• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Archives

Tag Archives for: "inherited IRA"
Home /
 Raytheon Forced My Nieces to Liquidate 401(k). What Can They Do About the Taxes?
0
By Harry Margolis
In Probate, Retirement Plans
Posted May 30, 2024

Raytheon Forced My Nieces to Liquidate 401(k). What Can They Do About the Taxes?

Question: I previously read your 2020 edition of Get Your Ducks in a Row. I believe I know the answer to my question based on what I read on page 88. I’m writing on behalf of my three adult [...]

READ MORE
 What Can We Do About Uncooperative IRA Beneficiary?
0
By Harry Margolis
In Retirement Plans
Posted September 19, 2022

What Can We Do About Uncooperative IRA Beneficiary?

Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account because they are upset they did not get an [...]

READ MORE
 How Will Securities in Inherited IRA be Valued When They are Sold?
0
By Harry Margolis
In Retirement Plans
Posted July 6, 2022

How Will Securities in Inherited IRA be Valued When They are Sold?

Question: I inherited a traditional IRA from my mother; I am the sole beneficiary. I am leaning toward liquidating the securities but I wanted to understand how that is accomplished. I assumed [...]

READ MORE
 What are Rules for Non-US Citizen Widow to Inherit IRA?
0
By Harry Margolis
In Non-US Citizens, Retirement Plans
Posted December 24, 2020

What are Rules for Non-US Citizen Widow to Inherit IRA?

Question: I am a non-US citizen married to a US citizen who recently died. What is the procedure for me to inherit my late husband’s IRA? I am the executor of his will, which leaves his [...]

READ MORE
 Treatment of Inherited IRAs
0
By Harry Margolis
In Retirement Plans
Posted May 19, 2017

Treatment of Inherited IRAs

If you inherit an IRA or other retirement plan (401(k) or 403(b)), the rules on when you have to take your required minimum distributions can be complicated unless you are the spouse of the [...]

READ MORE
Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Get the Book
(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

subscribe