Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. 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

2. IRA Owned by a Living Trust

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

3. check payable to child or guardian?

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

4. Beneficiary designation received after death

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

5. 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

6. swiss annuity vs IRS crackdown on accountants

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

7. Life Insurance Purchase from Qualified Plan by ILIT

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

8. Spouse beneficiary, rollover of life insurance proceeds

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

9. 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

10. Participant wants to name trust as participant

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

11. Durable Power of Attorney

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

12. Inherited profit sharing plan

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

13. 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

14. net unrealized appreciation (NUA)

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

15. trust as owner in 401k

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

16. Power of attorney

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

17. Age Limit for PS plan

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

18. ira funding credit shelter trust

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

19. Separate Share Treatment

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

20. 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

21. Special Needs Trust as IRA Beneficiary

    By Christine Roberts, July 26, 2007
    • 1 reply
    • 5.3k views
    • 
    • Bruce Steiner
    • December 21, 2008

22. Life Insurance Purcahsed with Roth 401k Benefits?

    By J Simmons, April 11, 2007
    • 3 replies
    • 5.2k views
    • 
    • Belgarath
    • April 12, 2007

23. IRA beneficiary designation in conflict

    By k man, March 24, 2000
    • 2 replies
    • 5.2k views
    • 
    • Bruce Steiner
    • March 26, 2000

24. 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

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

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

26. Estate taxes on IRA

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

27. 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

28. Affidavit of Heirship

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

29. Are inheritance taxes required on a small estate?

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

30. IRA Investment in Real Estate

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

31. Distributions from IRA to trust

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

32. Revocable Trust as IRA Beneficiary???

    By Guest kkgant, June 26, 2001
    • 3 replies
    • 4.7k views
    • 
    • Guest
    • June 28, 2001

33. Deceased accounholder made impermissible contributions

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

34. 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

35. 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

36. Estate as IRA beneficiary

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

37. Interaction between "income" for trust purposes and RMDs

    By Bird, October 21, 2005
    • 3 replies
    • 4.3k views
    • 
    • Bird
    • October 25, 2005

38. 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

39. stretch IRA

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

40. death of sole proprietor

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

41. leaving a 403b account as part of an estate

    By Guest ckrich, April 12, 2002
    • 1 reply
    • 4.2k views
    • 
    • mbozek
    • April 13, 2002

42. Stretch IRA alternatives?

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

43. Surviving Spouse Options

    By Guest ptpnthr, March 2, 2004
    • 1 reply
    • 4.1k views
    • 
    • Mary Kay Foss
    • March 6, 2004

44. Plan Distributions to Multiple Benificiaries of Trust

    By Guest jmeyer61, April 9, 2005
    • 1 reply
    • 4.1k views
    • 
    • Everett Moreland
    • April 10, 2005

45. IRA Beneficiary Disclaiming His/Her Interest

    By Guest ERISA_kid, June 19, 2003
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • June 19, 2003

46. 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

47. Partial disclaimer of IRA

    By Guest Steve Palmer, December 16, 1999
    • 0 replies
    • 4k views
    • 
    • Guest
    • December 16, 1999

48. Nursing home taking a participant's assets in a Profit SHaring Plan in

    By Guest Kimberly Speck, October 30, 2002
    • 3 replies
    • 4k views
    • 
    • jeanine
    • November 1, 2002

49. Pension Beneficiary Tax Liability

    By Guest Bkerila, February 9, 2001
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • February 9, 2001

50. Employer Payments to Family of Deceased Employee

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