Comments on: IRA Beneficiary Rules to Protect Your Family

By: Jerrold Schiff

Jerrold Schiff — Thu, 20 Jan 2011 00:56:14 +0000

can you name a canadian resident as a beneficiary of an ira

relatives are all canadians
none have an american social security number and none of the earn money or pay taxes in usa.

By: Rey

Rey — Thu, 09 Dec 2010 18:23:10 +0000

Please let us know what you discovered!
I have an family friend that is a non resident alien and her husband who is a legal resident just passed away tragically. She is 50 years old and needs his 401k for her and her 3 children.

Thanks!

By: Rey

Rey — Thu, 09 Dec 2010 18:22:45 +0000

Please let us know what you discovered!
I have a family friend that is a non resident alien and her husband who is a legal resident just passed away tragically. She is 50 years old and needs his 401k for her and her 3 children.

Thanks!

By: pina

pina — Thu, 24 Jun 2010 07:08:53 +0000

My Dying Brother with Cancer was asked by my sister if he could changehis IRA beneficiary from my moms name into her name by phone call. It happened in 2006. she only had attorney let us know what she was awarded. She kept it for self instead of Estate Plan of My Dead Brother. We were all surprised. cause kids didn’t get money and we saw no documentation on this? Is this allowed to happen even when its not listed on will only tangible assets must be shared? Thank you

By: Neal@Wealth Pilgrim

Neal@Wealth Pilgrim — Fri, 11 Jun 2010 02:13:24 +0000

I believe that you may have to resort to one of your two solutions. Let me know what you dig up.