Estate Planning Aspects of IRAs and Retirement Plans

163 topics in this forum

1. Alternate Valuation Date rules involving stocks in large IRA

   By Guest artrose, October 3, 2000
   • 0 replies
   • 2.5k views
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   • Guest
   • October 3, 2000

2. HOW DO I TRANSFER AN IRA AND UTILIZE THE UNIFIED TAX CREDIT?

   By Guest AdhLaw, September 28, 2000
   • 1 reply
   • 2.1k views
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   • Guest
   • October 3, 2000

3. Does anyone know where to find birth probabilities?

   By Guest, September 20, 2000
   • 0 replies
   • 2k views
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   • Guest
   • September 20, 2000

4. Child as Pension Plan beneficiary upon death of surviving spouse. Pre

   By Guest Russell Anderson, August 20, 2000
   • 3 replies
   • 4.5k views
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   • Guest
   • September 2, 2000

5. Can a disclaimed Roth IRA be paid out over a lifetime?

   By Guest Jack Coulter, July 24, 2000
   • 0 replies
   • 2.2k views
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   • Guest
   • July 24, 2000

6. IRA payable to Family Trust. Can you liquidate the family trust withou

   By Guest HIPAAdrome, June 29, 2000
   • 0 replies
   • 2.7k views
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   • Guest
   • June 29, 2000

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

   By Guest RW, June 22, 2000
   • 0 replies
   • 1.7k views
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   • Guest
   • June 22, 2000

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

   By Guest Dmoshier, June 7, 2000
   • 0 replies
   • 1.8k views
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   • Guest
   • June 7, 2000

9. AB trust with a ROTH IRA

   By Guest Jeff Salisbury, April 27, 2000
   • 3 replies
   • 2.4k views
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   • Bruce Steiner
   • April 30, 2000

10. SBC/Airtouch

    By Bruce Steiner, April 24, 2000
    • 1 reply
    • 1.9k views
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    • Guest
    • April 30, 2000

11. Power of Personal Representative

    By Guest RW, April 17, 2000
    • 1 reply
    • 2.3k views
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    • Guest
    • April 22, 2000

12. Minors as Beneficiaries in a DB Plan

    By Guest RW, April 12, 2000
    • 2 replies
    • 2.5k views
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    • Guest
    • April 22, 2000

13. Split-Dollar: changing policies and the three-year transfer rule

    By Guest RW, April 3, 2000
    • 3 replies
    • 2.4k views
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    • John Olsen
    • April 17, 2000

14. Trust named as beneficiary in 1990

    By Guest Reed, April 1, 2000
    • 0 replies
    • 1.9k views
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    • Guest
    • April 1, 2000

15. IRA beneficiary designation in conflict

    By k man, March 24, 2000
    • 2 replies
    • 4.9k views
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    • Bruce Steiner
    • March 26, 2000

16. Another Multiple Beneficiary Issue

    By Guest RPSS, March 22, 2000
    • 1 reply
    • 1.9k views
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    • Guest
    • March 23, 2000

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

    By Guest smithee, March 16, 2000
    • 0 replies
    • 1.7k views
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    • Guest
    • March 16, 2000

18. Multiple Beneficiary Issue

    By Guest RPSS, March 2, 2000
    • 0 replies
    • 1.9k views
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    • Guest
    • March 2, 2000

19. IRA transfer to spouse beneficiary.

    By Guest onemans, March 2, 2000
    • 0 replies
    • 2k views
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    • Guest
    • March 2, 2000

20. Rollovers for IRA spouse bene under 59 1/2--can a spouse bene have her

    By Guest danmar, March 2, 2000
    • 0 replies
    • 2.2k views
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    • Guest
    • March 2, 2000

21. QP/IRA Distribution Planning SOFTWARE

    By John Olsen, February 19, 2000
    • 2 replies
    • 2.2k views
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    • John Olsen
    • February 20, 2000

22. move ira to trust via variable annuity

    By Guest john cablet, February 2, 2000
    • 5 replies
    • 2.3k views
    • 
    • John Olsen
    • February 9, 2000

23. PLRs 199951053 & 199915063--How are you presenting these to client

    By Guest danmar, January 4, 2000
    • 10 replies
    • 2k views
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    • John Olsen
    • January 21, 2000

24. Partial disclaimer of IRA

    By Guest Steve Palmer, December 16, 1999
    • 0 replies
    • 3.8k views
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    • Guest
    • December 16, 1999

25. Roth Conversion in year of death

    By Guest Dale, December 7, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • December 14, 1999