Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD / Retirement / RBD

   By JPIngold, November 17, 2016
   • 11 replies
   • 1.7k views
   • 
   • TPApril
   • November 23, 2016

2. RMD & Charitable Rollovers

   By DP, October 29, 2007
   • 2 replies
   • 1.3k views
   • 
   • DP
   • October 29, 2007

3. RMD & Death question

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

4. RMD 2020 Waiver and sample amendment

   By MDOWNS@CBIZ.COM, November 2, 2020   

   • waiver
   • sample amendment
   • (and 1 more)

     Tagged with:

     • waiver
     • sample amendment
     • rmds
   • 1 reply
   • 725 views
   • 
   • Peter Gulia
   • November 2, 2020

5. RMD 401k deposited after year end

   By Earl, March 30, 2018
   • 2 replies
   • 588 views
   • 
   • jpod
   • March 30, 2018

6. RMD 403b plan

   By Santo Gold, November 9, 2018
   • 8 replies
   • 1.7k views
   • 
   • JamesK
   • November 13, 2018

7. RMD 5% owner under constructive ownership

   By AnnCK, December 30, 2022
   • 2 replies
   • 891 views
   • 
   • AnnCK
   • January 3, 2023

8. RMD above minimum (in-service not allowed)

   By Vlad401k, August 4, 2015
   • 22 replies
   • 3.2k views
   • 
   • Bird
   • August 10, 2015

9. RMD Account Balance

   By Guest nlmc18, November 18, 2003
   • 3 replies
   • 2.9k views
   • 
   • Harwood
   • November 21, 2003

10. RMD after death

    By Lou S., July 27, 2017
    • 7 replies
    • 853 views
    • 
    • Bird
    • July 28, 2017

11. RMD after Death - 4 beneficiaries

    By Lou S., February 11, 2013
    • 4 replies
    • 1.3k views
    • 
    • masteff
    • February 12, 2013

12. RMD after Death but before RBD?

    By mgcpension, October 23, 2014
    • 6 replies
    • 1.4k views
    • 
    • mgcpension
    • October 23, 2014

13. RMD after In-Service

    By sam2012, June 10, 2016   

    • RMD
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • June 10, 2016

14. RMD after participant death

    By Santo Gold, November 14, 2023
    • 7 replies
    • 1.5k views
    • 
    • Belgarath
    • December 1, 2023

15. rmd after rbd

    By Beemer, November 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • November 13, 2010

16. RMD after rollover

    By ombskid, November 3, 2016
    • 4 replies
    • 908 views
    • 
    • Lou S.
    • November 3, 2016

17. RMD after rollover

    By TPA2015, September 29, 2017   

    • rmd rollover
    • 3 replies
    • 621 views
    • 
    • CuseFan
    • September 29, 2017

18. RMD after stock sale

    By WCC, April 5, 2017
    • 3 replies
    • 603 views
    • 
    • K2
    • April 6, 2017

19. RMD after termination

    By 52626, August 10, 2018
    • 31 replies
    • 5.2k views
    • 
    • Bird
    • August 17, 2018

20. RMD age 70.5

    By Lori H, June 28, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • June 29, 2007

21. RMD and 5% owner test

    By Guest amybu99, December 23, 2002
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • December 26, 2002

22. RMD and asset acquisition

    By R. Butler, November 21, 2016
    • 1 reply
    • 863 views
    • 
    • Bill Presson
    • November 21, 2016

23. RMD and Beneficiary is More Than 10 Years Younger

    By emmetttrudy, April 22, 2013
    • 4 replies
    • 3.6k views
    • 
    • Bird
    • April 23, 2013

24. RMD and Cash Value of Life Insurance

    By Ananda, September 16, 2021
    • 5 replies
    • 2.7k views
    • 
    • Belgarath
    • September 17, 2021

25. RMD and death

    By Cynchbeast, January 7, 2022
    • 1 reply
    • 454 views
    • 
    • BG5150
    • January 10, 2022

26. RMD and Defaulted Loan

    By Rob P, June 21, 2013
    • 10 replies
    • 7.8k views
    • 
    • Rob P
    • June 24, 2013

27. RMD and Deferred Distribution

    By AJ North, January 30, 2013
    • 5 replies
    • 1.1k views
    • 
    • AJ North
    • February 1, 2013

28. RMD and in-service distribution

    By Guest Jennyb473, December 3, 2010
    • 32 replies
    • 17.3k views
    • 
    • joel
    • August 11, 2013

29. RMD and leave of absence

    By Guest Mike Melnick, October 19, 2005
    • 2 replies
    • 2.6k views
    • 
    • E as in ERISA
    • October 20, 2005

30. RMD and Life Insurance Investment

    By RPP2001, December 9, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • December 9, 2013

31. RMD and minority interest discounts

    By Guest JPIngold, July 9, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • July 11, 2012

32. RMD and non-5% owner participants

    By bevfair, July 24, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 25, 2012

33. RMD and owner

    By Guest dhall, May 6, 2009
    • 2 replies
    • 854 views
    • 
    • WDIK
    • May 6, 2009

34. RMD and Plan Year change

    By msmith, June 10, 2013
    • 7 replies
    • 1.2k views
    • 
    • msmith
    • June 10, 2013

35. RMD and receivable

    By cdavis25, March 7, 2014
    • 2 replies
    • 2.7k views
    • 
    • cdavis25
    • March 7, 2014

36. RMD and rollover

    By MoShawn, August 28, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 29, 2007

37. RMD and Rollovers

    By Guest Pete Joachim, February 18, 2004
    • 5 replies
    • 1.2k views
    • 
    • Appleby
    • February 19, 2004

38. RMD and spouse is more than 10 years younger

    By John Feldt ERPA CPC QPA, September 12, 2019   

    • rmd
    • spouse
    • (and 1 more)

      Tagged with:

      • rmd
      • spouse
      • minimum distribution
    • 4 replies
    • 1.8k views
    • 
    • Kevin C
    • September 13, 2019

39. RMD and Stock Attribution

    By Guest Twinky, November 7, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2008

40. RMD and TPA Fees

    By commishvp, February 28, 2013
    • 12 replies
    • 3.8k views
    • 
    • dkamikawa
    • April 30, 2015

41. RMD applicable balance for terminee prior to contribution deposit

    By Guest crosseyetester, January 8, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 8, 2007

42. RMD as Charitable Contributions

    By Lou S., October 15, 2010
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • October 18, 2010

43. RMD before 70 1/2?

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

44. RMD before Rollover in year before RBD?

    By CAR, November 11, 2008
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2009

45. RMD before Roth Conversion Rule

    By Yesnam, November 11, 2016
    • 2 replies
    • 700 views
    • 
    • Yesnam
    • November 11, 2016

46. RMD Beginning Date - owner only plan + Plan Terminating

    By Basically, November 3, 2021
    • 1 reply
    • 443 views
    • 
    • C. B. Zeller
    • November 3, 2021

47. RMD calculated using spouse even if spouse not the beneficiary?

    By John A, January 20, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 2000

48. RMD calculation

    By pmacduff, May 3, 2010
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 4, 2010

49. RMD Calculation

    By Earl, December 16, 2010
    • 1 reply
    • 918 views
    • 
    • masteff
    • December 16, 2010

50. RMD Calculation

    By Susan S., March 8, 2013
    • 3 replies
    • 1.6k views
    • 
    • ESOP Guy
    • March 8, 2013