Skip to content

Who can you leave your IRA to? A person a charity?

Can a customer leave an IRA to a charity?

Yes. An IRA can be left to an entity
Learn more about Deborah Crawford’s webinar IRA - The Basics

First published on 12/22/2019

Filed under: 
Filed under compliance as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics