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  1. stretch IRA (11 replies)
  2. Rollovers for Canadian Non-Resident Alien Beneficiaires (1 reply)
  3. DB Plan Sub-Trust owning Life Insurance (4 replies)
  4. fraud or allowable by irs (4 replies)
  5. Estate as IRA beneficiary (2 replies)
  6. New Estate & Gift Tax Rules for 2011 (1 reply)
  7. ira to inherited ira status-rollover possible? (4 replies)
  8. Life Insurance Purchase from Qualified Plan by ILIT (14 replies)
  9. Inherited profit sharing plan (4 replies)
  10. swiss annuity vs IRS crackdown on accountants (30 replies)
  11. Can an IRA hold more than 10% of a company (0 replies)
  12. Small Benefits Payable to Estate (1 reply)
  13. Any way for a nonspouse plan beneficiary to make a tax-free rollover t (10 replies)
  14. net unrealized appreciation (NUA) (14 replies)
  15. Another question about life insurance in a plan (7 replies)
  16. Separate subaccounts (2 replies)
  17. Bankruptcy laws in California vs. Florida (0 replies)
  18. Thinking about my estate plan (3 replies)
  19. No Joint Tenancy? (2 replies)
  20. spousal beneficiary for qualified plan (2 replies)
  21. Content needed for CPE book for CPAs (0 replies)
  22. How do I ensure my fair share? (2 replies)
  23. Looking for advice regarding living will and trust (4 replies)
  24. Can an UTMA custodian rollover into an inherited IRA on the minor's behalf? (6 replies)
  25. Deceased Participant Owed Corrective Distribution (0 replies)
  26. Special Needs Trust as IRA Beneficiary (1 reply)
  27. IRA Investment in Real Estate (7 replies)
  28. IRA disposition in pourover will (5 replies)
  29. Spouse beneficiary, rollover of life insurance proceeds (5 replies)
  30. Life Insurance Purcahsed with Roth 401k Benefits? (3 replies)
  31. Participant wants to name trust as participant (10 replies)
  32. Age Limit for PS plan (10 replies)
  33. Deceased accounholder made impermissible contributions (3 replies)
  34. IRA Owned by a Living Trust (7 replies)
  35. Conversion to Roth IRA with DB Trust for Grandchildren as Beneficairies (0 replies)
  36. Interaction between "income" for trust purposes and RMDs (3 replies)
  37. Are inheritance taxes required on a small estate? (1 reply)
  38. May a charity be named as the beneficiary of a qualified plan? (6 replies)
  39. Plan Distributions to Multiple Benificiaries of Trust (1 reply)
  40. my dad needs tax deducation (0 replies)
  41. Massachusetts -Changes In The Tax Treatment of Certain Estates and Trusts As A Result of Chapter 262 of The Acts Of 2004 (0 replies)
  42. Employer Payments to Family of Deceased Employee (0 replies)
  43. IRA DISTRIBUTIONS PAID TO A TRUST UNDER A WILL FOR THE BENEFIT OF A CHILD (2 replies)
  44. Valuation of Private Annuity (0 replies)
  45. Surviving Spouse Options (1 reply)
  46. Distributions from IRA to trust (2 replies)
  47. ira funding credit shelter trust (5 replies)
  48. IRA Rolled over to Qualified Plan (1 reply)
  49. Power of attorney (7 replies)
  50. IRA Beneficiary Disclaiming His/Her Interest (3 replies)
  51. Separate Share Treatment (10 replies)
  52. IRA distribution (3 replies)
  53. Affidavit of Heirship (4 replies)
  54. Nursing home taking a participant's assets in a Profit SHaring Plan in (3 replies)
  55. IRA transfers to charities? (4 replies)
  56. Determining Beneficiaries under the final regulations (2 replies)
  57. Spouse as "sole" beneficiary? (4 replies)
  58. IRA investments in FLPs (4 replies)
  59. Do inherited IRA's need to stay in name of decedent? (7 replies)
  60. Can an IRA be left in an estate and the RMD be distributed each year t (3 replies)
  61. Durable Power of Attorney (8 replies)
  62. leaving a 403b account as part of an estate (1 reply)
  63. Estate taxes on IRA (5 replies)
  64. Alternate value date (0 replies)
  65. spousal rollover under new proposed regulations (0 replies)
  66. IRAs and Estate Planning (1 reply)
  67. Estate alternate valuation date for IRA/401(k) (0 replies)
  68. EGTRRA affect on forward averaging (2 replies)
  69. Largest Estate Issues Facing DB and/or DC Plan Participants/Owners? (5 replies)
  70. Revocable Trust as IRA Beneficiary??? (3 replies)
  71. Living trust vs. children as beneficiary of Roth IRA (1 reply)
  72. Need Sample Waiver of Beneficiary (0 replies)
