Retirement Plans in General

5,772 topics in this forum

1. RMD not completed by 12/31/12

   By Cynchbeast, January 10, 2013
   • 5 replies
   • 1.5k views
   • 
   • mbozek
   • January 11, 2013

2. RMD postponement for CARES

   By Dennis G., April 6, 2020
   • 2 replies
   • 1k views
   • 
   • RAH401(k)
   • April 7, 2020

3. RMD Question

   By Madison71, April 29, 2010
   • 0 replies
   • 830 views
   • 
   • Madison71
   • April 29, 2010

4. RMD related

   By Jakyasar, November 7, 2025
   • 3 replies
   • 1k views
   • 
   • Jakyasar
   • November 13, 2025

5. RMD relief

   By RatherBeGolfing, June 23, 2020
   • 0 replies
   • 684 views
   • 
   • RatherBeGolfing
   • June 23, 2020

6. RMD start date

   By Cynchbeast, March 10, 2020
   • 2 replies
   • 723 views
   • 
   • Larry Starr
   • March 10, 2020

7. RMD Start date - checking

   By Jakyasar, February 15, 2024
   • 7 replies
   • 926 views
   • 
   • Belgarath
   • February 16, 2024

8. RMD tables - can I pick which one?

   By Jakyasar, October 31, 2023
   • 2 replies
   • 748 views
   • 
   • Jakyasar
   • October 31, 2023

9. RMD Taken Too Early

   By RCK13, May 14, 2021   

   • rmd
   • 2 replies
   • 799 views
   • 
   • RCK13
   • May 14, 2021

10. RMD to surviving spouse that is current employee

    By M_2015, August 28, 2023
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 30, 2023

11. RMD tranfer into Charity

    By Jakyasar, February 18, 2020
    • 4 replies
    • 877 views
    • 
    • Jakyasar
    • February 21, 2020

12. RMD- owner deceased and so is primary beneficiary

    By Lou81, October 12, 2021   

    • rmd
    • 3 replies
    • 822 views
    • 
    • JOH
    • October 20, 2021

13. RMD's - employer missed payout date

    By Guest fcdeacy, June 28, 2004
    • 0 replies
    • 911 views
    • 
    • Guest
    • June 28, 2004

14. RMD's in 20o10

    By Guest, March 16, 2010
    • 4 replies
    • 1k views
    • 
    • jpod
    • March 17, 2010

15. RMDs and CARES Act

    By waid10, April 28, 2020
    • 12 replies
    • 1.9k views
    • 
    • Larry Starr
    • April 29, 2020

16. RMDs for survivng spouses

    By Philip2, November 4, 2020
    • 1 reply
    • 508 views
    • 
    • Lou S.
    • November 4, 2020

17. RMDs When Account Is Locked

    By ERISA-Bubs, December 19, 2016
    • 3 replies
    • 909 views
    • 
    • Belgarath
    • December 20, 2016

18. RMDs- definition of "retired"

    By britoski, May 19, 2011
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • May 20, 2011

19. robbing from peter to pay paul

    By Guest n00b_9, March 19, 2011
    • 0 replies
    • 786 views
    • 
    • Guest
    • March 19, 2011

20. ROBS

    By jpod, August 9, 2018
    • 14 replies
    • 1.6k views
    • 
    • Larry Starr
    • August 10, 2018

21. ROBS 401(k)

    By still learning, January 9, 2021   

    • business financing
    • rollover
    • 2 replies
    • 995 views
    • 
    • still learning
    • January 21, 2021

22. ROBS and Bankruptcy

    By mariemonroe, August 24, 2017
    • 4 replies
    • 2.6k views
    • 
    • mariemonroe
    • August 31, 2017

23. ROBS and DoL Fiduciary Rule

    By Soundbc1, June 7, 2017
    • 29 replies
    • 2.8k views
    • 
    • MoJo
    • June 12, 2017

24. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 4.2k views
    • 
    • Peter Gulia
    • March 30, 2017

25. ROBS plans and UBTI

    By Belgarath, October 27, 2017
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • October 27, 2017

26. Roll outs being held hostage

    By Dave401kguy, October 26, 2023
    • 4 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • October 27, 2023

27. rolling 401(a) money to avoid post 70.5 rmd

    By Guest kprhok, September 10, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 10, 2007

28. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc, February 17, 2024
    • 3 replies
    • 2.3k views
    • 
    • Peter Gulia
    • February 25, 2024

29. Rollover

    By Guest JD698, December 28, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 28, 2005

30. Rollover Between Plans Maintained By Former Employer

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 900 views
    • 
    • E as in ERISA
    • February 4, 2004

31. Rollover employer stock to IRA

    By Guest JM123, December 10, 2009
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 12, 2011

32. Rollover from a designated Roth account

    By Guest bdemalignon, August 20, 2008
    • 8 replies
    • 1.9k views
    • 
    • ERISAnut
    • August 20, 2008

33. Rollover from DC plan to DB Plan

    By Guest TedMunice, June 28, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 2006

34. Rollover from deceased spouse's account under the plan & Top-heavy status

    By Guest terric, June 23, 2004
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 23, 2004

35. Rollover from foreign plan?

    By Guest draper, October 28, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2003

36. Rollover from Governmental TSP

    By Belgarath, April 28, 2020
    • 3 replies
    • 1.1k views
    • 
    • Logan401
    • October 21, 2020

37. Rollover from qualified plan to qualified plan

    By Guest Sieve, March 19, 2009
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 20, 2009

38. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 5 replies
    • 4.2k views
    • 
    • Lou S.
    • April 17, 2025

39. rollover incorrectly titled

    By thepensionmaven, December 19, 2018
    • 13 replies
    • 1.6k views
    • 
    • Larry Starr
    • December 20, 2018

40. Rollover into a PS plan from a DB plan for a retired participant

    By Jakyasar, February 24, 2020
    • 6 replies
    • 881 views
    • 
    • Jakyasar
    • February 24, 2020

41. Rollover into plan before becoming a participant

    By Belgarath, April 26, 2024
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • August 16, 2024

42. Rollover into plan from a non-USA retirement plan

    By Santo Gold, December 16, 2016
    • 5 replies
    • 1k views
    • 
    • Santo Gold
    • December 21, 2016

43. Rollover of death benefit by beneficiary to Distributing Plan

    By michaelhughes, February 21, 2020
    • 3 replies
    • 866 views
    • 
    • justanotheradmin
    • February 21, 2020

44. Rollover of Dividend Pass-through

    By MoJo, August 26, 1999
    • 0 replies
    • 1.6k views
    • 
    • MoJo
    • August 26, 1999

45. Rollover to a 401(k) Plan

    By Guest P.J. 401(k) Guy, February 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • BFree
    • February 16, 2003

46. rollover to IRA while still employed

    By thepensionmaven, November 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • SMB
    • November 18, 2006

47. Rollover within plan from mutual fund family to insurance company? can

    By Guest kmamka, June 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • Bill Berke
    • June 16, 2000

48. ROLLOVERS

    By Guest TroyRiley, May 24, 2005
    • 4 replies
    • 1.3k views
    • 
    • JDuns
    • May 25, 2005

49. Rollovers

    By Guest Golden401k, June 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • PensionPro
    • June 21, 2011

50. Rollovers in Plan

    By Chippy, January 22, 2018
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 22, 2018