Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. Is a new spousal waiver necessary for second marriage?

   By Old Reliable, February 12
   • 8 replies
   • 5.1k views
   • 
   • Gabriel
   • April 8

2. Deductibility of DB Plan contributions for sole prop in NJ

   By Old Reliable, March 27
   • 1 reply
   • 475 views
   • 
   • BG5150
   • March 27

3. IRA with no designated beneficiary

   By Old Reliable, February 12
   • 4 replies
   • 3k views
   • 
   • Old Reliable
   • February 13

4. Retained Earnings - Qualified Retirement Plan

   By AllThingsForGood, July 16, 2024
   • 3 replies
   • 783 views
   • 
   • Luke Bailey
   • September 27, 2024

5. Beneficiary designation received after death

   By Carol V. Calhoun, April 11, 2017
   • 23 replies
   • 10.3k views
   • 
   • Peter Gulia
   • May 17, 2024

6. Death Benefit Payment Timing

   By Dougsbpc, June 13, 2023
   • 5 replies
   • 1.9k views
   • 
   • Roycal
   • June 15, 2023

7. Owners Only DC plan deceased with no designated beneficiary

   By Old Reliable, May 22, 2023
   • 5 replies
   • 1k views
   • 
   • Belgarath
   • May 25, 2023

8. Keeping retirement accounts separated

   By david rigby, July 27, 2022
   • 4 replies
   • 1.6k views
   • 
   • Peter Gulia
   • August 1, 2022

9. Form 5495

   By shERPA, May 19, 2022
   • 0 replies
   • 773 views
   • 
   • shERPA
   • May 19, 2022

10. Strange Maryland trust; successor Trustee rules

    By MeTooToo, October 14, 2021
    • 2 replies
    • 1.8k views
    • 
    • fmsinc
    • October 15, 2021

11. Qualified plan distribution to non-designated beneficiary

    By JenniferOhio, September 3, 2021   

    • qualified plan
    • distribution
    • (and 3 more)

      Tagged with:

      • qualified plan
      • distribution
      • non-designated beneficiary
      • inherited ira
      • direct transfer
    • 3 replies
    • 1.1k views
    • 
    • JenniferOhio
    • September 3, 2021

12. Can a sneaky spouse draw and sell esop stock from a qualified plan to an individual IRA and have transfer on death to alternate beneficiary

    By Cindy701, October 21, 2020   

    • retirement plan beneficiary
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • October 22, 2020

13. Death of sole Trustee

    By Egold, October 1, 2020
    • 1 reply
    • 871 views
    • 
    • david rigby
    • October 1, 2020

14. Stretch IRA alternatives?

    By RatherBeGolfing, February 12, 2020
    • 11 replies
    • 4.1k views
    • 
    • shERPA
    • February 14, 2020

15. Retirement plan of deceased family member had no designated beneficiary

    By Pomsplace, October 7, 2019
    • 9 replies
    • 5.6k views
    • 
    • Luke Bailey
    • October 8, 2019

16. SECURE ACT

    By Brian Haynes, August 26, 2019
    • 2 replies
    • 1k views
    • 
    • Brian Haynes
    • August 27, 2019

17. Post death pension

    By Sonja, May 4, 2017   

    • qdro
    • dro
    • (and 4 more)

      Tagged with:

      • qdro
      • dro
      • post death
      • child
      • friend
      • beneficiary
    • 3 replies
    • 4.7k views
    • 
    • My 2 cents
    • May 4, 2017

18. Trust as beneficiary of IRA

    By benefitsguru, March 1, 2016
    • 9 replies
    • 3.6k views
    • 
    • benefitsguru
    • March 4, 2016

19. Naming trust as IRA/ret plan beneficiary

    By SeanTankarian, February 3, 2015   

    • IRA trust retirement plan
    • 2 replies
    • 3.5k views
    • 
    • Calavera
    • February 3, 2015

20. Executor Fees

    By Guest David B, October 27, 2014
    • 1 reply
    • 1.9k views
    • 
    • Flyboyjohn
    • October 27, 2014

21. Taxation of Earnings

    By joel, August 14, 2014
    • 1 reply
    • 2.7k views
    • 
    • Bird
    • August 15, 2014

22. Beneficiary designation naming debtor

    By Bird, July 28, 2014
    • 5 replies
    • 2.1k views
    • 
    • My 2 cents
    • July 28, 2014

23. trust as owner in 401k

    By Guest yanks10952, October 10, 2013
    • 4 replies
    • 6.7k views
    • 
    • QDROphile
    • October 10, 2013

24. death of sole prop, who is able to terminate the plan?

