Distributions and Loans, Other than QDROs

4,097 topics in this forum

1. ROTH deferrals and ROTH conversions

   By Basically, Thursday at 04:11 PM
   • 4 replies
   • 140 views
   • 
   • Lou S.
   • 16 hours ago

2. Qualified Disaster Recovery Distributions - Qualified Disaster Area

   By RatherBeGolfing, October 3
   • 13 replies
   • 345 views
   • 
   • Peter Gulia
   • Tuesday at 04:38 PM

3. distribution of over-deposited deferrals - options?

   By AlbanyConsultant, October 1
   • 1 reply
   • 109 views
   • 
   • Gina Alsdorf
   • Monday at 09:22 PM

4. 1st RMD clarification

   By Basically, September 9
   • 3 replies
   • 196 views
   • 
   • Gina Alsdorf
   • October 3

5. Distributing Missing Participants - here is what I have

   By Basically, August 2
   • 5 replies
   • 839 views
   • 
   • Peter Gulia
   • October 2

6. Hardship for bad septic tank?

   By BG5150, September 23
   • 7 replies
   • 673 views
   • 
   • Gina Alsdorf
   • September 30

7. Millennium Trust now Inspira Issues

   By ERISATaxExpert, September 27
   • 1 reply
   • 194 views
   • 
   • Belgarath
   • September 27

8. Deceased participant, spouse is sole beneficiary

   By Belgarath, September 18
   • 1 reply
   • 158 views
   • 
   • Appleby
   • September 23

9. RMD's & rehires

   By JeffB, September 18
   • 1 reply
   • 242 views
   • 
   • Paul I
   • September 19

10. Spousal consent for loans--balance question

    By BG5150, August 27
    • 5 replies
    • 405 views
    • 
    • C. B. Zeller
    • August 29

11. Hardship Withdrawal for Overdue Student Loan Repayments?

    By EPCRSGuru, August 26
    • 8 replies
    • 301 views
    • 
    • Peter Gulia
    • August 27

12. RMDs after inherited IRA bene dies

    By Bird, July 31
    • 4 replies
    • 297 views
    • 
    • Bird
    • August 5

13. Deceased Participant - RMD to Beneficiary

    By Vlad401k, August 2
    • 0 replies
    • 210 views
    • 
    • Vlad401k
    • August 2

14. Motorhome principal residence

    By R. Butler, September 19, 2022
    • 12 replies
    • 1.2k views
    • 
    • Peter Gulia
    • July 31

15. RMD - For Beneficiary

    By Basically, July 19
    • 1 reply
    • 256 views
    • 
    • Madison71
    • July 26

16. For someone born in 1959, is the § 401(a)(9) applicable age 73 or 75?

    By Peter Gulia, July 19
    • 5 replies
    • 721 views
    • 
    • Peter Gulia
    • July 19

17. RMD Final and Proposed Regs

    By Paul I, July 18
    • 6 replies
    • 330 views
    • 
    • Paul I
    • July 19

18. RMDs for Multiple Employer Plans

    By pensiongeek, July 16
    • 5 replies
    • 445 views
    • 
    • Peter Gulia
    • July 18

19. What to do if beneficiary of deceased participant is not responding and we have no SSN for the beneficiary?

    By jkharvey, July 11
    • 3 replies
    • 390 views
    • 
    • Bill Presson
    • July 11

20. Tax Free Transfer from IRA to Qualified Charity

    By KevinMc, July 9
    • 2 replies
    • 284 views
    • 
    • Peter Gulia
    • July 9

21. Stopping installment payments?

    By BG5150, July 5
    • 6 replies
    • 385 views
    • 
    • BG5150
    • July 9

22. RMD started in error?

    By James Shen, July 8
    • 2 replies
    • 342 views
    • 
    • James Shen
    • July 8

23. Successor Beneficiary of an Inherited IRA

    By 52626, July 1
    • 5 replies
    • 474 views
    • 
    • Appleby
    • July 7

24. 2024 RMD - Participant has Traditional and Roth Sources

    By Vlad401k, July 2
    • 1 reply
    • 278 views
    • 
    • Tom Veal
    • July 3

25. Roth Distributions with no 5-Year Information

    By Jennifer D., July 2
    • 6 replies
    • 317 views
    • 
    • Lou S.
    • July 3