Distributions and Loans, Other than QDROs

4,167 topics in this forum

1. Net Unrealized Appreciation and Lump Sums

   By ERISAAPPLE, April 16, 2018
   • 7 replies
   • 721 views
   • 
   • ERISAAPPLE
   • April 19, 2018

2. RMD Distribution to Spouse after Death

   By Vlad401k, April 12, 2018
   • 13 replies
   • 2.8k views
   • 
   • Larry Starr
   • April 16, 2018

3. disallow deferrals until loan repaid

   By justanotheradmin, April 4, 2018   

   • loan
   • hardship
   • 14 replies
   • 1.6k views
   • 
   • Kevin C
   • April 16, 2018

4. 401k cash out after job loss for hardship

   By Chinabloo, April 13, 2018
   • 3 replies
   • 974 views
   • 
   • Loves401(k)
   • April 13, 2018

5. death benefit to Estate

   By JulesInCNY, April 5, 2018   

   • death
   • estate
   • (and 3 more)

     Tagged with:

     • death
     • estate
     • beneficiary
     • rollover
     • inherited ira
   • 4 replies
   • 1.4k views
   • 
   • card
   • April 9, 2018

6. RMDs from 401(k) / Profit-Sharing Plan

   By imchipbrown, April 5, 2018
   • 4 replies
   • 3.2k views
   • 
   • imchipbrown
   • April 6, 2018

7. Loan Default and Correction

   By cs771, March 30, 2018
   • 1 reply
   • 1k views
   • 
   • justanotheradmin
   • April 4, 2018

8. RMD 401k deposited after year end

   By Earl, March 30, 2018
   • 2 replies
   • 593 views
   • 
   • jpod
   • March 30, 2018

9. roth in service over 59 1/2 but less than 5 years

   By pmacduff, March 26, 2018
   • 2 replies
   • 681 views
   • 
   • pmacduff
   • March 27, 2018

10. 402(g) Excess not subject to withholding?

    By BG5150, March 23, 2018
    • 11 replies
    • 5.4k views
    • 
    • XTitan
    • March 26, 2018

11. Related vs. Unrelated Rollover

    By Towanda, June 23, 2015   

    • related rollover
    • unrelated rollover
    • 6 replies
    • 13.7k views
    • 
    • card
    • March 24, 2018

12. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.2k views
    • 
    • Bird
    • March 21, 2018

13. Employer pays distributions

    By imchipbrown, March 19, 2018
    • 9 replies
    • 966 views
    • 
    • imchipbrown
    • March 20, 2018

14. Rollover to Exempt Organizations

    By ERISAAPPLE, March 20, 2018
    • 0 replies
    • 415 views
    • 
    • ERISAAPPLE
    • March 20, 2018

15. calculating an RMD

    By K2retire, March 19, 2018
    • 1 reply
    • 788 views
    • 
    • Mike Preston
    • March 19, 2018

16. Cash Balance In Service Annuity

    By mefrancis1729, March 14, 2018   

    • annuity
    • inservice distribution
    • (and 1 more)

      Tagged with:

      • annuity
      • inservice distribution
      • cash balance
    • 1 reply
    • 666 views
    • 
    • Mike Preston
    • March 14, 2018

17. Rollover Check Refunded

    By WhatsESUP, February 28, 2018   

    • rollover
    • check
    • 8 replies
    • 2.6k views
    • 
    • ESOP Guy
    • March 2, 2018

18. hardship - possible changes due to law change

    By Tom Poje, February 21, 2018
    • 3 replies
    • 667 views
    • 
    • Bird
    • February 21, 2018

19. In Service Alternative Rollover?

    By SwimmingInBowelsOfERISA, February 14, 2018   

    • rollover
    • in-service
    • 20 replies
    • 3.2k views
    • 
    • Peter Gulia
    • February 16, 2018

20. Corrected 2013 1099R after rollover into IRA

    By Carri, February 14, 2018
    • 0 replies
    • 419 views
    • 
    • Carri
    • February 14, 2018

21. Loan payment following termination

    By pam@bbm, January 31, 2018
    • 10 replies
    • 2.5k views
    • 
    • CJ Allen
    • February 6, 2018

22. Using rollover to repay loan

    By Belgarath, February 5, 2018
    • 14 replies
    • 13.4k views
    • 
    • Luke Bailey
    • February 5, 2018

23. Age 55 penalty tax exception

    By Belgarath, February 1, 2018
    • 2 replies
    • 567 views
    • 
    • Belgarath
    • February 2, 2018

24. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA, January 31, 2018   

    • tcja
    • section 165(h)
    • 4 replies
    • 1.1k views
    • 
    • LANDO
    • February 1, 2018

