Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. IRA transfers to charities?

   By Guest Hickory6, August 24, 2002
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • October 17, 2002

2. IRA with no designated beneficiary

   By Old Reliable, February 12
   • 4 replies
   • 3k views
   • 
   • Old Reliable
   • February 13

3. IRA distribution

   By Guest peachy, May 10, 2003
   • 3 replies
   • 2.8k views
   • 
   • mbozek
   • May 12, 2003

4. Life Insurance Purcahsed with Roth 401k Benefits?

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

5. IRA Beneficiary Disclaiming His/Her Interest

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

6. Deceased accounholder made impermissible contributions

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

7. 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

8. Revocable Trust as IRA Beneficiary???

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

9. 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
   • 1.1k views
   • 
   • JenniferOhio
   • September 3, 2021

10. Thinking about my estate plan

    By Guest tagen, May 27, 2009
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • July 15, 2009

11. Discalimer of Fractional IRA Proceeds

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

12. Trust as Beneficiary

    By Guest MRoth, December 23, 1998
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • March 18, 1999

13. 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

14. 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

15. AB TRUST WITH CONVENTIONAL IRA

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

16. Retained Earnings - Qualified Retirement Plan

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

17. Split-Dollar: changing policies and the three-year transfer rule

    By Guest RW, April 3, 2000
    • 3 replies
    • 2.6k views
    • 
    • John Olsen
    • April 17, 2000

18. AB trust with a ROTH IRA

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

19. 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

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

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

21. Naming trust as IRA/ret plan beneficiary

    By SeanTankarian, February 3, 2015   

    • IRA trust retirement plan
    • 2 replies
    • 3.5k views
    • 
    • Calavera
    • February 3, 2015

22. Strange Maryland trust; successor Trustee rules

    By MeTooToo, October 14, 2021
    • 2 replies
    • 1.8k views
    • 
    • fmsinc
    • October 15, 2021

23. spousal beneficiary for qualified plan

    By AKconsult, March 30, 2009
    • 2 replies
    • 2.7k views
    • 
    • masteff
    • April 3, 2009

24. IRA DISTRIBUTIONS PAID TO A TRUST UNDER A WILL FOR THE BENEFIT OF A CHILD

    By Guest arlene, September 7, 2004
    • 2 replies
    • 3.5k views
    • 
    • Mary Kay Foss
    • September 12, 2004

25. Use of qualified assets to fund credit shleter trust

    By Guest PVICKERS, September 11, 1998
    • 2 replies
    • 3k views
    • 
    • Guest
    • October 1, 1998

26. Determining Beneficiaries under the final regulations

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

27. Estate valuation of annuity

    By Guest Jeff, March 20, 1999
    • 2 replies
    • 3k views
    • 
    • Guest
    • March 30, 1999

28. EGTRRA affect on forward averaging

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

29. Estate taxes on Roth IRA?

    By Guest louis zirin, May 20, 1999
    • 2 replies
    • 3.3k views
    • 
    • Bruce Steiner
    • May 23, 1999

30. Distributions from IRA to trust

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

31. check payable to child or guardian?

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

32. IRA's in a Living Trust

    By Guest Al Messel, June 15, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • June 15, 1999

33. Separate subaccounts

    By k man, July 29, 2009
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 30, 2009

34. House in By Pass Trust

    By Guest bmorr, July 3, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 6, 1999

35. QTIP as IRA beneficiary

    By Guest PBrinckerhoff, September 8, 1999
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 27, 1999

36. How do I ensure my fair share?

    By Guest clarence, January 27, 2009
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 4, 2009

37. SECURE ACT

    By Brian Haynes, August 26, 2019
    • 2 replies
    • 1k views
    • 
    • Brian Haynes
    • August 27, 2019

38. Recalculating life expectancy

    By Guest Mary Ann, November 14, 1999
    • 2 replies
    • 2.6k views
    • 
    • John Olsen
    • November 20, 1999

39. Name a New Beneficiary?

    By Guest Mary Ann, November 21, 1999
    • 2 replies
    • 2.3k views
    • 
    • Bruce Steiner
    • November 23, 1999

40. No Joint Tenancy?

    By Guest jesuscole, May 4, 2009
    • 2 replies
    • 2.7k views
    • 
    • J Simmons
    • May 4, 2009

41. QP/IRA Distribution Planning SOFTWARE

    By John Olsen, February 19, 2000
    • 2 replies
    • 2.5k views
    • 
    • John Olsen
    • February 20, 2000

42. IRA beneficiary designation in conflict

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

43. Minors as Beneficiaries in a DB Plan

    By Guest RW, April 12, 2000
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 22, 2000

44. Estate as IRA beneficiary

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

45. Profit Sharing Beneficiary Help Needed

    By Guest dld, February 6, 2001
    • 2 replies
    • 3.4k views
    • 
    • Everett Moreland
    • February 7, 2001

46. IRA Rolled over to Qualified Plan

    By Guest PensionAdministrator, July 14, 2003
    • 1 reply
    • 2.7k views
    • 
    • mbozek
    • July 15, 2003

47. IRAs and Estate Planning

    By Guest michaelmc148, October 26, 2001
    • 1 reply
    • 2.9k views
    • 
    • basumukherji
    • November 5, 2001

48. Rollovers for Canadian Non-Resident Alien Beneficiaires

    By Brian Haynes, November 17, 2011
    • 1 reply
    • 3.4k views
    • 
    • mbozek
    • November 19, 2011

49. Can death tax exemption include IRAs?

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

50. 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
    • 
    • Mary Kay Foss
    • October 14, 2000