Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. Missed RMD

   By Guest AJR, August 11, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • August 14, 2009

2. Roth Loan Taxation Deemed Distribution

   By 52626, June 24, 2015
   • 2 replies
   • 1.4k views
   • 
   • Lou S.
   • June 24, 2015

3. Participant is 59.5... can he take dist?

   By K-t-F, April 8, 2007
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • April 9, 2007

4. Additional Loan Repayment

   By Dougsbpc, October 21, 2014
   • 2 replies
   • 1.4k views
   • 
   • K2retire
   • October 21, 2014

5. 70 1/2 RMD where bene is non-spouse

   By doombuggy, November 20, 2003
   • 1 reply
   • 1.4k views
   • 
   • FundeK
   • November 20, 2003

6. Takeover Loan Question

   By Vlad401k, October 28, 2017
   • 6 replies
   • 1.4k views
   • 
   • LANDO
   • October 31, 2017

7. distribution amounts under $1.00

   By KoolLady4, June 7, 2005
   • 2 replies
   • 1.4k views
   • 
   • E as in ERISA
   • June 7, 2005

8. Participant RMD in Year of Death -- Recipient and Tax Reporting

   By rocknrolls2, September 30, 2009
   • 1 reply
   • 1.4k views
   • 
   • jpod
   • September 30, 2009

9. In Service Withdrawal as Rollover

   By Randy Watson, April 6, 2005
   • 2 replies
   • 1.4k views
   • 
   • Alf
   • April 7, 2005

10. death benefit to Estate

    By JulesInCNY, April 5, 2018   

    • death
    • estate
    • (and 3 more)

      Tagged with:

      • death
      • estate
      • beneficiary
      • rollover
      • inherited ira
    • 4 replies
    • 1.4k views
    • 
    • card
    • April 9, 2018

11. Tax Notice at time of distribution from 401(k)?

    By Guest Kennedy, March 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2000

12. RMD before 70 1/2?

    By jmartin, May 24, 2013
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • May 24, 2013

13. Trust Beneficiary

    By jane123, June 11, 2003
    • 4 replies
    • 1.4k views
    • 
    • jane123
    • June 11, 2003

14. when is last day of plan year in plan termination

    By DMcGovern, June 23, 2011
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 24, 2011

15. Loan Defaults 101

    By thepensionmaven, September 12, 2018
    • 9 replies
    • 1.4k views
    • 
    • WCC
    • October 25, 2018

16. Excess Tax Withheld for Canadian Retiree With US Pension

    By EPCRSGuru, March 25
    • 2 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • March 26

17. Taxation of employee contributions distributed from DB plan

    By Guest JSK, March 14, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 14, 2001

18. 70.5 Distributions required for Surviving Spouse?

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

19. 1099 For Beneficiary That's Foreign National

    By Guest MFuentes, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

20. Insurance Agent-bad info?

    By Guest LVanSteeter, January 9, 2006
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2006

21. Form 1099-R Reporting for Loans

    By Guest Joseph Corona, December 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 2000

22. no beneficiary designation

    By k man, January 17, 2013
    • 8 replies
    • 1.4k views
    • 
    • MoJo
    • January 21, 2013

23. Required QJSA Explanation

    By Fielding Mellish, November 21, 2014
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 21, 2014

24. SEPP

    By Guest danmar, September 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 1999

25. Notice of right to repayment under the cash-out rule.

    By Guest Thornton, August 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2002

26. 1 time hardship dbtns

    By Guest susa, May 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2003

27. Number of Outstanding Loans

    By DTH, August 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • DTH
    • August 6, 2002

28. tricky death benefit question

    By Santo Gold, January 19, 2023
    • 7 replies
    • 1.4k views
    • 
    • Cassopy
    • January 24, 2023

29. Rollovers to a SIMPLE 401(k)

    By Guest ak, August 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 2001

30. Re-issuance of plan distributions

    By Guest bmurphy, August 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2003

31. Divorce and the DB

    By Guest m.n.ouellette, April 7, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 8, 2008

32. RMD when participant in PS plan and has IRA also

    By Guest cascigm, September 14, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2000

33. Rollover after beginning age 70 1/2 distributions not mandataed by 401

    By KJohnson, December 31, 1999
    • 0 replies
    • 1.4k views
    • 
    • KJohnson
    • December 31, 1999

34. RMDs for beneficiaries

    By Guest Pat Metallic, November 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • November 6, 2001

35. Loan and Hardship distribution

    By Richard Anderson, June 30, 2000
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • June 30, 2000

36. Distribution election forms for 401(k) & 403(b) plans

    By Guest dani_o, August 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 13, 2001

37. Accruing RMD payments

    By Guest SuzieQNEC, August 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 17, 2009

38. In-Service Distribution Restrictions

    By Guest MrsJones, November 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 23, 2011

39. Timing of Forfeitures

    By Guest ELS, March 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 2001

40. Death Certificate - Not original

    By Vlad401k, July 16, 2015
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • July 17, 2015

41. Hardship Distribution - Primary Residence

    By FishOn, February 7, 2024
    • 3 replies
    • 1.4k views
    • 
    • justanotheradmin
    • February 7, 2024

42. Loan defaulted & he wants to start repaying again...

    By doombuggy, April 3, 2013   

    • loan default
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • April 3, 2013

43. DEATH OF 100% OWNER PARTICIPANT

    By Guest GENE, December 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 2, 1999

44. RMD from an IRA - Multiple Accounts

    By Vlad401k, October 5, 2015
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • October 6, 2015

45. Normal Retirement

    By Guest RJF, August 28, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • August 30, 2006

46. Minimum Required Distributions

    By Guest pjrieck, March 6, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • March 10, 2003

47. RMDs and Plan's Form of Payment

    By KateSmithPA, October 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • October 27, 2006

48. RMD-surviving spouse--rollover to IRA

    By Felicia, December 5, 2003
    • 0 replies
    • 1.4k views
    • 
    • Felicia
    • December 5, 2003

49. Church as Beneficiary

    By Guest THess, June 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • June 26, 2002

50. restriction on number of times a person can "replace" an ir

    By maverick, December 10, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 10, 2001