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My wife recently passed away leaving credit cards, misc bank
My wife recently passed away leaving credit cards, misc bank accounts, and a retirement account in her name, along with 5 pink slips in her name. I already have access to the accounts and always paid … read more
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Ms Pearl. My niece died sept last year, she has a vanguard
My niece died sept last year, she has a vanguard acct that the father of her children want to roll over to an account for her childrens college future. My sister was told that she would lose at least 10,000 if she pulled it out but can it be rolled over to an account without being penalized? She didn't ask to die … read more
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Mother-in-law passed away in Aug 2015. Husband was one of
Mother-in-law passed away in Aug 2015. Husband was one of the beneficiaries of her retirement account. We thought it wasn't taxable. Just got a bill from the IRS. What did we do wrong?… read more
Barrister
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If I inherited an IRA and paid tax on the full amount
If I inherited an IRA and paid tax on the full amount inherited in 2015. I took a distribution in 2016. Is the distribution taxable? On my 1099-R box 2b is check however, box 2a reads the full amount … read more
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My siblings and I inherited an IRA from our step-father. We
My siblings and I inherited an IRA from our step-father. We are named in the trust as beneficiaries but the IRA itself named our mother who preceded him in death by one year. Are we able to roll it ov… read more
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My husband's ex wife died about two months ago. She was a
My husband's ex wife died about two months ago. She was a very dysfunctional alcoholic and blamed him for everything wrong in her life. As a result, in her will, she specifically excluded him. Some of… read more
Barrister
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Can funds from a 401K be placed into an irrevocable trust,
Can funds from a 401K be placed into an irrevocable trust, then returned later? We are getting a divorce and my wife would get half of the funds in my current 401K. (This part would be handled by a co… read more
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My nephew inherited my sister 401k. In the end we took lump
My nephew inherited my sister 401k. In the end we took lump sum and put it in bank account for him. Does he have to file? and what are going to be the penalties?… read more
RayAnswers
RayAnswers
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My Aunt has an IRA worth 100K that she has left her trust has
My Aunt has an IRA worth 100K that she has left her trust has the beneficiary. The trust in turn has me and 4 other relatives as beneficiaries of her trust upon her death. Do you see any issue in the … read more
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my husband is soon to cash out his pension plan and wanted
my husband is soon to cash out his pension plan and wanted to deposit to a IRA account, he asked me to sign a document from his company so he can take out as a lump sum. How can I still be protected a… read more
Attyadvisor
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If someone dies with an IRA that has the beneficiary listed
If someone dies with an IRA that has the beneficiary listed as "estate of decedent", can the surviving spouse roll the money into a spousal beneficiary IRA after the money is first paid into an estate… read more
John Legal
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My brother and his wife had been married for 25 years but they
My brother and his wife had been married for 25 years but they divorced 5-6 years ago. Around that time I was named my brothers POA and have been managing his finances ever since. His ex-wife (in MN) … read more
Legalease
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My husband recently passed away and I trying to determine the
My husband recently passed away and I trying to determine the best way to handle his 401k. Rebecca… read more
lwpat
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My deceased dads IRA went to my mom, as the primary beneficiary,
My deceased dad's IRA went to my mom, as the primary beneficiary, however, we did not get it registered into her IRA before she passed last year (2010)... thus the IRA is now titled: IRA (name of fath… read more
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My father passed away Dec. 9 , 2010 . He did not create
My father passed away Dec. 9 , 2010 . He did not create a will .. but named me sole beneficiary on his IRA . a.) fyi - - my father last divorced almost 20 years ago . and during that period on the div… read more
David L
David L
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We are not wealthy people by any means, but we have just had
We are not wealthy people by any means, but we have just had a death in the family and we will receive a fair amount of money. I want to make sure that we are covered on our taxes. If we normally clai… read more
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I was left a inheritance from my uncle . I was wondering what
I was left a inheritance from my uncle . I was wondering what the tax would be if i took the full amount . State CT… read more
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I have friend who is 85 and has 401k worth over $1,000,000.
I have friend who is 85 and has 401k worth over $1,000,000. Would it be worth it to his beneficiearies to convert to roth IRA?… read more
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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