Individual Tod Account Withdrawal
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FAQ
TOD accounts are also subject to inheritance tax and capital gains tax, as well as taxes on withdrawals from pre-tax investments including IRAs and 401(k) plans.
TOD stands for transfer on death and is a legal means of ensuring specific people receive money and assets like stocks and bonds from brokerage accounts if the account owner dies.
Transfer on death accounts are similar to ?payable on death" (POD) accounts, with both transferring assets to beneficiaries after the account owner dies. Typically, TOD designations are used for stocks, bonds, mutual funds and other brokerage accounts, while POD designations are used for bank accounts.
On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account. For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.
During your lifetime, you retain full ownership and control of assets in a TOD account. You can manage the investments as you see fit, make additions or withdrawals, and move or close the account if you wish.