  73. Can a participant name a trust as his beneficiary? (4 replies)
  74. Pension Beneficiary Tax Liability (0 replies)
  75. Profit Sharing Beneficiary Help Needed (2 replies)
  76. Change in beneficiary of an IRA account after death of owner (1 reply)
  77. PLR 199925033 and the non-pro rata partition of community property (in (4 replies)
  78. MRD's for IRA's: Seperate Plans or Seperate Accounts? (1 reply)
  79. Who is the beneficiary of a post-death recharacterization? (0 replies)
  80. Can death tax exemption include IRAs? (1 reply)
  81. Can a spouse disclaim a portion of an IRA and/or a portion of a qualif (1 reply)
  82. HOW DO I TRANSFER AN IRA AND UTILIZE THE UNIFIED TAX CREDIT? (1 reply)
  83. Alternate Valuation Date rules involving stocks in large IRA (0 replies)
  84. Does anyone know where to find birth probabilities? (0 replies)
  85. Child as Pension Plan beneficiary upon death of surviving spouse. Pre (3 replies)
  86. Can a disclaimed Roth IRA be paid out over a lifetime? (0 replies)
  87. IRA payable to Family Trust. Can you liquidate the family trust withou (0 replies)
  88. Variation on the Section 2035 rules for Split Dollar and Insurance Tru (0 replies)
  89. Predeceasing Wife's estate tax liability for husband's term life insu (0 replies)
  90. SBC/Airtouch (1 reply)
  91. AB trust with a ROTH IRA (3 replies)
  92. Power of Personal Representative (1 reply)
  93. Minors as Beneficiaries in a DB Plan (2 replies)
  94. Split-Dollar: changing policies and the three-year transfer rule (3 replies)
  95. Trust named as beneficiary in 1990 (0 replies)
  96. IRA beneficiary designation in conflict (2 replies)
  97. Another Multiple Beneficiary Issue (1 reply)
  98. Estate Makes Deduction for Contribution After Partner's Death (0 replies)
  99. Multiple Beneficiary Issue (0 replies)
  100. IRA transfer to spouse beneficiary. (0 replies)
  101. Rollovers for IRA spouse bene under 59 1/2--can a spouse bene have her (0 replies)
  102. QP/IRA Distribution Planning SOFTWARE (2 replies)
  103. move ira to trust via variable annuity (5 replies)
  104. PLRs 199951053 & 199915063--How are you presenting these to client (10 replies)
  105. Partial disclaimer of IRA (0 replies)
  106. Roth Conversion in year of death (1 reply)
  107. AB TRUST WITH CONVENTIONAL IRA (3 replies)
  108. Name a New Beneficiary? (2 replies)
  109. Recalculating life expectancy (2 replies)
  110. Trust As Beneficiary Of An IRA (0 replies)
  111. RMD from each inherited IRA or any inherited IRA? (1 reply)
  112. Term Certain or Adjusted Term Certain for Heirs when inherited after R (0 replies)
  113. Estate Planning with Prepaid Tuition (1 reply)
  114. IRD Deduction Calculation (1 reply)
  115. Private Foundation as Beneficiary/Excise Tax (0 replies)
  116. charitable beneficiary designation (1 reply)
  117. Can a spouse use a 72(t) roll out without spouses consent? (0 replies)
  118. estate planning and esops (1 reply)
  119. QTIP as IRA beneficiary (2 replies)
  120. beneficiary designation (4 replies)
  121. Year End Sales in a Maritial Trust (0 replies)
  122. required minimum distributions (0 replies)
  123. Disclaim a 403-b to a credit shelter trust or convert to a Roth ???... (0 replies)
  124. Splitting an IRA to name a charity as beneficiary after age 70 1/2 (1 reply)
  125. Online article by Merv Wilf about IRA beneficiaries (7/6/99); won't la (1 reply)
  126. House in By Pass Trust (2 replies)
  127. Naming Private Foundation as Beneficiary of IRA (1 reply)
  128. Disclaimer of IRA to fund By Pass Trust (1 reply)
  129. IRA's in a Living Trust (2 replies)
  130. check payable to child or guardian? (2 replies)
  131. Suggestions wanted for article topics (0 replies)
  132. Estate taxes on Roth IRA? (2 replies)
  133. Funding a bypass trust (1 reply)
  134. Estate valuation of annuity (2 replies)
  135. Plan Sponsor as Beneficiary (4 replies)
  136. Trust as Beneficiary (3 replies)
  137. Roth Beneficiary (1 reply)
  138. Private annuity to avoid estate tax on large DC balance! (6 replies)
  139. TEFRA 242(b)(2) election... Somebody must remember this (1 reply)
  140. Discalimer of Fractional IRA Proceeds (3 replies)
  141. Use of qualified assets to fund credit shleter trust (2 replies)
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