Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. TEFRA 242(b)(2) election... Somebody must remember this

   By Guest PALAWYER, January 14, 1999
   • 1 reply
   • 3.7k views
   • 
   • Guest
   • January 14, 1999

2. IRA disposition in pourover will

   By Guest ToddLC, May 26, 2008
   • 5 replies
   • 3.6k views
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   • Guest
   • May 28, 2008

3. Trust as beneficiary of IRA

   By benefitsguru, March 1, 2016
   • 9 replies
   • 3.6k views
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   • benefitsguru
   • March 4, 2016

4. DB Plan Sub-Trust owning Life Insurance

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

5. Spouse as "sole" beneficiary?

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

6. 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

7. Valuation of Private Annuity

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

8. Roth Beneficiary

   By Guest Upland, January 30, 1999
   • 1 reply
   • 3.5k views
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   • Guest
   • January 31, 1999

9. 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

10. Private annuity to avoid estate tax on large DC balance!

    By Guest Philip Simpkins, December 14, 1998
    • 6 replies
    • 3.5k views
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    • david rigby
    • January 30, 1999

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

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

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

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

13. Profit Sharing Beneficiary Help Needed

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

14. Naming Private Foundation as Beneficiary of IRA

    By chris, July 6, 1999
    • 1 reply
    • 3.4k views
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    • Guest
    • July 6, 1999

15. Funding a bypass trust

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

16. Rollovers for Canadian Non-Resident Alien Beneficiaires

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

17. New Estate & Gift Tax Rules for 2011

    By ERISA1, December 21, 2010
    • 1 reply
    • 3.4k views
    • 
    • GMK
    • December 21, 2010

18. Estate taxes on Roth IRA?

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

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

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

20. QTIP as IRA beneficiary

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

21. Discalimer of Fractional IRA Proceeds

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

22. IRA investments in FLPs

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

23. Can a participant name a trust as his beneficiary?

    By Cathy from Chicago, March 2, 2001
    • 4 replies
    • 3.2k views
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    • Mary Kay Foss
    • March 8, 2001

24. Trust as Beneficiary

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

25. DB plan included in Estate

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

26. AB TRUST WITH CONVENTIONAL IRA

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

27. 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

28. Use of qualified assets to fund credit shleter trust

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

29. IRA with no designated beneficiary

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

30. 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

31. Estate valuation of annuity

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

32. Another question about life insurance in a plan

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

33. Small Benefits Payable to Estate

    By Guest beppie_stark, October 21, 2009
    • 1 reply
    • 3k views
    • 
    • K2retire
    • October 21, 2009

34. IRAs and Estate Planning

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

35. my dad needs tax deducation

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

36. 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

37. Determining Beneficiaries under the final regulations

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

38. IRA transfers to charities?

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

39. Alternate value date

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

40. EGTRRA affect on forward averaging

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

41. Thinking about my estate plan

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

42. Disclaimer of IRA to fund By Pass Trust

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

43. Bankruptcy laws in California vs. Florida

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

44. IRA distribution

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

45. fraud or allowable by irs

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

46. 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

47. No Joint Tenancy?

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

48. AB trust with a ROTH IRA

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

49. Taxation of Earnings

    By joel, August 14, 2014
    • 1 reply
    • 2.7k views
    • 
    • Bird
    • August 15, 2014

50. spousal rollover under new proposed regulations

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