The Dead and the Incorporated
A woman is sixty seconds from a mistake that could cost her tens of thousands in taxes, and no one has warned her. The two hardest transfers are the ones where the owner can’t speak for themselves: the account whose owner has died, and the account whose owner was never a person at all. Inherited IRAs, the SECURE Act 10-year rule, the FBO titling, and how a company proves who’s allowed to move its money.
Listen — 18 min
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The Transfer Desk · 3-part series
1
The Machine That Moves Your Money
18 min
2
The Name on the Account
21 min
3
The Dead and the Incorporated
20 min