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After my mother died recently, I've had to disclaim a
After my mother died recently, I've had to disclaim a portion of my inherited IRA in order for 2/3 of the total to go to my sister and brother (I believe she misunderstood beneficiary to mean that I w… read more
Jessica B
Jessica B
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Can an inherited, non-qualified IRA be used to create a
Can an inherited, non-qualified IRA be used to create a Beneficiary IRA? … read more
RayAnswers
RayAnswers
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Doctoral Degree
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I am a trustee for an estate established when my brother
I am a trustee for an estate established when my brother passed away in 2004; the trust I manage is for the benefit of my sister (age 56) who passed away this Jul 2016. My question is while my sister … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
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My cousin got passed away in last year, she had both
My cousin got passed away in last year, she had both personal rollover IRA and Roth IRA. She put her parents as the first beneficiaries and her younger sister as the second beneficiary. My cousin's pa… read more
RayAnswers
RayAnswers
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Plan participant died in January in 2016 1. The primary
Plan participant died in January in 2016 1. The primary beneficiary was his wife. She died before him and named his son as secondary beneficiary. Son and asked if he could disclaim his inheritance and… read more
Delta-Lawyer
Delta-Lawyer
Doctoral Degree
3,510 satisfied customers
My husband died, he had a few assets, which I reported to the
My husband died, he had a few assets, which I reported to the Register of Wills, I just found our he has an IRA. Is this considered an asset? And can I have this IRA transferred into my name? Also why… read more
RayAnswers
RayAnswers
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In PA is a qualifying or a non-qualifying IRA with named beneficiary(ies)
In PA is a qualifying or a non-qualifying IRA with named beneficiary(ies) subject to inheritance tax?… read more
RayAnswers
RayAnswers
Attorney
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My father passed away with no will leaving my brother as the
My father passed away with no will leaving my brother as the beneficiary to my fathers life insurance, 401K and ESOP. The other half of his assets such as the house, truck, checking/savings, private s… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
If the beneficiary of a 401k is the estate, can you roll over
If the beneficiary of a 401k is the estate, can you roll over the proceeds of the 401k to an inherited IRA, considering that there is only one beneficiary of the estate named in the will?… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
Question: My wifes mom passed away on December 27th of
Question: My wife's mom passed away on December 27th of last year. As a surviving daughter, what tax liabilities does my wife and her sister, both face (State of Florida and Federal) as sole and equal… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
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
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
Is it allowed for the trust beneficiaries to set up their own
Is it allowed for the trust beneficiaries to set up their own IRA (roll-over) from their distributed portion of the Inherited IRA assets or must it be cashed out and distributed with a 1099 in 2011? I… read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
5,145 satisfied customers
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
Barrister
Barrister
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Doctoral Degree
5,908 satisfied customers
My Father, almost 71 years old had an IRA where my sister and
My Father, almost 71 years old had an IRA where my sister and I were listed as the sole beneficiaries (an even 50/50 split) prior to May 15, 2010. After our Father passed away on June 18, we found out… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
Two Qs 1. When A dies and leaves an IRA with named beneficiary
Two Qs: 1. When A dies and leaves an IRA with named beneficiary B (not spouse), and there are insufficient funds in the non-specifically bequethed estate, how does B's share of taxes get figured - (i)… read more
Lawyer Lori
Lawyer Lori
Attorney
JD - Attorney
1,812 satisfied customers
My Mother Passed away and left one son me as primary beneficary
My Mother Passed away and left one son me as primary beneficary on her 401K retirement account. However he true wish which was stated in her will that all of her assets should be equally shared betwee… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My mother died recently and part of the estate is an IRA. My
My mother died recently and part of the estate is an IRA. My sister is the sole beneficiary because I was going through a divorce. Mom had been taking her minimum withdrawals from the IRA so my sister… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
Hello. My Sister recently passed away. She appointed me as
Hello. My Sister recently passed away. She appointed me as executor. She had an IRA Account. 100% in a MM account. In her will of 2009, She named her son, daughter,and 3 brothers, as recipients of a p… read more
legallysound
legallysound
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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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