Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. House in By Pass Trust

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

2. Disclaimer of IRA to fund By Pass Trust

   By Guest bmorr, July 3, 1999
   • 1 reply
   • 2.8k views
   • 
   • Bruce Steiner
   • July 4, 1999

3. IRA's in a Living Trust

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

4. Estate taxes on IRA

   By Guest P A Weick, June 11, 1999
   • 5 replies
   • 5k views
   • 
   • mbozek
   • April 12, 2002

5. Suggestions wanted for article topics

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

6. check payable to child or guardian?

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

7. Estate taxes on Roth IRA?

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

8. Funding a bypass trust

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

9. Estate valuation of annuity

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

10. Plan Sponsor as Beneficiary

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

11. net unrealized appreciation (NUA)

    By Guest kurt johansen, February 2, 1999
    • 14 replies
    • 6.9k views
    • 
    • mbozek
    • August 29, 2009

12. Roth Beneficiary

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

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

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

14. Trust as Beneficiary

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

15. 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

16. Discalimer of Fractional IRA Proceeds

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