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I believe some types of retirement accounts require that
I believe some types of retirement accounts require that spouse MUST be listed as beneficiary and/or MUST sign waiver if someone else is named. Between 401K, 403B, IRA, Roth IRA, other - which require… read more
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My neighbor passed away and left his sister as beneficiary
My neighbor passed away and left his sister as beneficiary to his Mass Mutual account. The sister does not want to claim it for tax reasons. Mass Mutual has said that the funds must be rolled into ano… read more
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My question is in regards to inherited spousal traditional
My question is in regards ***** ***** spousal traditional IRAs.My wife passed away in January 2012. She was age 55 at the time of her passing (and would have turned 56 later in 2012). I turned 59 the … read more
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My retirement accounts are in my name with my wife as
My retirement accounts are in my name with my wife as beneficiary. If I become incapacitated and must go on Medicaid will the government take my retirement accounts and leave my wife with nothing? Wil… read more
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I live in State and was the beneficiary of my sister's IRA.
I live in Washington State and was the beneficiary of my sister's IRA. She died and I became the owner of the IRA. I was then married and named my wife as beneficiary. I am in the process of divorcing… read more
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If after my death the executor of my estate sells my IRA to
If after my death the executor of my estate sells my IRA to distribute the assets to my other children how is the tax determined.… read more
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I am the sole beneficiary of my ex-husbands IRA. But...per
I am the sole beneficiary of my ex-husbands IRA. But...per our divorce decree, I am to split this IRA 50/50 with my step-son at the time of my ex's death. My ex was ordered to change the beneficiary t… read more
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My mother passed away last year at age 92. I'm 64. She had
My mother passed away last year at age 92. I'm 64. She had an IRA from which I inherited about $20,000. Her IRA was at TDAmeritrade. I set up an account at TDAmeritrade and now the inheritance is in m… read more
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my wife passed away last month. she has a will making me allresidue
my wife passed away last month. she has a will making me allresidue and remainder of her estate real andpersonal what so ever to me her spouse. she has an ira and no one knows the beneficiary. who get… read more
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This question concerns an inherited IRA. I am due to receive
This question concerns an inherited IRA. I am due to receive approximately $65,000 from a traditional IRA that belonged to my mom, who passed away at the age of 91. Prior to her death, she took minimu… read more
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My mother recently died. Among her assets are three IRAs
My mother recently died. Among her assets are three IRA's with the same bank, one being a savings account, and two others as CD's which mature soon. She designated my two sisters and me to be the bene… read more
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When I retire I will be rolling my 401K to an IRA. I am married
When I retire I will be rolling my 401K to an IRA. I am married to my 2nd wife and I don't want to make her primary beneficiary when I set it up. I want my 2 children from my first marriage to be co-p… read more
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My husband passed away 5-9-2011. We were married 12/30/2002
My husband passed away xxxx. We were married xxxxxand were still married at his death. Now I am finding that when he retired in 2006 - he rolled his IBM Financials into an IRA with xxxxxxxxx. I was ne… read more
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I live in Colorado. My wife has an IRA which she opened and
I live in Colorado. My wife has an IRA which she opened and funded before we were married. Since we have been married we have not made any contributions. My wife's sister was listed as the beneficiary… read more
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Can a credit union combine 3 Certificate (CDs) with a Jumbo Ira under 1 account
Can a credit union combine 3 Certificate (CD's) with a Jumbo Ira under 1 account # XXXXX not pay the IRA out to the beneficiary? I thought all Iras had to have Benef. My mother just passed 11/2 at age… read more
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I am a financial advisor. I have a client who recently passed
I am a financial advisor. I have a client who recently passed away. He has an IRA with me naming a revocable family trust as beneficiary. We want the IRA to pass to the surviving spouse as a spousal i… read more
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Am I required to surrender my IRA balance to satisfy my 1st
Am I required to surrender my IRA balance to satisfy my 1st or 2nd mortgage holder during the short sale process? Thanks… read more
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I HAVE A BENEFICARY IRA THAT WAS HANDED DOWN TO ME IN 2006
I HAVE A BENEFICARY IRA THAT WAS HANDED DOWN TO ME IN 2006 I WANT TO CLOSE THIS ACCOUNT WHAT PENALTIES WILL I FACE ?… read more
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Thomas McJD

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Texas lawyer for 30 years in Estate law

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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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