Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. 59 1/2 - When exactly?

   By Lou S., June 30, 2023
   • 17 replies
   • 9.3k views
   • 
   • Peter Gulia
   • July 10, 2023

2. 60 day rollover to originating qualified plan

   By Golgi, January 20, 2014
   • 4 replies
   • 1.5k views
   • 
   • K2retire
   • January 20, 2014

3. 60 rollover into same plan

   By JOH, April 22, 2021
   • 2 replies
   • 563 views
   • 
   • JOH
   • April 28, 2021

4. 60-day rollover period

   By Guest yukon, October 16, 2002
   • 2 replies
   • 1.4k views
   • 
   • JanetM
   • October 17, 2002

5. 60-day rollover rules

   By Brenda Wren, July 5, 2000
   • 3 replies
   • 2.1k views
   • 
   • pjkoehler
   • July 6, 2000

6. 60-day rollover waiver

   By B21, March 23, 2020
   • 2 replies
   • 429 views
   • 
   • Peter Gulia
   • March 23, 2020

7. 70 1/2 distributions

   By Guest MaryLou, October 10, 1999
   • 3 replies
   • 1.5k views
   • 
   • Alf
   • October 14, 1999

8. 70 1/2 distributions with after tax money

   By Guest willlouty, August 27, 2002
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • August 27, 2002

9. 70 1/2 Minimum Distribution

   By Guest Richelle, September 3, 1998
   • 7 replies
   • 3.4k views
   • 
   • Alonzo
   • November 4, 1998

10. 70 1/2 MRD-Communication to Participants - Samples

    By Guest Laura Heinrich, September 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 23, 1999

11. 70 1/2 owner (RMD)

    By Scuba 401, November 18, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2010

12. 70 1/2 Required Minimum Distribution

    By Jilliandiz, July 12, 2006
    • 3 replies
    • 1.4k views
    • 
    • Sully
    • July 13, 2006

13. 70 1/2 RMD where bene is non-spouse

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

14. 70-1/2 MRD & Withholding Taxes.

    By flosfur, November 18, 2003
    • 2 replies
    • 2k views
    • 
    • jevd
    • November 18, 2003

15. 70.5 Distributions required for Surviving Spouse?

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

16. 72(p) Cure Period After Leave of absence

    By Guest dms9999, March 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 3, 2009

17. 72(t)

    By Guest KFLETT, March 26, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2003

18. 72(t) and QDRO

    By Guest KHayes, August 31, 2004
    • 7 replies
    • 2.6k views
    • 
    • Mary Kay Foss
    • September 14, 2004

19. 72(t) distribution and rollover account

    By Guest TDH, February 6, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 6, 2004

20. 72(t) distribution help

    By Guest MikeD, August 28, 2009
    • 1 reply
    • 974 views
    • 
    • jevd
    • August 28, 2009

21. 72(t) exemption

    By Felicia, March 21, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • March 23, 2003

22. 72(t) penalty exception

    By Janice F, April 1, 2009
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 1, 2009

23. 72(t) periodic payments

    By Earl, October 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Earl
    • October 27, 2006

24. 72(t) rule changes-legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • October 3, 2002

25. 72T Substantially Equal Payments Resources

    By Guest Robert Tonkin, March 17, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 17, 1999

26. 77 year-old participant and no RMDs

    By lexi, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • lexi
    • March 14, 2007

27. 8-11-99 "How Much Can You Afford to Spend" by: Scott Burns

    By jlf, August 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • August 11, 1999

28. 87 year old participant estranged from wife for 25 years

    By Lori H, July 14, 2011
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • July 16, 2011

29. 8955-SSA Filings - records of filings?

    By RestAssured, February 28, 2022
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • February 28, 2022

30. 941 and 945 deposits aggregated requiring EFTPS processing

    By Guest J. David Wright, March 19, 2004
    • 2 replies
    • 2.4k views
    • 
    • pmacduff
    • March 19, 2004

31. 945 "Adjusted amount due" Notices - 2021 and 2022 plan years

    By RestAssured, February 27, 2023
    • 8 replies
    • 753 views
    • 
    • Tom
    • March 16, 2023

32. 945 Filing

    By thepensionmaven, December 29, 2022
    • 1 reply
    • 403 views
    • 
    • Tom
    • December 30, 2022

33. 945 forms

    By pmacduff, March 30, 2010
    • 2 replies
    • 1.2k views
    • 
    • MARYMM
    • April 23, 2010

34. 945 forms

    By pmacduff, December 30, 2008
    • 3 replies
    • 1k views
    • 
    • pmacduff
    • January 6, 2009

35. 945 information

    By pmacduff, January 11, 2013
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • January 11, 2013

36. 945 ISSUES

    By Guest North Meets South, April 14, 2009
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • April 15, 2009

37. 945 PTIN

    By Zoey, October 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • Zoey
    • October 1, 2011

38. 945 tax deposit problems

    By AndrewZ, June 26, 2003
    • 3 replies
    • 1.9k views
    • 
    • pmacduff
    • June 27, 2003

39. A Dumb Question

    By bzorc, January 19, 2023
    • 3 replies
    • 638 views
    • 
    • bzorc
    • January 19, 2023

40. A participant with a loan balance wants an inservice dist.

    By Lori H, July 14, 2014
    • 7 replies
    • 1.3k views
    • 
    • nicole_m
    • July 30, 2015

41. A Puzzle - need a site or reference as well as your opinions - PLEASE

    By Erik Read, November 4, 2005
    • 3 replies
    • 2k views
    • 
    • saabraa
    • November 11, 2005

42. A single person onws and upside down universal life policy (7 pay). That will be surrendered. Tax Problems?

    By Guest optjjm, June 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • June 9, 2005

43. Abatement?

    By FundeK, January 20, 2005
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • April 20, 2005

44. About how long does an IRS determination letter take?

    By Guest P Taft, December 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • KIP KRAUS
    • December 4, 2000

45. Abuse of Hardship provision???

    By Lori H, August 23, 2013
    • 6 replies
    • 1.7k views
    • 
    • ESOP Guy
    • February 6, 2015

46. Accelerated Loan Payment

    By Guest BarryK, April 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 27, 2004

47. Accelerated Payments

    By Dennis Povloski, April 25, 2008
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • April 25, 2008

48. Acceptable proof of death.

    By Guest Jose Rosario, September 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Theresa Lynn
    • September 24, 2001

49. Accepting loan payoff for a loan that should have been offset.

    By FundeK, October 13, 2004
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • October 13, 2004

50. Accidental RMD

    By Guest Hank_155, June 8, 2004
    • 4 replies
    • 1.2k views
    • 
    • TBob
    • June 9, 2004