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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,188 topics in this forum

  1. RMD due or not

    By cpc0506,
    • 12 replies
    • 1.2k views

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

    By Lou S.,
    • 4 replies
    • 898 views

  3. Incentives to take immediate distributions

    By Guest slt,
    • 3 replies
    • 1.7k views

  4. 1099R coding of post-tax contribs cashed out

    By JulesInCNY,   
    • 5 replies
    • 978 views

  5. Terminated Plan RMD

    By pmacduff,
    • 10 replies
    • 3.4k views

  6. 402g excess

    By pmacduff,
    • 3 replies
    • 1.6k views

  7. Loan - repayment starting date question

    By Belgarath,
    • 7 replies
    • 1.4k views

  8. Beneficiary Reformation?

    By jy12443,
    • 2 replies
    • 1.8k views

  9. Medical Hardship

    By 401_noob,   
    • 1 reply
    • 1.2k views

  10. Principal Residence Loan or Hardship Distribution?

    By Molly the cat,   
    • 1 reply
    • 1.1k views

  11. Loan Offset

    By Madison71,
    • 4 replies
    • 1.7k views

  12. removing installments if one is in progress

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  13. Partial Distribution

    By PFranckowiak,
    • 7 replies
    • 1.8k views

  14. hardship - unpaid tuition

    By WCC,
    • 4 replies
    • 1.3k views
    • EHE
    • EHE

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

    By Vlad401k,
    • 5 replies
    • 2.3k views

  16. QJSA Rules

    By ERISAAPPLE,   
    • 13 replies
    • 2.9k views

  17. Excess Deferral Tax Treatment

    By Vlad401k,
    • 6 replies
    • 1.9k views

  18. RMD Distribution

    By mjf06241972,
    • 2 replies
    • 987 views

  19. Distribution Buy Back or Restoration

    By Mr Bagwell,   
    • 8 replies
    • 1.5k views

  20. Deemed Distribution Reversal

    By CurlyBert,   
    • 1 reply
    • 1k views

  21. Living Trust as Beneficiary

    By Below Ground,   
    • 7 replies
    • 1.7k views

  22. Participant changed his mind about rollover

    By Vlad401k,
    • 14 replies
    • 4.9k views

  23. Hardship - Dependent

    By WhatsESUP,   
    • 3 replies
    • 1.1k views

  24. max plan loan reduction

    By jane murray,
    • 19 replies
    • 1.7k views

  25. Accrued benefit offset at termination

    By rblum50,
    • 4 replies
    • 839 views

  26. RMD non owner - calendar year balance forward Plan

    By pmacduff,
    • 1 reply
    • 710 views

  27. Distributions of one cent

    By michael519,
    • 3 replies
    • 1k views

  28. Mandatory distribution less than $1,000

    By LLM,   
    • 4 replies
    • 3.5k views

  29. Loan to Fund Retirement Plan

    By Jennifer D.,
    • 6 replies
    • 1.3k views

  30. Max loan ammount..

    By cjldad,
    • 3 replies
    • 1.3k views

  31. Financial companies willing to issue small J&SAs

    By J Simmons,
    • 4 replies
    • 2k views

  32. Mistakenly Aggregated 401k RMD

    By jvajjm750,
    • 1 reply
    • 488 views

  33. 2017 RMD taken in 2018

    By Scuba 401,
    • 7 replies
    • 1k views

  34. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski,
    • 8 replies
    • 3.7k views

  35. Takeover Loan Question

    By Vlad401k,
    • 6 replies
    • 1.6k views

  36. RMD's and Excesses

    By pjbaer,
    • 1 reply
    • 757 views

  37. 401K Loan Default

    By bpowell,
    • 12 replies
    • 7.5k views

  38. RMD to alternate payee

    By Scuba 401,
    • 0 replies
    • 558 views

  39. RMD EXCEPTION R/O TO SAME EMPLOYER

    By Rob P,
    • 2 replies
    • 632 views

  40. RMD Question for 5% owner

    By Vlad401k,
    • 2 replies
    • 1.2k views

  41. Loans made inconsistent with loan policly

    By Nancy D,
    • 2 replies
    • 658 views

  42. 1099-R Code

    By msmith,
    • 5 replies
    • 1.7k views

  43. Living Trust as Beneficiary

    By Monica Barnard,
    • 5 replies
    • 1.2k views

  44. What code to use for a qualified hurricane distribution?

    By Vlad401k,
    • 3 replies
    • 1.3k views

  45. Is the Oct. 3 law on Hurricane Relief on the IRS web site?

    By Scuba 401,
    • 4 replies
    • 646 views

  46. RMD after rollover

    By TPA2015,   
    • 3 replies
    • 690 views

  47. Annual Valuation Only Profit Sharing Plan - Mid-year distributions

    By CintiTwo,   
    • 5 replies
    • 1.8k views

  48. Max loan from two plans, now plans are merging!

    By AlbanyConsultant,
    • 3 replies
    • 715 views

  49. Loan payments and leave of absence

    By Belgarath,
    • 0 replies
    • 437 views

  50. Stale Distribution Check

    By TPA2015,   
    • 8 replies
    • 2.1k views
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