Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. Who is the beneficiary of a post-death recharacterization?

   By Guest reg_h2b, December 4, 2000
   • 0 replies
   • 2.2k views
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   • Guest
   • December 4, 2000

2. Can death tax exemption include IRAs?

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

3. 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
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   • Mary Kay Foss
   • October 14, 2000

4. PLR 199925033 and the non-pro rata partition of community property (in

   By Guest Bob Goff, October 10, 2000
   • 4 replies
   • 7.9k views
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   • Guest
   • December 28, 2000

5. Alternate Valuation Date rules involving stocks in large IRA

   By Guest artrose, October 3, 2000
   • 0 replies
   • 2.7k views
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   • Guest
   • October 3, 2000

6. 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

7. Does anyone know where to find birth probabilities?

   By Guest, September 20, 2000
   • 0 replies
   • 2.2k views
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   • Guest
   • September 20, 2000

8. Child as Pension Plan beneficiary upon death of surviving spouse. Pre

   By Guest Russell Anderson, August 20, 2000
   • 3 replies
   • 5.2k views
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   • Guest
   • September 2, 2000

9. Can a disclaimed Roth IRA be paid out over a lifetime?

   By Guest Jack Coulter, July 24, 2000
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   • 2.4k views
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   • Guest
   • July 24, 2000

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

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

11. Variation on the Section 2035 rules for Split Dollar and Insurance Tru

    By Guest RW, June 22, 2000
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    • 1.8k views
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    • Guest
    • June 22, 2000

12. Predeceasing Wife's estate tax liability for husband's term life insu

    By Guest Dmoshier, June 7, 2000
    • 0 replies
    • 1.9k views
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    • Guest
    • June 7, 2000

13. 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

14. SBC/Airtouch

    By Bruce Steiner, April 24, 2000
    • 1 reply
    • 2k views
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    • Guest
    • April 30, 2000

15. Power of Personal Representative

    By Guest RW, April 17, 2000
    • 1 reply
    • 2.4k views
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    • Guest
    • April 22, 2000

16. 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

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

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

18. Trust named as beneficiary in 1990

    By Guest Reed, April 1, 2000
    • 0 replies
    • 2k views
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    • Guest
    • April 1, 2000

19. IRA beneficiary designation in conflict

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

20. Another Multiple Beneficiary Issue

    By Guest RPSS, March 22, 2000
    • 1 reply
    • 2.1k views
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    • Guest
    • March 23, 2000

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

    By Guest smithee, March 16, 2000
    • 0 replies
    • 1.8k views
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    • Guest
    • March 16, 2000

22. Multiple Beneficiary Issue

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

23. IRA transfer to spouse beneficiary.

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

24. Rollovers for IRA spouse bene under 59 1/2--can a spouse bene have her

    By Guest danmar, March 2, 2000
    • 0 replies
    • 2.3k views
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    • Guest
    • March 2, 2000

25. QP/IRA Distribution Planning SOFTWARE

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

26. move ira to trust via variable annuity

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

27. PLRs 199951053 & 199915063--How are you presenting these to client

    By Guest danmar, January 4, 2000
    • 10 replies
    • 2.2k views
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    • John Olsen
    • January 21, 2000

28. Partial disclaimer of IRA

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

29. Roth Conversion in year of death

    By Guest Dale, December 7, 1999
    • 1 reply
    • 2.6k views
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    • Guest
    • December 14, 1999

30. 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
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    • masteff
    • September 11, 2009

31. AB TRUST WITH CONVENTIONAL IRA

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

32. Name a New Beneficiary?

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

33. Trust As Beneficiary Of An IRA

    By Guest J Singletary, November 19, 1999
    • 0 replies
    • 2.7k views
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    • Guest
    • November 19, 1999

34. Recalculating life expectancy

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

35. RMD from each inherited IRA or any inherited IRA?

    By Guest Dale, November 8, 1999
    • 1 reply
    • 2.2k views
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    • Bruce Steiner
    • November 8, 1999

36. Term Certain or Adjusted Term Certain for Heirs when inherited after R

    By Guest Dale, November 8, 1999
    • 0 replies
    • 2k views
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    • Guest
    • November 8, 1999

37. Estate Planning with Prepaid Tuition

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

38. Private Foundation as Beneficiary/Excise Tax

    By KJohnson, October 28, 1999
    • 0 replies
    • 2.6k views
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    • KJohnson
    • October 28, 1999

39. IRD Deduction Calculation

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

40. Can a spouse use a 72(t) roll out without spouses consent?

    By Guest evastein, October 7, 1999
    • 0 replies
    • 2k views
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    • Guest
    • October 7, 1999

41. charitable beneficiary designation

    By Guest sjh, September 28, 1999
    • 1 reply
    • 2.5k views
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    • Guest
    • October 7, 1999

42. 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

43. QTIP as IRA beneficiary

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

44. Year End Sales in a Maritial Trust

    By Guest Dale, August 28, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • August 28, 1999

45. beneficiary designation

    By Guest cascigm, August 25, 1999
    • 4 replies
    • 2.6k views
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    • Wessex
    • September 8, 1999

46. required minimum distributions

    By Guest kurt johansen, August 16, 1999
    • 0 replies
    • 2.4k views
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    • Guest
    • August 16, 1999

47. Disclaim a 403-b to a credit shelter trust or convert to a Roth ???...

    By Guest TMary, August 9, 1999
    • 0 replies
    • 2.3k views
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    • Guest
    • August 9, 1999

48. Splitting an IRA to name a charity as beneficiary after age 70 1/2

    By Guest Carolyn, August 6, 1999
    • 1 reply
    • 2.1k views
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    • Guest
    • August 6, 1999

49. Online article by Merv Wilf about IRA beneficiaries (7/6/99); won't la

    By Dave Baker, July 9, 1999
    • 1 reply
    • 2.4k views
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    • Bruce Steiner
    • July 11, 1999

50. 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