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Estate Planning Aspects of IRAs and Retirement Plans


158 topics in this forum

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  1. IRA Owned by a Living Trust

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  2. swiss annuity vs IRS crackdown on accountants 1 2

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  3. Spouse beneficiary, rollover of life insurance proceeds

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  4. check payable to child or guardian?

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  5. Inherited profit sharing plan

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  6. trust as owner in 401k

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  7. net unrealized appreciation (NUA)

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  8. Durable Power of Attorney

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  9. ira funding credit shelter trust

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  10. Age Limit for PS plan

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  11. Separate Share Treatment

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  12. Power of attorney

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  13. Distributions from IRA to trust

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  14. IRA Investment in Real Estate

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