Sentences with phrase «with different beneficiaries»

Of course, a customer who holds several accounts in different legal capacities (for example, as trustee for several different trusts with different beneficiaries) may receive separate protection for each account.

Another important point to remember is that if you have multiple traditional, SEP or Simple IRAs with different beneficiaries, you might want to maintain a separate Form 8606 for each type of IRA.

Not exact matches

[2] Mainstream organizations are defined here as those working in different projects, without a focus on disability — as opposed to disability focused NGOs, which usually implement (or partner with local organizations for that purpose) different types of projects, with persons with disabilities as their primary beneficiaries.

As with the original account, the money in an 529 UGMA / UTMA account will belong to the minor who owns it — meaning that it can't be transferred to a different beneficiary.

You spend countless hours researching the best life insurance companies, narrowing down your select few and the right policy, only to have all your careful planning go up in smoke due to a failure to properly designate your beneficiary or failing to update your policy.The following article will address the various concerns with naming different life insurance beneficiaries that you need to be aware of to avoid sabotaging your legacy.

If you have an IRA with outdated beneficiaries and your will and trust says something different, the funds go to what is on file at the financial institution.

Since IRAs pass outside the will, one can keep separate IRA accounts with different companies, with, say, the Vanguard IRA having primary beneficiary United Way and the Fidelity IRA having primary beneficiary the American Cancer Society, etc. to achieve the appropriate charitable bequests.

If you have multiple Traditional, SEP and / or SIMPLE IRAs with different primary beneficiaries, you may want to maintain a separate Form 8606 for each IRA.

The flexibility that a beneficiary has in terms of what can be done with an inherited retirement account, as well as the tax consequences that accompany the bequest, depends on many different factors.

I visited just two of many projects in India alone that are part of this network of beneficiaries, but each had a wildly different focus and I was really impressed with the impact that each has had on the lives of the people it is seeking to help.

Having thus answered the first referred question in the affirmative, AG Cruz Villalon then analyzed the question of whether Member State authorities» treatment with regard to the freedom of movement may be different for beneficiaries of different kinds of international protection, or for beneficiaries of international protection and other third country nationals.

You spend countless hours researching the best life insurance companies, narrowing down your select few and the right policy, only to have all your careful planning go up in smoke due to a failure to properly designate your beneficiary or failing to update your policy.The following article will address the various concerns with naming different life insurance beneficiaries that you need to be aware of to avoid sabotaging your legacy.

Of course, people use Facebook for different things (posting photos, getting news, chatting with friends, and so on), so we lay out a few categories of potential beneficiaries of a Facebook backlash.