Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. swiss annuity vs IRS crackdown on accountants

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

2. Beneficiary designation received after death

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

3. Life Insurance Purchase from Qualified Plan by ILIT

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

4. net unrealized appreciation (NUA)

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

5. stretch IRA

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

6. Stretch IRA alternatives?

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

7. Participant wants to name trust as participant

   By k man, March 21, 2006
   • 10 replies
   • 7.6k views
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   • Guest
   • March 22, 2007

8. Separate Share Treatment

   By Guest tbouman, May 22, 2003
   • 10 replies
   • 5.8k views
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   • Bruce Steiner
   • May 29, 2003

9. Age Limit for PS plan

   By Guest jusducki, March 1, 2006
   • 10 replies
   • 6k views
   • 
   • Lame Duck
   • March 2, 2006

10. 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

11. PLRs 199951053 & 199915063--How are you presenting these to client

    By Guest danmar, January 4, 2000
    • 10 replies
    • 2.2k views
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    • John Olsen
    • January 21, 2000

12. Trust as beneficiary of IRA

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

13. 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

14. Durable Power of Attorney

    By Guest andmik, May 28, 2002
    • 8 replies
    • 7.4k views
    • 
    • Guest
    • May 28, 2002

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

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

16. IRA Owned by a Living Trust

    By Guest P A Weick, November 24, 2005
    • 7 replies
    • 11.3k views
    • 
    • Appleby
    • December 22, 2005

17. Do inherited IRA's need to stay in name of decedent?

    By Guest garycahn, August 9, 2002
    • 7 replies
    • 4.2k views
    • 
    • KJohnson
    • August 14, 2002

18. IRA Investment in Real Estate

    By Guest katewinni, November 14, 2007
    • 7 replies
    • 4.8k views
    • 
    • mwyatt
    • June 25, 2008

19. Another question about life insurance in a plan

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

20. Power of attorney

    By SMB, June 30, 2003
    • 7 replies
    • 6.1k views
    • 
    • mbozek
    • July 3, 2003

21. 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

22. 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

23. Private annuity to avoid estate tax on large DC balance!

    By Guest Philip Simpkins, December 14, 1998
    • 6 replies
    • 3.5k views
    • 
    • david rigby
    • January 30, 1999

24. May a charity be named as the beneficiary of a qualified plan?

    By KateSmithPA, September 1, 2005
    • 6 replies
    • 7.2k views
    • 
    • mbozek
    • September 18, 2005

25. Spouse beneficiary, rollover of life insurance proceeds

    By Guest John Nelson, September 8, 2005
    • 5 replies
    • 8k views
    • 
    • Guest
    • November 9, 2007

26. Death Benefit Payment Timing

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

27. IRA disposition in pourover will

    By Guest ToddLC, May 26, 2008
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • May 28, 2008

28. death of sole proprietor

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

29. Beneficiary designation naming debtor

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

30. Estate taxes on IRA

    By Guest P A Weick, June 11, 1999
    • 5 replies
    • 5k views
    • 
    • mbozek
    • April 12, 2002

31. move ira to trust via variable annuity

    By Guest john cablet, February 2, 2000
    • 5 replies
    • 2.5k views
    • 
    • John Olsen
    • February 9, 2000

32. Largest Estate Issues Facing DB and/or DC Plan Participants/Owners?

    By Guest Ryder, July 6, 2001
    • 5 replies
    • 3.1k views
    • 
    • Bruce Steiner
    • July 8, 2001

33. ira funding credit shelter trust

    By Guest JBeck, July 28, 2003
    • 5 replies
    • 5.8k views
    • 
    • Mary Kay Foss
    • August 2, 2003

34. Owners Only DC plan deceased with no designated beneficiary

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

35. Can a participant name a trust as his beneficiary?

    By Cathy from Chicago, March 2, 2001
    • 4 replies
    • 3.2k views
    • 
    • Mary Kay Foss
    • March 8, 2001

36. Affidavit of Heirship

    By Guest meggie, April 3, 2003
    • 4 replies
    • 4.9k views
    • 
    • GBurns
    • May 2, 2003

37. Spouse as "sole" beneficiary?

    By Guest renzo, August 29, 2002
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • September 6, 2002

38. DB Plan Sub-Trust owning Life Insurance

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

39. ira to inherited ira status-rollover possible?

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

40. PLR 199925033 and the non-pro rata partition of community property (in

    By Guest Bob Goff, October 10, 2000
    • 4 replies
    • 7.9k views
    • 
    • Guest
    • December 28, 2000

41. Keeping retirement accounts separated

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

42. DB plan included in Estate

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

43. Plan Sponsor as Beneficiary

    By Guest Andy, March 19, 1999
    • 4 replies
    • 2.6k views
    • 
    • John Olsen
    • March 24, 1999

44. beneficiary designation

    By Guest cascigm, August 25, 1999
    • 4 replies
    • 2.6k views
    • 
    • Wessex
    • September 8, 1999

45. fraud or allowable by irs

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

46. trust as owner in 401k

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

47. IRA investments in FLPs

    By Guest jfhopson, August 20, 2002
    • 4 replies
    • 3.2k views
    • 
    • jpod
    • August 20, 2002

48. 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

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. Inherited profit sharing plan

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