Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. 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

2. IRD Deduction Calculation

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

3. 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

4. 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

5. spousal beneficiary for qualified plan

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

6. 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

7. 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

8. IRA's in a Living Trust

   By Guest Al Messel, June 15, 1999
   • 2 replies
   • 2.6k views
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   • Guest
   • June 15, 1999

9. Private Foundation as Beneficiary/Excise Tax

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

10. 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

11. Recalculating life expectancy

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

12. beneficiary designation

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

13. Plan Sponsor as Beneficiary

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

14. charitable beneficiary designation

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

15. ira to inherited ira status-rollover possible?

    By Guest bkkdude, December 13, 2010
    • 4 replies
    • 2.5k views
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    • Guest
    • December 14, 2010

16. Separate subaccounts

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

17. 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

18. move ira to trust via variable annuity

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

19. 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

20. Power of Personal Representative

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

21. 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

22. 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

23. required minimum distributions

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

24. House in By Pass Trust

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

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

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

26. 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

27. 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

28. 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

29. 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

30. Can an IRA hold more than 10% of a company

    By Guest JM123, December 11, 2009
    • 0 replies
    • 2.3k views
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    • Guest
    • December 11, 2009

31. 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

32. Suggestions wanted for article topics

    By Bruce Steiner, May 31, 1999
    • 0 replies
    • 2.2k views
    • 
    • Bruce Steiner
    • May 31, 1999

33. estate planning and esops

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

34. 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

35. 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

36. Need Sample Waiver of Beneficiary

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

37. IRA transfer to spouse beneficiary.

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

38. 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

39. Does anyone know where to find birth probabilities?

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

40. Beneficiary designation naming debtor

    By Bird, July 28, 2014
    • 5 replies
    • 2.1k views
    • 
    • My 2 cents
    • July 28, 2014

41. 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

42. Another Multiple Beneficiary Issue

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

43. 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

44. Trust named as beneficiary in 1990

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

45. Deceased Participant Owed Corrective Distribution

    By Guest SHM, December 31, 2008
    • 0 replies
    • 2k views
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    • Guest
    • December 31, 2008

46. 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

47. SBC/Airtouch

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

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

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

49. Multiple Beneficiary Issue

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

50. Estate Planning with Prepaid Tuition

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