Distributions and Loans, Other than QDROs

4,177 topics in this forum

1. Florida "stamp tax" for loans(?)

   By BG5150, July 19, 2017
   • 22 replies
   • 7.7k views
   • 
   • K2retire
   • May 17, 2018

2. Hardship - can you use the same invoice again?

   By AlbanyConsultant, August 3, 2017
   • 24 replies
   • 11.4k views
   • 
   • Mike Preston
   • May 10, 2018

3. RMD for Sole Proprietor Starting Business at Age 73?

   By CuseFan, April 30, 2018
   • 4 replies
   • 874 views
   • 
   • C. B. Zeller
   • May 9, 2018

4. Loan Question

   By Madison71, May 2, 2018
   • 2 replies
   • 725 views
   • 
   • Mike Preston
   • May 6, 2018

5. Loans before Hardship Withdrawal

   By Nassau, November 21, 2012
   • 9 replies
   • 4.4k views
   • 
   • card
   • May 2, 2018

6. Loan Interest Rate

   By oldman63, April 26, 2018
   • 8 replies
   • 1.6k views
   • 
   • Larry Starr
   • April 30, 2018

7. Employer Failure to repay loan correction method

   By JKW, April 27, 2018
   • 6 replies
   • 1.2k views
   • 
   • JKW
   • April 27, 2018

8. Rollover Only In-Service Distribution Option

   By ERISAAPPLE, April 25, 2018
   • 12 replies
   • 2.6k views
   • 
   • Doc Ument
   • April 26, 2018

9. Loan

   By cdavis25, April 20, 2018
   • 1 reply
   • 672 views
   • 
   • C. B. Zeller
   • April 23, 2018

10. RMD Calculations Pooled Accounts

    By ERISAAPPLE, April 19, 2018
    • 6 replies
    • 2.3k views
    • 
    • ERISAAPPLE
    • April 20, 2018

11. Net Unrealized Appreciation and Lump Sums

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

12. RMD Distribution to Spouse after Death

    By Vlad401k, April 12, 2018
    • 13 replies
    • 3k views
    • 
    • Larry Starr
    • April 16, 2018

13. disallow deferrals until loan repaid

    By justanotheradmin, April 4, 2018   

    • loan
    • hardship
    • 14 replies
    • 1.7k views
    • 
    • Kevin C
    • April 16, 2018

14. 401k cash out after job loss for hardship

    By Chinabloo, April 13, 2018
    • 3 replies
    • 1k views
    • 
    • Loves401(k)
    • April 13, 2018

15. death benefit to Estate

    By JulesInCNY, April 5, 2018   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 1.5k views
    • 
    • card
    • April 9, 2018

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

    By imchipbrown, April 5, 2018
    • 4 replies
    • 3.3k views
    • 
    • imchipbrown
    • April 6, 2018

17. Loan Default and Correction

    By cs771, March 30, 2018
    • 1 reply
    • 1.1k views
    • 
    • justanotheradmin
    • April 4, 2018

18. RMD 401k deposited after year end

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

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

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

20. 402(g) Excess not subject to withholding?

    By BG5150, March 23, 2018
    • 11 replies
    • 5.7k views
    • 
    • XTitan
    • March 26, 2018

21. Related vs. Unrelated Rollover

    By Towanda, June 23, 2015   

    • related rollover
    • unrelated rollover
    • 6 replies
    • 14.1k views
    • 
    • card
    • March 24, 2018

22. Eligible rollover distribution to a tax-exempt payee

    By Carol V. Calhoun, May 24, 2012
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • March 21, 2018

23. Employer pays distributions

    By imchipbrown, March 19, 2018
    • 9 replies
    • 1k views
    • 
    • imchipbrown
    • March 20, 2018

24. Rollover to Exempt Organizations

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

25. calculating an RMD

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

26. 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
    • 712 views
    • 
    • Mike Preston
    • March 14, 2018

27. Rollover Check Refunded

    By WhatsESUP, February 28, 2018   

    • rollover
    • check
    • 8 replies
    • 3.1k views
    • 
    • ESOP Guy
    • March 2, 2018

28. hardship - possible changes due to law change

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

29. In Service Alternative Rollover?

    By SwimmingInBowelsOfERISA, February 14, 2018   

    • rollover
    • in-service
    • 20 replies
    • 3.4k views
    • 
    • Peter Gulia
    • February 16, 2018

30. Corrected 2013 1099R after rollover into IRA

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

31. Loan payment following termination

    By pam@bbm, January 31, 2018
    • 10 replies
    • 2.8k views
    • 
    • CJ Allen
    • February 6, 2018

32. Using rollover to repay loan

    By Belgarath, February 5, 2018
    • 14 replies
    • 15.2k views
    • 
    • Luke Bailey
    • February 5, 2018

33. Age 55 penalty tax exception

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

34. Hardship Due to Personal Casualty after TCJA

    By John Feldt ERPA CPC QPA, January 31, 2018   

    • tcja
    • section 165(h)
    • 4 replies
    • 1.2k views
    • 
    • LANDO
    • February 1, 2018

35. in-service distribution

    By thepensionmaven, January 29, 2018   

    • in-service distribution
    • 12 replies
    • 2.5k views
    • 
    • david rigby
    • January 30, 2018

36. HIPPA & Hardship Withdrawals

    By Guest CSTS, May 14, 2009
    • 5 replies
    • 5.5k views
    • 
    • card
    • January 29, 2018

37. Florida Documentary Stamp Tax

    By Guest Yatahay, April 19, 2005
    • 12 replies
    • 5.8k views
    • 
    • justanotheradmin
    • January 26, 2018

38. Form 1096/1099-R

    By pmacduff, January 23, 2018
    • 3 replies
    • 2.6k views
    • 
    • Peter Gulia
    • January 26, 2018

39. RMDs Multiple Beneficiaries

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

40. RMD due or not

    By cpc0506, May 9, 2017
    • 12 replies
    • 1.2k views
    • 
    • ESOP Guy
    • January 24, 2018

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

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

42. Incentives to take immediate distributions

    By Guest slt, December 2, 1999
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • January 22, 2018

43. 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
    • 909 views
    • 
    • JulesInCNY
    • January 18, 2018

44. Terminated Plan RMD

    By pmacduff, January 11, 2018
    • 10 replies
    • 3.3k views
    • 
    • pmacduff
    • January 17, 2018

45. 402g excess

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

46. Loan - repayment starting date question

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

47. Beneficiary Reformation?

    By jy12443, January 5, 2018
    • 2 replies
    • 1.6k views
    • 
    • Albert F
    • January 8, 2018

48. Medical Hardship

    By 401_noob, January 4, 2018   

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

49. 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
    • 1k views
    • 
    • ratherbereading
    • December 21, 2017

50. Loan Offset

    By Madison71, December 19, 2017
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • December 21, 2017