Can you contribute to an inherited IRA?
01/05/2020
What is an inherited IRA? Can the customer add money to an inherited IRA?
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.
01/05/2020
What is an inherited IRA? Can the customer add money to an inherited IRA?
12/29/2019
Is there any type of IRA that you can have past 70 ½?
12/22/2019
Can a customer leave an IRA to a charity?
12/15/2019
If a check is payable “Bank FBO Customer” is it always a transfer?
11/17/2019
When did all this interest reporting begin on NRA?
11/10/2019
Do we have to close NRA interest-bearing accounts if we do not have FTIN?
11/03/2019
Should we obtain new W-8BEN on every nonresident alien customer?
11/03/2019
What is a note to FinCEN?
11/03/2019
When do we check aggregated or multiple transactions?
10/27/2019
What must be in a mandatory or voluntary cybercrime filing?