Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Age 55 IRA owner wants withdrawals without 10% penalty -- how to do?

   By jkharvey, October 5, 2000
   • 3 replies
   • 2.2k views
   • 
   • jlf
   • October 20, 2000

2. Participant dies before RBD with daughter as sole beneficiary

   By dmb, December 22, 2003
   • 3 replies
   • 1.3k views
   • 
   • FundeK
   • December 23, 2003

3. Pre-1987 403(b) Balance

   By Guest DLearning, January 16, 2004
   • 3 replies
   • 2.4k views
   • 
   • Michael Devault
   • January 19, 2004

4. Form of benefit allowed in doc but not at asset carrier

   By BG5150, March 7, 2011
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • March 8, 2011

5. Real Estate as an RMD?

   By AlbanyConsultant, November 26, 2012
   • 3 replies
   • 994 views
   • 
   • Bird
   • November 26, 2012

6. Profit Sharing Plan - Participant Distribution Restricted to NRA - Oka

   By Guest glhotdog, July 16, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • July 17, 2002

7. state of michigan pension rules

   By Guest golfergirl0428, January 26, 2007
   • 3 replies
   • 1.8k views
   • 
   • WDIK
   • January 26, 2007

8. Force-out of "lost partiicpants" in ongoing plan

   By BG5150, August 16, 2021
   • 3 replies
   • 833 views
   • 
   • JOH
   • August 17, 2021

9. When to measure $5,000 cash-out

   By Guest WBrown, June 21, 1999
   • 3 replies
   • 1.7k views
   • 
   • Ervin Barham
   • June 23, 1999

10. Late RMD - which year for 1099?

    By Guest Rider, April 7, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • April 10, 2006

11. Are RMD's required for rollover money into new plan

    By Alan Simpson, June 25, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 28, 1999

12. Cite for spousal consent NOT being required to certain non- J&S pl

    By John A, April 4, 2002
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • April 5, 2002

13. Hardship to prevent eviction from parent's house?

    By Guest ssmith, December 10, 2007
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • December 11, 2007

14. Distribution Fees Charged to Participant?

    By emmetttrudy, May 31, 2012
    • 3 replies
    • 1.7k views
    • 
    • 00hskrgrl
    • May 31, 2012

15. 402(f) Notice needed for RMD?

    By BG5150, February 3, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • February 4, 2015

16. Min Distrib and Former Key

    By Earl, April 1, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • April 5, 2005

17. Non-spouse beneficiary rollover

    By SMB, August 11, 2010
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 12, 2010

18. RMD to Active Participant and Designated Beneficiary

    By Guest Grumpy455, October 4, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • October 4, 2005

19. Withholding requirements for foreign receipt of US-earned pension

    By Guest Julie Silverstein, September 21, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2000

20. Hardship after Loan

    By kocak, October 25, 2001
    • 3 replies
    • 1.5k views
    • 
    • bzorc
    • October 26, 2001

21. MRD Using new or old tables?

    By Guest CINCY, October 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • October 25, 2002

22. NUA Rollover

    By jane123, September 12, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2003

23. Loan from Unrelated Balance

    By Basically, April 14, 2022
    • 3 replies
    • 525 views
    • 
    • jsample
    • April 14, 2022

24. Inactive 401(k) participant deferring plan loans WITHOUT making loan payments or taking distributions.

    By Guest Richard Plant, March 23, 2004
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • April 1, 2004

25. loan default delay

    By TPApril, June 5, 2024
    • 3 replies
    • 886 views
    • 
    • CuseFan
    • June 5, 2024

26. CA STATE WITHHOLDING vs. RESIDENCE

    By Guest RSNOW, December 4, 2002
    • 3 replies
    • 1.4k views
    • 
    • maverick
    • December 5, 2002

27. RMD information was not provided

    By Jakyasar, July 13, 2020
    • 3 replies
    • 803 views
    • 
    • Jakyasar
    • July 30, 2020

28. Disability Benefits (taxation)

    By Guest RSNOW, August 22, 2003
    • 3 replies
    • 1.3k views
    • 
    • Everett Moreland
    • August 28, 2003

29. Plan document or Will?

    By DMcGovern, February 7, 2013   

    • no beneficiary designation
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 7, 2013

30. Roth Distribution - Fees and Roth Basis

    By Vlad401k, July 27, 2015
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 27, 2015

31. Casualty

    By cdavis25, September 18, 2015
    • 3 replies
    • 687 views
    • 
    • cdavis25
    • September 21, 2015

32. Plan Termination Distribution Election Form maintained on file

    By A Shot in the Dark, November 17, 2022
    • 3 replies
    • 916 views
    • 
    • CuseFan
    • November 17, 2022

33. Withholding procedures for non resident vs. resident aliens?

    By Guest amfam2, December 5, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 8, 2003

34. Death Distribution to a Trust

    By Vlad401k, May 29, 2015
    • 3 replies
    • 962 views
    • 
    • K2retire
    • June 4, 2015

35. Return Loan Payments to Participant?

    By cmick, October 19, 2016   

    • loan
    • 3 replies
    • 671 views
    • 
    • cmick
    • October 19, 2016

36. Loan to a non participant

    By pixmax, October 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • October 15, 2014

37. In-Service at Age 55

    By CLE401kGuy, April 19, 2012
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • April 19, 2012

38. Timing of Plan Distributions

    By Guest gcrechale, July 15, 2003
    • 3 replies
    • 1.7k views
    • 
    • RTK
    • July 15, 2003

39. J&S Survivor predeceses participant

    By Guest Jeff Hewett, May 16, 2002
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • May 19, 2002

40. 70.5 Distributions required for Surviving Spouse?

    By Dennis Povloski, December 17, 2004
    • 3 replies
    • 1.4k views
    • 
    • Dennis Povloski
    • December 20, 2004

41. Calculate RMD to Missing Participant Later Found

    By Atila, May 31, 2015   

    • RMD
    • Lost Participant
    • (and 1 more)

      Tagged with:

      • RMD
      • Lost Participant
      • Defined Benefit Plan
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • June 2, 2015

42. RMD & Death question

    By Earl, July 13, 2007
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • July 13, 2007

43. encouraging terminated participants to take distribution

    By Nancy D, December 10, 2014
    • 3 replies
    • 1.7k views
    • 
    • Nancy D
    • December 19, 2014

44. Non-US beneficiary

    By Santo Gold, September 14, 2022
    • 3 replies
    • 962 views
    • 
    • Santo Gold
    • September 15, 2022

45. WRERA RMD Issues

    By Appleby, February 11, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2009

46. Can a plan allow a participant to designate different beneficiaries fo

    By John A, May 8, 2001
    • 3 replies
    • 1.4k views
    • 
    • Everett Moreland
    • May 8, 2001

47. 1099-R distributuion code dispute

    By doombuggy, July 17, 2009
    • 3 replies
    • 2.2k views
    • 
    • doombuggy
    • July 20, 2009

48. Who can be the beneficiary of a beneficiary?

    By Santo Gold, December 12, 2024
    • 3 replies
    • 991 views
    • 
    • david rigby
    • December 13, 2024

49. 1099-R reporting for loan Rolled over to another plan

    By JButtrick, February 6, 2004
    • 3 replies
    • 1.4k views
    • 
    • JButtrick
    • February 6, 2004

50. Loan Refi for principal residence

    By HarleyBabe, March 19, 2012
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • March 19, 2012