Estate Planning Aspects of IRAs and Retirement Plans

168 topics in this forum

1. Estate Planning with Prepaid Tuition

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

2. Looking for advice regarding living will and trust

   By Guest nolan, February 25, 2009
   • 4 replies
   • 2k views
   • 
   • Guest
   • February 26, 2009

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

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

4. Executor Fees

   By Guest David B, October 27, 2014
   • 1 reply
   • 1.9k views
   • 
   • Flyboyjohn
   • October 27, 2014

5. Strange Maryland trust; successor Trustee rules

   By MeTooToo, October 14, 2021
   • 2 replies
   • 1.9k views
   • 
   • fmsinc
   • October 15, 2021

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

   By Guest smithee, March 16, 2000
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 16, 2000

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

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

8. Can a sneaky spouse draw and sell esop stock from a qualified plan to an individual IRA and have transfer on death to alternate beneficiary

   By Cindy701, October 21, 2020   

   • retirement plan beneficiary
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • October 22, 2020

9. Content needed for CPE book for CPAs

   By Guest lawallach, March 21, 2009
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 21, 2009

10. Keeping retirement accounts separated

    By david rigby, July 27, 2022
    • 4 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 1, 2022

11. Qualified plan distribution to non-designated beneficiary

    By JenniferOhio, September 3, 2021   

    • qualified plan
    • distribution
    • (and 3 more)

      Tagged with:

      • qualified plan
      • distribution
      • non-designated beneficiary
      • inherited ira
      • direct transfer
    • 3 replies
    • 1.1k views
    • 
    • JenniferOhio
    • September 3, 2021

12. Owners Only DC plan deceased with no designated beneficiary

    By Old Reliable, May 22, 2023
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • May 25, 2023

13. SECURE ACT

    By Brian Haynes, August 26, 2019
    • 2 replies
    • 1.1k views
    • 
    • Brian Haynes
    • August 27, 2019

14. Death of sole Trustee

    By Egold, October 1, 2020
    • 1 reply
    • 927 views
    • 
    • david rigby
    • October 1, 2020

15. Retained Earnings - Qualified Retirement Plan

    By AllThingsForGood, July 16, 2024
    • 3 replies
    • 860 views
    • 
    • Luke Bailey
    • September 27, 2024

16. Form 5495

    By shERPA, May 19, 2022
    • 0 replies
    • 852 views
    • 
    • shERPA
    • May 19, 2022

17. Check Issued But Not Cashed Prior to Ptcpt. Deceasing

    By OrderOfOps, Monday at 05:12 AM
    • 5 replies
    • 746 views
    • 
    • fmsinc
    • Monday at 10:03 PM

18. Deductibility of DB Plan contributions for sole prop in NJ

    By Old Reliable, March 27, 2025
    • 1 reply
    • 541 views
    • 
    • BG5150
    • March 27, 2025