Estate Planning Aspects of IRAs and Retirement Plans

168 topics in this forum

1. Partial disclaimer of IRA

   By Guest Steve Palmer, December 16, 1999
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   • Guest
   • December 16, 1999

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

   By Guest Jack Coulter, July 24, 2000
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   • Guest
   • July 24, 2000

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

   By Guest danmar, March 2, 2000
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   • Guest
   • March 2, 2000

4. 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
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   • Appleby
   • December 31, 2004

5. IRA transfer to spouse beneficiary.

   By Guest onemans, March 2, 2000
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   • Guest
   • March 2, 2000

6. Multiple Beneficiary Issue

   By Guest RPSS, March 2, 2000
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   • Guest
   • March 2, 2000

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

   By Guest smithee, March 16, 2000
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   • Guest
   • March 16, 2000

8. Trust named as beneficiary in 1990

   By Guest Reed, April 1, 2000
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   • 2.1k views
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   • Guest
   • April 1, 2000

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

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

10. 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

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

    By Guest HIPAAdrome, June 29, 2000
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    • Guest
    • June 29, 2000

12. Need Sample Waiver of Beneficiary

    By Guest irenes, March 15, 2001
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    • Guest
    • March 15, 2001

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

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

14. Alternate Valuation Date rules involving stocks in large IRA

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

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

    By Guest Bernard F, October 20, 2001
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    • Guest
    • October 20, 2001

16. Content needed for CPE book for CPAs

    By Guest lawallach, March 21, 2009
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    • Guest
    • March 21, 2009

17. Does anyone know where to find birth probabilities?

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

18. Pension Beneficiary Tax Liability

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