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Estate Planning Aspects of IRAs and Retirement Plans

164 topics in this forum

  1. Retained Earnings - Qualified Retirement Plan

    By AllThingsForGood,
    • 2 replies
    • 226 views

  2. Beneficiary designation received after death

    By Carol V. Calhoun,
    • 23 replies
    • 7.6k views

  3. Death Benefit Payment Timing

    By Dougsbpc,
    • 5 replies
    • 1.1k views

  4. Owners Only DC plan deceased with no designated beneficiary

    By Old Reliable,
    • 5 replies
    • 618 views

  5. Keeping retirement accounts separated

    By david rigby,
    • 4 replies
    • 1.1k views

  6. Form 5495

    By shERPA,
    • 0 replies
    • 441 views

  7. Strange Maryland trust; successor Trustee rules

    By MeTooToo,
    • 2 replies
    • 894 views

  8. Qualified plan distribution to non-designated beneficiary

    By JenniferOhio,   
    • 3 replies
    • 612 views

  9. 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,   
    • 4 replies
    • 1.4k views

  10. Death of sole Trustee

    By Egold,
    • 1 reply
    • 497 views

  11. Stretch IRA alternatives?

    By RatherBeGolfing,
    • 11 replies
    • 3.4k views

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

    By Pomsplace,
    • 9 replies
    • 4.5k views

  13. SECURE ACT

    By Brian Haynes,
    • 2 replies
    • 692 views

  14. Post death pension

    By Sonja,   
    • 3 replies
    • 4.3k views

  15. Trust as beneficiary of IRA

    By benefitsguru,
    • 9 replies
    • 3.3k views

  16. Naming trust as IRA/ret plan beneficiary

    By SeanTankarian,   
    • 2 replies
    • 3.3k views

  17. Executor Fees

    By Guest David B,
    • 1 reply
    • 1.6k views

  18. Taxation of Earnings

    By joel,
    • 1 reply
    • 2.5k views

  19. Beneficiary designation naming debtor

    By Bird,
    • 5 replies
    • 1.8k views

  20. trust as owner in 401k

    By Guest yanks10952,
    • 4 replies
    • 6.2k views

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

    By DMcGovern,
    • 6 replies
    • 12.1k views

  22. death of sole proprietor

    By Draper55,
    • 5 replies
    • 3.7k views

  23. DB plan included in Estate

    By Guest mike0355,
    • 4 replies
    • 2.9k views

  24. stretch IRA

    By joel,
    • 11 replies
    • 3.8k views

  25. Rollovers for Canadian Non-Resident Alien Beneficiaires

    By Brian Haynes,
    • 1 reply
    • 3.1k views
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