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Estate Planning Aspects of IRAs and Retirement Plans


161 topics in this forum

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  1. Revocable Trust as IRA Beneficiary???

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  2. Post death pension

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  3. Affidavit of Heirship

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  4. Surviving Spouse Options

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  5. Partial disclaimer of IRA

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  6. Pension Beneficiary Tax Liability

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  7. stretch IRA

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  8. Estate taxes on IRA

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  9. IRA Beneficiary Disclaiming His/Her Interest

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  10. leaving a 403b account as part of an estate

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  11. Employer Payments to Family of Deceased Employee

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