The Name on the Account
A transfer bounces over “Bob” versus “Robert,” and the owner is furious — the machine is calling him a liar. The hidden hinge of every simple transfer is one boring word: registration. A walk through individual, joint, traditional and Roth IRAs, and UTMA/UGMA custodial accounts — and why the system would rather reject you than guess who you are.
Listen — 19 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