Sentences with phrase «as qualified custodians»

The advantage clearly goes to the large technological companies that can scale electronic will capabilities with programmers and web designers, not to mention having the resources to serve as qualified custodians.

Unlike with equities where there are firms acting as qualified custodians, there aren't bona fide custodians out there for every single cryptocurrency.

Malpractice carriers will certainly consider whether a firm is acting as a qualified custodian when quoting premium rates.

Further, a firm that wants to compete and offer electronic wills will have to consider whether it wants to be in the business of acting as a qualified custodian.

Not exact matches

Please note that for better convenience, security and in order to offer investors an excellent service, Peerform has secured a partnership with the industry's leading qualified custodian and as well as a backup servicer with a highly proven track - record.

A QCD is a direct transfer of funds from an IRA custodian, payable to a qualified charity, as described in the QCD provision in the Internal Revenue Code.

Other teams to have used all three goalkeepers at a World Cup include Belgium and Czechoslovakia, who both fielded all their custodians during the 1982 tournament in Spain, and Greece, who followed suit twelve years later as they struggled to keep out Argentina (4 - 0), Bulgaria (4 - 0) and Nigeria (2 - 0) in the group stages in the United States having gone undefeated through qualifying.

Investments: Your security investments will be maintained, held by an unaffiliated, qualified custodian (Wells Fargo Clearing Services LLC), such as a bank, broker / dealer, direct mutual fund, transfer agent or insurance companies.

Franklin Templeton fund shares held through an administrator or trustee / custodian of an Employer Sponsored Retirement Plan such as a 401 (k) plan (see definition below) do not qualify for a cumulative quantity discount.

The custodian does not want to take on the responsibility of determining whether or not the organization is a qualified charitable organization as defined by the IRS.

The bill defines a qualified custodian of an electronic will as a person who meets all of the following requirements:

As an independent qualified custodian, Kingdom Trust enables registered investment advisors (RIAs) to manage the assets of high - net worth individuals — the 1 % in other words.

Parents in Utah qualify as joint legal custodians only if one parent's time with the child equals 111 overnights a year or more.

A «Discount Solo 401k» is a Self Directed Solo 401k that has all the features of the more expensive plans, including an IRS - approved qualified plan status, a built - in Roth component, participant loan feature, maximum contribution limits, ability to invest into both traditional and alternative assets such as real estate, and direct checkbook control without the need for a custodian or an LLC.