Managing your Account

Managing an existing or inherited account, paying fees, distributions, etc.

• Required Minimum Distributions
• How to pay your NDTCO Fees
• How to Transfer to a New Custodian
• How to Distribute Your Holdings
• Guide to IRA Tax Documents and Forms
• Common Scams and Fraud Prevention
• Prohibited Transactions and Disqualified Persons
• Understanding UBIT, UDFI & UBTI
• Roth IRA Conversions
• Form 990-T Preparation and Filing