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
   • 1.1k views
   • 
   • Gabriel
   • April 8

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

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

3. IRA with no designated beneficiary

   By Old Reliable, February 12
   • 4 replies
   • 980 views
   • 
   • Old Reliable
   • February 13

4. Retained Earnings - Qualified Retirement Plan

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

5. Beneficiary designation received after death

   By Carol V. Calhoun, April 11, 2017
   • 23 replies
   • 9.2k views
   • 
   • Peter Gulia
   • May 17, 2024

6. Death Benefit Payment Timing

   By Dougsbpc, June 13, 2023
   • 5 replies
   • 1.6k views
   • 
   • Roycal
   • June 15, 2023

7. Owners Only DC plan deceased with no designated beneficiary

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

8. Keeping retirement accounts separated

   By david rigby, July 27, 2022
   • 4 replies
   • 1.4k views
   • 
   • Peter Gulia
   • August 1, 2022

9. Form 5495

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

10. Strange Maryland trust; successor Trustee rules

    By MeTooToo, October 14, 2021
    • 2 replies
    • 1.4k 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
    • 888 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
    • 1.6k views
    • 
    • david rigby
    • October 22, 2020

13. Death of sole Trustee

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

14. Stretch IRA alternatives?

    By RatherBeGolfing, February 12, 2020
    • 11 replies
    • 3.8k views
    • 
    • shERPA
    • February 14, 2020

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

    By Pomsplace, October 7, 2019
    • 9 replies
    • 5.2k views
    • 
    • Luke Bailey
    • October 8, 2019

16. SECURE ACT

    By Brian Haynes, August 26, 2019
    • 2 replies
    • 887 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
    • 4.5k views
    • 
    • My 2 cents
    • May 4, 2017

18. Trust as beneficiary of IRA

    By benefitsguru, March 1, 2016
    • 9 replies
    • 3.5k views
    • 
    • benefitsguru
    • March 4, 2016

19. Naming trust as IRA/ret plan beneficiary

    By SeanTankarian, February 3, 2015   

    • IRA trust retirement plan
    • 2 replies
    • 3.4k views
    • 
    • Calavera
    • February 3, 2015

20. Executor Fees

    By Guest David B, October 27, 2014
    • 1 reply
    • 1.8k 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
    • 2k views
    • 
    • My 2 cents
    • July 28, 2014

23. trust as owner in 401k

    By Guest yanks10952, October 10, 2013
    • 4 replies
    • 6.5k views
    • 
    • QDROphile
    • October 10, 2013

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

    By DMcGovern, January 11, 2013
    • 6 replies
    • 12.5k views
    • 
    • mbozek
    • January 12, 2013

25. death of sole proprietor

    By Draper55, September 14, 2012
    • 5 replies
    • 4k views
    • 
    • Belgarath
    • September 17, 2012