25. in-service distribution

    By thepensionmaven, January 29, 2018   

    • in-service distribution
    • 12 replies
    • 2.4k views
    • 
    • david rigby
    • January 30, 2018

26. HIPPA & Hardship Withdrawals

    By Guest CSTS, May 14, 2009
    • 5 replies
    • 5.2k views
    • 
    • card
    • January 29, 2018

27. Florida Documentary Stamp Tax

    By Guest Yatahay, April 19, 2005
    • 12 replies
    • 5.7k views
    • 
    • justanotheradmin
    • January 26, 2018

28. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 26, 2018

29. RMDs Multiple Beneficiaries

    By ERISAAPPLE, January 25, 2018
    • 2 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • January 25, 2018

30. RMD due or not

    By cpc0506, May 9, 2017
    • 12 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 24, 2018

31. Rolled to ROTH IRA - Wants to change mind, any options?

    By Lou S., January 22, 2018
    • 4 replies
    • 782 views
    • 
    • Mike Preston
    • January 22, 2018

32. Incentives to take immediate distributions

    By Guest slt, December 2, 1999
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • January 22, 2018

33. 1099R coding of post-tax contribs cashed out

    By JulesInCNY, January 18, 2018   

    • post-tax
    • employer contributions
    • (and 2 more)

      Tagged with:

      • post-tax
      • employer contributions
      • 1099r
      • coding
    • 5 replies
    • 856 views
    • 
    • JulesInCNY
    • January 18, 2018

34. Terminated Plan RMD

    By pmacduff, January 11, 2018
    • 10 replies
    • 3.2k views
    • 
    • pmacduff
    • January 17, 2018

35. 402g excess

    By pmacduff, January 15, 2018
    • 3 replies
    • 1.5k views
    • 
    • pmacduff
    • January 16, 2018

36. Loan - repayment starting date question

    By Belgarath, January 5, 2018
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • January 8, 2018

37. Beneficiary Reformation?

    By jy12443, January 5, 2018
    • 2 replies
    • 1.4k views
    • 
    • Albert F
    • January 8, 2018

38. Medical Hardship

    By 401_noob, January 4, 2018   

    • hardship
    • 401k
    • 1 reply
    • 1.1k views
    • 
    • card
    • January 4, 2018

39. Principal Residence Loan or Hardship Distribution?

    By Molly the cat, December 21, 2017   

    • principal residence
    • loans
    • (and 1 more)

      Tagged with:

      • principal residence
      • loans
      • hardship
    • 1 reply
    • 968 views
    • 
    • ratherbereading
    • December 21, 2017

40. Loan Offset

    By Madison71, December 19, 2017
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • December 21, 2017

41. removing installments if one is in progress

    By AlbanyConsultant, December 20, 2017
    • 3 replies
    • 999 views
    • 
    • Mike Preston
    • December 21, 2017

42. Partial Distribution

    By PFranckowiak, December 18, 2017
    • 7 replies
    • 1.6k views
    • 
    • PFranckowiak
    • December 20, 2017

43. hardship - unpaid tuition

    By WCC, December 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • EHE
    • December 18, 2017

44. In-Plan Roth Conversion and age 59 1/2

    By Vlad401k, December 13, 2017
    • 5 replies
    • 2.1k views
    • 
    • Eve Sav
    • December 14, 2017

45. QJSA Rules

    By ERISAAPPLE, December 11, 2017   

    • annuity
    • qjsa
    • (and 2 more)

      Tagged with:

      • annuity
      • qjsa
      • commercial
      • insurance
    • 13 replies
    • 2.6k views
    • 
    • Luke Bailey
    • December 14, 2017

46. Excess Deferral Tax Treatment

    By Vlad401k, December 6, 2017
    • 6 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 13, 2017

47. RMD Distribution

    By mjf06241972, December 12, 2017
    • 2 replies
    • 886 views
    • 
    • Tom Poje
    • December 13, 2017

48. Distribution Buy Back or Restoration

    By Mr Bagwell, December 6, 2017   

    • distribution buy back
    • restoration
    • (and 1 more)

      Tagged with:

      • distribution buy back
      • restoration
      • taxes
    • 8 replies
    • 1.3k views
    • 
    • JamesK
    • December 11, 2017

49. Deemed Distribution Reversal

    By CurlyBert, December 8, 2017   

    • loans
    • deemed distribution
    • (and 1 more)

      Tagged with:

      • loans
      • deemed distribution
      • 401k
    • 1 reply
    • 921 views
    • 
    • Bird
    • December 11, 2017

50. Living Trust as Beneficiary

    By Below Ground, November 28, 2017   

    • death benefits
    • living trust
    • (and 1 more)

      Tagged with:

      • death benefits
      • living trust
      • beneficiary designation
    • 7 replies
    • 1.2k views
    • 
    • Below Ground
    • December 7, 2017