    By DMcGovern, January 11, 2013
    • 6 replies
    • 12.8k views
    • 
    • mbozek
    • January 12, 2013

25. death of sole proprietor

    By Draper55, September 14, 2012
    • 5 replies
    • 4.2k views
    • 
    • Belgarath
    • September 17, 2012

26. DB plan included in Estate

    By Guest mike0355, February 23, 2012
    • 4 replies
    • 3.1k views
    • 
    • mbozek
    • February 23, 2012

27. stretch IRA

    By joel, October 12, 2010
    • 11 replies
    • 4.2k views
    • 
    • joel
    • December 3, 2011

28. Rollovers for Canadian Non-Resident Alien Beneficiaires

    By Brian Haynes, November 17, 2011
    • 1 reply
    • 3.4k views
    • 
    • mbozek
    • November 19, 2011

29. DB Plan Sub-Trust owning Life Insurance

    By RayJJohnsonJr, October 12, 2011
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • November 9, 2011

30. fraud or allowable by irs

    By Guest whototrust, October 28, 2011
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • October 28, 2011

31. Estate as IRA beneficiary

    By Bird, March 23, 2011
    • 2 replies
    • 4.4k views
    • 
    • Bird
    • March 23, 2011

32. New Estate & Gift Tax Rules for 2011

    By ERISA1, December 21, 2010
    • 1 reply
    • 3.4k views
    • 
    • GMK
    • December 21, 2010

33. ira to inherited ira status-rollover possible?

    By Guest bkkdude, December 13, 2010
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 14, 2010

34. Life Insurance Purchase from Qualified Plan by ILIT

    By Guest GTigers, June 30, 2010
    • 14 replies
    • 8.7k views
    • 
    • Guest
    • July 12, 2010

35. Inherited profit sharing plan

    By Guest ingridak, July 8, 2010
    • 4 replies
    • 7.4k views
    • 
    • Bird
    • July 12, 2010

36. swiss annuity vs IRS crackdown on accountants

    By Guest VEBAPLAN, September 21, 2009
    • 30 replies
    • 9.6k views
    • 
    • Guest
    • June 20, 2010

37. Can an IRA hold more than 10% of a company

    By Guest JM123, December 11, 2009
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 11, 2009

38. Small Benefits Payable to Estate

    By Guest beppie_stark, October 21, 2009
    • 1 reply
    • 3k views
    • 
    • K2retire
    • October 21, 2009

39. Any way for a nonspouse plan beneficiary to make a tax-free rollover t

    By Everett Moreland, December 3, 1999
    • 10 replies
    • 4.9k views
    • 
    • masteff
    • September 11, 2009

40. net unrealized appreciation (NUA)

    By Guest kurt johansen, February 2, 1999
    • 14 replies
    • 6.9k views
    • 
    • mbozek
    • August 29, 2009

41. Another question about life insurance in a plan

    By katieinny, August 20, 2009
    • 7 replies
    • 3k views
    • 
    • Bird
    • August 21, 2009

42. Separate subaccounts

    By k man, July 29, 2009
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 30, 2009

43. Bankruptcy laws in California vs. Florida

    By Guest nolan, July 23, 2009
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • July 23, 2009

44. Thinking about my estate plan

    By Guest tagen, May 27, 2009
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • July 15, 2009

45. No Joint Tenancy?

    By Guest jesuscole, May 4, 2009
    • 2 replies
    • 2.7k views
    • 
    • J Simmons
    • May 4, 2009

46. spousal beneficiary for qualified plan

    By AKconsult, March 30, 2009
    • 2 replies
    • 2.7k views
    • 
    • masteff
    • April 3, 2009

47. Content needed for CPE book for CPAs

    By Guest lawallach, March 21, 2009
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2009

48. How do I ensure my fair share?

    By Guest clarence, January 27, 2009
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 4, 2009

49. Looking for advice regarding living will and trust

    By Guest nolan, February 25, 2009
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 26, 2009

50. Can an UTMA custodian rollover into an inherited IRA on the minor's behalf?

    By Guest Rissa, February 17, 2009
    • 6 replies
    • 9.7k views
    • 
    • Guest
    • February 24, 2009