37 results for "tax benefits"
What are the tax benefits of having an iTrustCapital account?
applicable taxes. If you own the same assets in an IRA, however, you might be able to shelter that income from taxes. If you
Premium Custody Account (PCA) FAQs
(Traditional, Roth, SEP), each having unique tax benefits. Do PCA accounts offer similar Tax Advantages as IRA-Retirement Accounts
Can iTrustCapital help me with advice – financial or tax related?
funds. It’s best to consult with your own Financial Advisor or Tax Professional for those types of questions. For more information
What is a SEP IRA?
- Grows tax-deferred - Taxed once you take distributions at an ordinary income level - Cash contributions are tax-deductible
Cash Contribution FAQs
purposes only. iTrustCapital does not give tax advice. We recommend you consult with a tax professional.
Can my spouse and I have a joint account?
beneficiary on an account. Additionally, if you file your taxes jointly, the IRS allows you to contribute on your spouse's
Beneficiary FAQ
charity. However, we suggest speaking with a CPA or Licensed Tax Advisor about having a charity as your beneficiary. It will
Can iTrustCapital give me investment advice?
funds. It’s best to consult with your own Financial Advisor or Tax Professional for those types of questions.
How much can I contribute per year?
contributions is April 15th, 2026. Contributions for the tax year 2026 can be submitted as early as January 1st, 2026
What is the 5-Year Rule related to Roth IRAs?
initial tax year of contributing to the account. Although contributions to a Roth IRA can be withdrawn without tax implications