Estate Planning Aspects of IRAs and Retirement Plans

167 topics in this forum

1. 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

2. Surviving Spouse Options

   By Guest ptpnthr, March 2, 2004
   • 1 reply
   • 4.1k views
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   • Mary Kay Foss
   • March 6, 2004

3. swiss annuity vs IRS crackdown on accountants

   By Guest VEBAPLAN, September 21, 2009
   • 30 replies
   • 9.6k views
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   • Guest
   • June 20, 2010

4. Taxation of Earnings

   By joel, August 14, 2014
   • 1 reply
   • 2.7k views
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   • Bird
   • August 15, 2014

5. 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

6. 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

7. Thinking about my estate plan

   By Guest tagen, May 27, 2009
   • 3 replies
   • 2.8k views
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   • Guest
   • July 15, 2009

8. Trust as Beneficiary

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

9. 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

10. Trust as beneficiary of IRA

    By benefitsguru, March 1, 2016
    • 9 replies
    • 3.6k views
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    • benefitsguru
    • March 4, 2016

11. trust as owner in 401k

    By Guest yanks10952, October 10, 2013
    • 4 replies
    • 6.7k views
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    • QDROphile
    • October 10, 2013

12. Trust named as beneficiary in 1990

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

13. Use of qualified assets to fund credit shleter trust

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

14. Valuation of Private Annuity

    By Gary, July 16, 2004
    • 0 replies
    • 3.5k views
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    • Gary
    • July 16, 2004

15. Variation on the Section 2035 rules for Split Dollar and Insurance Tru

    By Guest RW, June 22, 2000
    • 0 replies
    • 1.8k views
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    • Guest
    • June 22, 2000

16. 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

17. 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