Estates are a Nondesignated beneficiary—what does that mean?
11/05/2023
Beneficiaries of an IRA are deceased, does the estate become a beneficiary?
Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.
11/05/2023
Beneficiaries of an IRA are deceased, does the estate become a beneficiary?
11/05/2023
What happens if a trust is a beneficiary of an IRA?
10/22/2023
Who can access our customer’s information? And when on this national database?
10/22/2023
Will there be more than one substantial control person for a company?
10/15/2023
Will beneficial owners of a reporting company have to image their license?
10/08/2023
Does a lawyer exercise substantial control and therefor a beneficial owner?
08/13/2023
What is the RMD age now?
08/13/2023
What if our joint owner did not sign the signature card? That used to be a thing which caused the insurance to revert to single party.
08/06/2023
Does the beneficiary of the IRA have to take the last RMD if the owner did not take it?
08/06/2023
Does a designated beneficiary have 10 years to distribute the entire balance of the IRA?