Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. Predeceasing Wife's estate tax liability for husband's term life insu

   By Guest Dmoshier, June 7, 2000
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • June 7, 2000

2. AB trust with a ROTH IRA

   By Guest Jeff Salisbury, April 27, 2000
   • 3 replies
   • 2.7k views
   • 
   • Bruce Steiner
   • April 30, 2000

3. AB TRUST WITH CONVENTIONAL IRA

   By Guest EWAN FRASER, December 1, 1999
   • 3 replies
   • 3.1k views
   • 
   • Guest
   • December 11, 1999

4. Affidavit of Heirship

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

5. Age Limit for PS plan

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

6. Alternate Valuation Date rules involving stocks in large IRA

   By Guest artrose, October 3, 2000
   • 0 replies
   • 2.7k views
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   • Guest
   • October 3, 2000

7. Alternate value date

   By Guest Bernard F, November 6, 2001
   • 0 replies
   • 2.9k views
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   • Guest
   • November 6, 2001

8. Another Multiple Beneficiary Issue

   By Guest RPSS, March 22, 2000
   • 1 reply
   • 2.1k views
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   • Guest
   • March 23, 2000

9. Another question about life insurance in a plan

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

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. Are inheritance taxes required on a small estate?

    By Santo Gold, October 18, 2005
    • 1 reply
    • 4.8k views
    • 
    • mbozek
    • October 18, 2005

12. Bankruptcy laws in California vs. Florida

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

13. beneficiary designation

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

14. Beneficiary designation naming debtor

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

15. Beneficiary designation received after death

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

16. Can a disclaimed Roth IRA be paid out over a lifetime?

    By Guest Jack Coulter, July 24, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 24, 2000

17. 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

18. 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

19. Can a spouse disclaim a portion of an IRA and/or a portion of a qualif

    By Guest irenes, October 12, 2000
    • 1 reply
    • 2.5k views
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    • Mary Kay Foss
    • October 14, 2000

20. Can a spouse use a 72(t) roll out without spouses consent?

    By Guest evastein, October 7, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 7, 1999

21. Can an IRA be left in an estate and the RMD be distributed each year t

    By Guest Wendell, July 26, 2002
    • 3 replies
    • 4.6k views
    • 
    • mbozek
    • July 27, 2002

22. 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

23. 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

24. Can death tax exemption include IRAs?

    By Guest AdhLaw, October 27, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 10, 2000

25. Change in beneficiary of an IRA account after death of owner

    By Guest jseramone, January 20, 2001
    • 1 reply
    • 4.1k views
    • 
    • IRC401
    • January 22, 2001

26. charitable beneficiary designation

    By Guest sjh, September 28, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 7, 1999

27. check payable to child or guardian?

    By Guest PeterGulia, May 29, 1999
    • 2 replies
    • 10.6k views
    • 
    • Guest
    • June 3, 1999

28. Child as Pension Plan beneficiary upon death of surviving spouse. Pre

    By Guest Russell Anderson, August 20, 2000
    • 3 replies
    • 5.2k views
    • 
    • Guest
    • September 2, 2000

29. Content needed for CPE book for CPAs

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

30. Conversion to Roth IRA with DB Trust for Grandchildren as Beneficairies

    By Guest Paul Cheverton, December 6, 2005
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • December 6, 2005

31. DB plan included in Estate

    By Guest mike0355, February 23, 2012
    • 4 replies
    • 3.2k views
    • 
    • mbozek
    • February 23, 2012

32. DB Plan Sub-Trust owning Life Insurance

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

33. Death Benefit Payment Timing

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

34. 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

35. death of sole proprietor

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

36. Death of sole Trustee

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

37. Deceased accounholder made impermissible contributions

    By Guest Epictetus, January 23, 2006
    • 3 replies
    • 4.7k views
    • 
    • GBurns
    • January 23, 2006

38. Deceased Participant Owed Corrective Distribution

    By Guest SHM, December 31, 2008
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 31, 2008

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

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

40. Determining Beneficiaries under the final regulations

    By ccassetty, October 16, 2002
    • 2 replies
    • 2.9k views
    • 
    • ccassetty
    • October 16, 2002

41. Discalimer of Fractional IRA Proceeds

    By Guest StanJacobson, October 2, 1998
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • October 30, 1998

42. Disclaim a 403-b to a credit shelter trust or convert to a Roth ???...

    By Guest TMary, August 9, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 9, 1999

43. Disclaimer of IRA to fund By Pass Trust

    By Guest bmorr, July 3, 1999
    • 1 reply
    • 2.8k views
    • 
    • Bruce Steiner
    • July 4, 1999

44. Distributions from IRA to trust

    By Guest JBeck, September 3, 2003
    • 2 replies
    • 4.7k views
    • 
    • Appleby
    • September 13, 2003

45. 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

46. Does anyone know where to find birth probabilities?

    By Guest, September 20, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 20, 2000

47. Durable Power of Attorney

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

48. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • July 23, 2001

49. Employer Payments to Family of Deceased Employee

    By Guest bigred947, September 28, 2004
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • September 28, 2004

50. Estate alternate valuation date for IRA/401(k)

    By Guest Bernard F, October 20, 2001
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • October 20, 2001