Decedent in payout—beneficiary in payout
11/19/2023
On a 10 year rule payout, does the beneficiary have to take payouts?
Deborah Crawford
Bio:
Debbie specializes in deposit compliance, is a well-known trainer in the industry, and is the President of gettechnical, inc.
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.
Questions Answered
Emergency Saving distribution from an IRA—what is new?
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Can customers take out $1000 without penalty for an emergency?
Domestic Abuse distribution exception?
11/05/2023
Can the customer take money out of the IRA for domestic abuse and avoid a 10% penalty?
See-Thru Trust as Beneficiary?
11/05/2023
What happens if a trust is a beneficiary of an IRA?
Who can access beneficial ownership database?
10/22/2023
Who can access our customer’s information? And when on this national database?
Beneficial Owners with Substantial Control—how many?
10/22/2023
Will there be more than one substantial control person for a company?
Images of Driver’s Licenses for beneficial owners?
10/15/2023
Will beneficial owners of a reporting company have to image their license?
Is a lawyer a beneficial owner?
10/08/2023
Does a lawyer exercise substantial control and therefor a beneficial owner?
RMD age is 73?
08/13/2023
What is the RMD age now?
Joint owners without signatures and FDIC insurance?
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.