Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. IRA Investment in Real Estate

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

2. Special Needs Trust as IRA Beneficiary

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

3. Life Insurance Purcahsed with Roth 401k Benefits?

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

4. Participant wants to name trust as participant

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

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. Deceased accounholder made impermissible contributions

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

7. 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

8. IRA Owned by a Living Trust

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

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

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

10. Are inheritance taxes required on a small estate?

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

11. Spouse beneficiary, rollover of life insurance proceeds

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

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

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

13. Plan Distributions to Multiple Benificiaries of Trust

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

14. my dad needs tax deducation

    By Guest bus9, February 18, 2005
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • February 18, 2005

15. Massachusetts -Changes In The Tax Treatment of Certain Estates and Trusts As A Result of Chapter 262 of The Acts Of 2004

    By Appleby, December 31, 2004
    • 0 replies
    • 2.7k views
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    • Appleby
    • December 31, 2004

16. Employer Payments to Family of Deceased Employee

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

17. 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

18. Valuation of Private Annuity

    By Gary, July 16, 2004
    • 0 replies
    • 3.5k views
    • 
    • Gary
    • July 16, 2004

19. Surviving Spouse Options

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

20. Distributions from IRA to trust

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

21. ira funding credit shelter trust

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

22. IRA Rolled over to Qualified Plan

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

23. Power of attorney

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

24. IRA Beneficiary Disclaiming His/Her Interest

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

25. Separate Share Treatment

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

26. IRA distribution

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

27. Affidavit of Heirship

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

28. 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

29. Determining Beneficiaries under the final regulations

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

30. Spouse as "sole" beneficiary?

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

31. IRA transfers to charities?

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

32. IRA investments in FLPs

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

33. 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

34. 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

35. Durable Power of Attorney

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

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

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

37. Alternate value date

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

38. spousal rollover under new proposed regulations

    By Guest Kurt_Johansen, November 6, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 6, 2001

39. IRAs and Estate Planning

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

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

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

41. EGTRRA affect on forward averaging

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

42. 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

43. Revocable Trust as IRA Beneficiary???

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

44. Living trust vs. children as beneficiary of Roth IRA

    By Guest Jim Collins, May 13, 2001
    • 1 reply
    • 3k views
    • 
    • Fred Payne
    • May 25, 2001

45. Need Sample Waiver of Beneficiary

    By Guest irenes, March 15, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 15, 2001

46. 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

47. Pension Beneficiary Tax Liability

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

48. Profit Sharing Beneficiary Help Needed

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

49. 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

50. MRD's for IRA's: Seperate Plans or Seperate Accounts?

    By Guest reg_h2b, December 6, 2000
    • 1 reply
    • 3.4k views
    • 
    • IRC401
    • December 8, 2000