Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Interest to terminated participant

   By Guest AEA, April 11, 2000
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • May 29, 2000

2. Interest-only loan?

   By BG5150, April 18, 2017
   • 4 replies
   • 573 views
   • 
   • BG5150
   • April 18, 2017

3. Interim Valuation Procedure

   By chris, February 9, 2001
   • 6 replies
   • 2.7k views
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   • chris
   • February 12, 2001

4. interim valuation used to measure distribution amount

   By mariemonroe, March 26, 2020
   • 6 replies
   • 955 views
   • 
   • Luke Bailey
   • April 16, 2020

5. Interim Valuations

   By J2D2, July 23, 2002
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • July 23, 2002

6. International Locator Services

   By Guest erisa15, May 9, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 9, 2003

7. INternational taxation of 401K distributions

   By Guest joan sterling, January 21, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 21, 2002

8. Interpleader

   By DTH, December 8, 2005
   • 1 reply
   • 1.9k views
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   • Guest
   • December 8, 2005

9. interpleader

   By Guest b2kates, December 2, 2002
   • 0 replies
   • 1.3k views
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   • Guest
   • December 2, 2002

10. Interpleader 1099-R Question

    By Guest ToddieBear, May 5, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 5, 2005

11. Interpleader and Withholding

    By Guest HCD, April 25, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 25, 2001

12. Interpleader--taxation upon deposit to court?

    By JWK, November 22, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • November 22, 2000

13. Interpretation of bene des

    By Bird, November 19, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 24, 2004

14. Intra controlled group transfer of account

    By Guest Lawrenceg, February 15, 2007
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 15, 2007

15. Invaild rollover contribution and subsequent distribution

    By buckaroo, December 16, 2014
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • December 17, 2014

16. Invalid in service distribution

    By Guest padmin, April 10, 2006
    • 11 replies
    • 2.3k views
    • 
    • Bird
    • April 11, 2006

17. Investment house refused to make required minimum distribution

    By Oh so SIMPLE, January 11, 2009
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • January 12, 2009

18. involuntary cash out option

    By MJ Hartman, December 11, 2001
    • 3 replies
    • 2.6k views
    • 
    • MJ Hartman
    • December 13, 2001

19. involuntary cash outs - new rules - looking for input

    By JanetM, October 22, 2004
    • 0 replies
    • 1.5k views
    • 
    • JanetM
    • October 22, 2004

20. Involuntary cash outs at annuity starting date

    By Guest K.C., January 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 23, 2009

21. Involuntary cash-out in profit sharing plan offering annuities

    By Guest nlmc18, March 19, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 21, 2005

22. Involuntary cash-outs at latest commencement date?

    By Guest cac1134, May 8, 2007
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 9, 2007

23. Involuntary cashouts

    By Guest mparker2028, March 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • namealreadyinuse
    • March 28, 2006

24. involuntary consent to distribution

    By Guest pjalazo, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 31, 2005

25. involuntary distributions

    By Santo Gold, December 23, 2008
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • December 31, 2008

26. Involuntary Distributions

    By Fred Payne, September 23, 2002
    • 3 replies
    • 2.7k views
    • 
    • RTK
    • September 24, 2002

27. involuntary distributions

    By Guest ElKH, July 11, 2003
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • July 16, 2003

28. Involuntary Distributions - Timing

    By Will.I.Am, December 4, 2019
    • 3 replies
    • 707 views
    • 
    • Luke Bailey
    • December 5, 2019

29. Involuntary Distributions & age 62/NRA

    By Guest SuzieQNEC, August 16, 2009
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • August 17, 2009

30. Involuntary Force out at Normal Retirement Age >$5,000

    By justanotheradmin, June 8, 2016
    • 3 replies
    • 5.2k views
    • 
    • Belgarath
    • June 9, 2016

31. Involuntary/Mandatory/Automatic distribution requires Plan provision?

    By Nate S, August 30, 2022   

    • mandatory distribution
    • automatic rollover
    • 2 replies
    • 583 views
    • 
    • CuseFan
    • August 31, 2022

32. Inward rollovers TO a qualified plan by..

    By Jerry Erisa, February 25, 2015
    • 2 replies
    • 847 views
    • 
    • david rigby
    • February 25, 2015

33. IRA aggregated with Qualified Plan for RMD

    By R. Butler, December 20, 2002
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • December 23, 2002

34. IRA Automatic Rollover

    By Gruegen, July 30, 2004
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • July 30, 2004

35. IRA beneficiary deceased prior to distribution of benefits - can estate disclaim

    By BST, December 4, 2024
    • 3 replies
    • 1.2k views
    • 
    • Roycal
    • December 6, 2024

36. IRA Custodian Refuses to Correct

    By Guest cac1134, June 18, 2007
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • June 18, 2007

37. IRA Depositories

    By Guest FLUMMOXED, February 2, 2005
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • February 3, 2005

38. ira distribution

    By Guest program, September 2, 2002
    • 3 replies
    • 1.3k views
    • 
    • Mary Kay Foss
    • September 5, 2002

39. IRA distribution - 1099R coded as 5 Prohibited Transaction

    By GlacierNP, March 21, 2022
    • 4 replies
    • 786 views
    • 
    • Luke Bailey
    • March 24, 2022

40. IRA rollover in QP RMDs?

    By pompton, December 22, 2015   

    • IRA rollover
    • RMDs IRA in QP
    • 3 replies
    • 873 views
    • 
    • My 2 cents
    • December 23, 2015

41. IRA rollover to 401(k)

    By R. Butler, February 6, 2017
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • February 8, 2017

42. IRA Rollovers for Returned Distribution Checks

    By Guest wolfman, September 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • September 22, 2005

43. Ira To 403(b) Rollover After Age 70 1/2

    By Guest JBeck, December 5, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • December 6, 2002

44. IRA to plan to avoid RMD

    By ombskid, July 21, 2014
    • 1 reply
    • 926 views
    • 
    • masteff
    • July 21, 2014

45. IRA: Earliest Distribution

    By Guest RW, March 6, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • March 6, 2000

46. IRA: surviving spouse

    By Felicia, March 21, 2003
    • 1 reply
    • 967 views
    • 
    • mbozek
    • March 22, 2003

47. IRC Sec 72(p) has been amended several times since the early 1980's.

    By Moe Howard, September 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • September 7, 2000

48. IRS 402(f) Notice

    By Guest brsears, April 14, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • April 14, 2005

49. IRS Audit - Plan Distributions

    By MarZDoates, October 31, 2005
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • October 31, 2005

50. IRS Code for In-Plan After-Tax to Roth Conversion

    By Vlad401k, November 7, 2018
    • 2 replies
    • 1.6k views
    • 
    • pensionam
    • December 7, 2021