2. Moving Funds into iTrustCapital
  3. Transfers
move it into a non-Inherited IRA account unless you are the spouse of the original account holder. As a first step, please
Contributor Contributor 0 comments -1
How much can I contribute per year?
  1. iTrustCapital
  2. Moving Funds into iTrustCapital
  3. Cash Contribution
increased to $242,000 for 2026. If eligible, both you and your spouse can open your own Roth IRAs and make the maximum contribution
Contributor Contributor 0 comments 1