Joint Acct Question

Discussion in 'Retail Brokers' started by listedguru, Mar 24, 2008.

  1. Say I am looking to set up a retail trading acct with a firm and I'm not married... Do you know if you can name a beneficiary for that account or set-up a joint acct but have the tax situation only affect me? I would like the money in the account to go to someone in the event of a tragedy. How is the done?

  3. When you open the account you should be able to name a beneficiary or set up a transfer on death (TOD) naming a beneficiary.