Estate Planning Aspects of IRAs and Retirement Plans

168 topics in this forum

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

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

2. Estate as IRA beneficiary

   By Bird, March 23, 2011
   • 2 replies
   • 4.5k views
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   • Bird
   • March 23, 2011

3. Estate Makes Deduction for Contribution After Partner's Death

   By Guest smithee, March 16, 2000
   • 0 replies
   • 1.9k views
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   • Guest
   • March 16, 2000

4. estate planning and esops

   By Guest Angie Horn, September 27, 1999
   • 1 reply
   • 2.2k views
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   • Bruce Steiner
   • September 29, 1999

5. Estate Planning with Prepaid Tuition

   By Guest Dale, November 3, 1999
   • 1 reply
   • 2k views
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   • Guest
   • November 6, 1999

6. Estate taxes on IRA

   By Guest P A Weick, June 11, 1999
   • 5 replies
   • 5.1k views
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   • mbozek
   • April 12, 2002

7. Estate taxes on Roth IRA?

   By Guest louis zirin, May 20, 1999
   • 2 replies
   • 3.4k views
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   • Bruce Steiner
   • May 23, 1999

8. Estate valuation of annuity

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

9. Executor Fees

   By Guest David B, October 27, 2014
   • 1 reply
   • 1.9k views
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   • Flyboyjohn
   • October 27, 2014

10. Form 5495

    By shERPA, May 19, 2022
    • 0 replies
    • 852 views
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    • shERPA
    • May 19, 2022

11. fraud or allowable by irs

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

12. Funding a bypass trust

    By Guest Mary Ann, May 18, 1999
    • 1 reply
    • 3.4k views
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    • Guest
    • May 21, 1999

13. House in By Pass Trust

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

14. How do I ensure my fair share?

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

15. HOW DO I TRANSFER AN IRA AND UTILIZE THE UNIFIED TAX CREDIT?

    By Guest AdhLaw, September 28, 2000
    • 1 reply
    • 2.3k views
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    • Guest
    • October 3, 2000

16. Inherited profit sharing plan

    By Guest ingridak, July 8, 2010
    • 4 replies
    • 7.5k views
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    • Bird
    • July 12, 2010

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

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

18. IRA beneficiary designation in conflict

    By k man, March 24, 2000
    • 2 replies
    • 5.3k views
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    • Bruce Steiner
    • March 26, 2000

19. IRA Beneficiary Disclaiming His/Her Interest

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

20. IRA disposition in pourover will

    By Guest ToddLC, May 26, 2008
    • 5 replies
    • 3.7k views
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    • Guest
    • May 28, 2008

21. IRA distribution

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

22. 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
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    • Mary Kay Foss
    • September 12, 2004

23. ira funding credit shelter trust

    By Guest JBeck, July 28, 2003
    • 5 replies
    • 5.9k views
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    • Mary Kay Foss
    • August 2, 2003

24. IRA Investment in Real Estate

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

25. IRA investments in FLPs

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

26. 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

27. IRA payable to Family Trust. Can you liquidate the family trust withou

    By Guest HIPAAdrome, June 29, 2000
    • 0 replies
    • 2.9k views
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    • Guest
    • June 29, 2000

28. IRA Rolled over to Qualified Plan

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

29. ira to inherited ira status-rollover possible?

    By Guest bkkdude, December 13, 2010
    • 4 replies
    • 2.6k views
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    • Guest
    • December 14, 2010

30. IRA transfer to spouse beneficiary.

    By Guest onemans, March 2, 2000
    • 0 replies
    • 2.2k views
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    • Guest
    • March 2, 2000

31. IRA transfers to charities?

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

32. IRA with no designated beneficiary

    By Old Reliable, February 12, 2025
    • 4 replies
    • 4.4k views
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    • Old Reliable
    • February 13, 2025

33. IRA's in a Living Trust

    By Guest Al Messel, June 15, 1999
    • 2 replies
    • 2.7k views
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    • Guest
    • June 15, 1999

34. IRAs and Estate Planning

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

35. IRD Deduction Calculation

    By Guest Dale, October 13, 1999
    • 1 reply
    • 2.7k views
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    • Guest
    • October 28, 1999

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

    By Old Reliable, February 12, 2025
    • 8 replies
    • 5.4k views
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    • Gabriel
    • April 8, 2025

37. Keeping retirement accounts separated

    By david rigby, July 27, 2022
    • 4 replies
    • 1.7k views
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    • Peter Gulia
    • August 1, 2022

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

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

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

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

40. Life Insurance Purcahsed with Roth 401k Benefits?

    By J Simmons, April 11, 2007
    • 3 replies
    • 5.3k views
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    • Belgarath
    • April 12, 2007

41. Life Insurance Purchase from Qualified Plan by ILIT

    By Guest GTigers, June 30, 2010
    • 14 replies
    • 8.8k views
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    • Guest
    • July 12, 2010

42. 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

43. Looking for advice regarding living will and trust

    By Guest nolan, February 25, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 26, 2009

44. 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
    • 2.8k views
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    • Appleby
    • December 31, 2004

45. 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

46. Minors as Beneficiaries in a DB Plan

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

47. move ira to trust via variable annuity

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

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

    By Guest reg_h2b, December 6, 2000
    • 1 reply
    • 3.5k views
    • 
    • IRC401
    • December 8, 2000

49. Multiple Beneficiary Issue

    By Guest RPSS, March 2, 2000
    • 0 replies
    • 2k views
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    • Guest
    • March 2, 2000

50. my dad needs tax deducation

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