Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. 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

2. House in By Pass Trust

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

3. 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

4. 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

5. 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

6. check payable to child or guardian?

   By Guest PeterGulia, May 29, 1999
   • 2 replies
   • 10.6k views
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   • Guest
   • June 3, 1999

7. Suggestions wanted for article topics

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

8. Estate taxes on Roth IRA?

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

9. Funding a bypass trust

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

10. Estate valuation of annuity

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

11. Plan Sponsor as Beneficiary

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

12. Trust as Beneficiary

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

13. Roth Beneficiary

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

14. 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

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

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

16. Discalimer of Fractional IRA Proceeds

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

17. Use of qualified assets to fund credit shleter trust

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