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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,177 topics in this forum

  1. Hardship for family member to prevent foreclosure

    By pam@bbm,
    • 5 replies
    • 1.6k views

  2. RMD for 75 year old owner with new ps plan

    By UtahCPA-APA,   
    • 3 replies
    • 1.3k views

  3. Repairing excess Rollover with Re-characterization?

    By oldscoop,   
    • 1 reply
    • 999 views

  4. Is Trustee Required to Report Home Loan Interest?

    By Guest Phil L,
    • 5 replies
    • 1.9k views

  5. Who is the beneficiary for RMD calc purposes?

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

  6. Death benefit to Non-Spouse Beneficiary - Tax Withholding

    By HarleyBabe,
    • 9 replies
    • 3.2k views

  7. DC plan deceased participant with no beneficiary

    By doombuggy,
    • 3 replies
    • 2.1k views

  8. Taxable Interest Income on Loan Offset

    By legort69,
    • 5 replies
    • 1.6k views

  9. 1099-R codes for Roth 401(k) and Employer monies distribution

    By bvhea,
    • 2 replies
    • 2.9k views

  10. Prenup

    By Monica Barnard,
    • 11 replies
    • 1.5k views

  11. IRA rollover in QP RMDs?

    By pompton,   
    • 3 replies
    • 883 views

  12. "Sham" Transfer When Not Eligible for a Distribution

    By EPCRSGuru,
    • 3 replies
    • 1.3k views

  13. To avoid extra 10% tax, who decides whether a participant is disabled?

    By Peter Gulia,   
    • 15 replies
    • 2k views

  14. Death of participant and beneficiary

    By Monica Barnard,
    • 0 replies
    • 762 views

  15. New Loan after Defaulted Loan

    By Dougsbpc,
    • 3 replies
    • 1.6k views

  16. RMDs

    By jpod,
    • 4 replies
    • 1k views

  17. Definition of "retire" for RMD

    By JJRetirement,   
    • 3 replies
    • 1.8k views

  18. Loans from plan sponsor being merged with new company

    By Lori H,
    • 4 replies
    • 898 views

  19. Immediate Distributions - Cutback of benefits

    By WesleyT,
    • 1 reply
    • 1k views

  20. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 842 views

  21. Distribution method protected benefit?

    By BG5150,
    • 3 replies
    • 2.3k views

  22. Is it possible to transfer between employer's 2 plans

    By pam@bbm,
    • 13 replies
    • 2.5k views

  23. Owner Defaulted on Loan, PT?

    By erinak03,
    • 5 replies
    • 1.5k views

  24. RMD in the year of death

    By K2retire,
    • 1 reply
    • 633 views

  25. RMDs in Terminated Plan

    By DLavigne,
    • 6 replies
    • 3.2k views

  26. Lump Sum factor for participants at 415 limit

    By drakecohen,
    • 2 replies
    • 1.5k views

  27. Excess contribution to IRA due to testing failure

    By Bird,
    • 0 replies
    • 730 views

  28. In-Service distributioin

    By Santo Gold,
    • 9 replies
    • 3.1k views

  29. ROTH distributions out of the country

    By TPAMan,
    • 2 replies
    • 826 views

  30. Rollover Distribution Check Lost

    By coleboy,
    • 4 replies
    • 1.7k views

  31. Participant loan for home construction

    By R. Butler,
    • 1 reply
    • 744 views

  32. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen,
    • 1 reply
    • 890 views

  33. Divorced in 1991 with No QDRO but 1/2 Pension to Exwife

    By simpsonwpc,   
    • 5 replies
    • 1.6k views

  34. RMDs - nonowner and still employed

    By doombuggy,   
    • 5 replies
    • 1k views

  35. No Estate

    By BTG,
    • 7 replies
    • 1.6k views

  36. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k,
    • 1 reply
    • 849 views

  37. RMD from an IRA - Multiple Accounts

    By Vlad401k,
    • 4 replies
    • 1.4k views

  38. auto-rollover... to employer's other plan?

    By AlbanyConsultant,
    • 0 replies
    • 683 views

  39. in service distribution made but not allowed to participant/fiduciary

    By Chalk R. Palin,   
    • 3 replies
    • 1.5k views

  40. s-corp

    By Zorro1k,
    • 4 replies
    • 826 views

  41. Life Insurance Proceeds Mysteriously Appear After Death of Participant

    By chris,
    • 18 replies
    • 2.3k views

  42. Excess Deferrals - 402(g) Exceeded

    By Vlad401k,
    • 0 replies
    • 952 views

  43. Casualty

    By cdavis25,
    • 3 replies
    • 722 views

  44. Okay to make distribution from a 401(k) to son?

    By katieinny,   
    • 5 replies
    • 1.2k views

  45. RMDs for rolled over money if still working?

    By drakecohen,
    • 4 replies
    • 1.4k views

  46. Loan Repayment After Deemed Distribution

    By mming,
    • 12 replies
    • 5.4k views

  47. Payment to joint account?

    By Carol V. Calhoun,
    • 3 replies
    • 921 views

  48. Traditional 401k Distribution to Roth IRA Rules

    By Vlad401k,
    • 0 replies
    • 788 views

  49. RMD Calculation and Money in Limbo at End of Year

    By Susan S.,
    • 2 replies
    • 894 views

  50. Distribution of Gold and Silver

    By imchipbrown,   
    • 1 reply
    • 814 views
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