Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
ARPA News
ARPA Webcasts

Featured Jobs

401(k) Retirement Plan Administrator

Heritage Pension Advisors, Inc.
(Telecommute / Commack NY)

Heritage Pension Advisors, Inc. logo

401(k) Retirement Plan Administrator

BDS Consulting Group
(Worcester MA)

401(k) Plan Administrator

Pension Investors Corp
(Telecommute / Hollywood FL)

Pension Investors Corp logo

Defined Benefit Plan Administrator

Pension Investors Corp of Orlando Inc
(Telecommute / Altamonte Springs FL)

Pension Investors Corp of Orlando Inc logo

Senior Compliance Analyst

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OH / OR / RI / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

Principal Legal Content Specialist - Benefits

Bloomberg Industry Group
(Telecommute / Arlington VA)

Bloomberg Industry Group logo

Client Services Manager

Pinnacle, An NPPG Company
(Delray Beach FL)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

<< Previous news item   |   Next news item >>



Want to Share Your Nest Egg Across the Generations? Try a Disclaimer
CFO Link to more items from this source
Nov. 3, 2006
Excerpt: A disclaimer works with the tax law because it creates a fiction, says Jere Doyle, senior vice president of Mellon Financial's Private Wealth Group. In the eyes of the IRS, the person disclaiming is considered dead. The concept is not as morbid as it sounds. 'For tax purposes, the person disclaiming is deemed to have predeceased the IRA owner, which allows all or part of the account to pass to the contingent beneficiary,' Doyle explains.

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).
© 2021 BenefitsLink.com, Inc.