Estate Planning Aspects of IRAs and Retirement Plans

168 topics in this forum

1. Name a New Beneficiary?

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

2. Naming Private Foundation as Beneficiary of IRA

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

3. Naming trust as IRA/ret plan beneficiary

   By SeanTankarian, February 3, 2015   

   • IRA trust retirement plan
   • 2 replies
   • 3.6k views
   • 
   • Calavera
   • February 3, 2015

4. Need Sample Waiver of Beneficiary

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

5. net unrealized appreciation (NUA)

   By Guest kurt johansen, February 2, 1999
   • 14 replies
   • 7.1k views
   • 
   • mbozek
   • August 29, 2009

6. New Estate & Gift Tax Rules for 2011

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

7. No Joint Tenancy?

   By Guest jesuscole, May 4, 2009
   • 2 replies
   • 2.8k views
   • 
   • J Simmons
   • May 4, 2009

8. 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

9. 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
   • 
   • Bruce Steiner
   • July 11, 1999

10. Owners Only DC plan deceased with no designated beneficiary

    By Old Reliable, May 22, 2023
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • May 25, 2023

11. Partial disclaimer of IRA

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

12. Participant wants to name trust as participant

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

13. Pension Beneficiary Tax Liability

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

14. Plan Distributions to Multiple Benificiaries of Trust

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

15. Plan Sponsor as Beneficiary

    By Guest Andy, March 19, 1999
    • 4 replies
    • 2.6k views
    • 
    • John Olsen
    • March 24, 1999

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

    By Guest Bob Goff, October 10, 2000
    • 4 replies
    • 8k views
    • 
    • Guest
    • December 28, 2000

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

    By Guest danmar, January 4, 2000
    • 10 replies
    • 2.3k views
    • 
    • John Olsen
    • January 21, 2000

18. 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

19. Power of attorney

    By SMB, June 30, 2003
    • 7 replies
    • 6.2k views
    • 
    • mbozek
    • July 3, 2003

20. Power of Personal Representative

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

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

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

22. Private Foundation as Beneficiary/Excise Tax

    By KJohnson, October 28, 1999
    • 0 replies
    • 2.7k views
    • 
    • KJohnson
    • October 28, 1999

23. Profit Sharing Beneficiary Help Needed

    By Guest dld, February 6, 2001
    • 2 replies
    • 3.5k views
    • 
    • Everett Moreland
    • February 7, 2001

24. QP/IRA Distribution Planning SOFTWARE

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

25. QTIP as IRA beneficiary

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

26. 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

27. Recalculating life expectancy

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

28. required minimum distributions

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

29. Retained Earnings - Qualified Retirement Plan

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

30. Retirement plan of deceased family member had no designated beneficiary

    By Pomsplace, October 7, 2019
    • 9 replies
    • 5.7k views
    • 
    • Luke Bailey
    • October 8, 2019

31. Revocable Trust as IRA Beneficiary???

    By Guest kkgant, June 26, 2001
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • June 28, 2001

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

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

33. Rollovers for Canadian Non-Resident Alien Beneficiaires

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

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

    By Guest danmar, March 2, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 2, 2000

35. Roth Beneficiary

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

36. Roth Conversion in year of death

    By Guest Dale, December 7, 1999
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • December 14, 1999

37. SBC/Airtouch

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

38. SECURE ACT

    By Brian Haynes, August 26, 2019
    • 2 replies
    • 1.1k views
    • 
    • Brian Haynes
    • August 27, 2019

39. Separate Share Treatment

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

40. Separate subaccounts

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

41. Small Benefits Payable to Estate

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

42. Special Needs Trust as IRA Beneficiary

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

43. 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

44. 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
    • 
    • Guest
    • August 6, 1999

45. spousal beneficiary for qualified plan

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

46. spousal rollover under new proposed regulations

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

47. Spouse as "sole" beneficiary?

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

48. Spouse beneficiary, rollover of life insurance proceeds

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

49. Strange Maryland trust; successor Trustee rules

    By MeTooToo, October 14, 2021
    • 2 replies
    • 1.9k views
    • 
    • fmsinc
    • October 15, 2021

50. stretch IRA

    By joel, October 12, 2010
    • 11 replies
    • 4.3k views
    • 
    • joel
    • December 3, 2011