Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD for seasonal employee?

   By BG5150, December 2, 2024
   • 6 replies
   • 1.2k views
   • 
   • BG5150
   • December 3, 2024

2. RMD for Sole Proprietor Starting Business at Age 73?

   By CuseFan, April 30, 2018
   • 4 replies
   • 772 views
   • 
   • C. B. Zeller
   • May 9, 2018

3. RMD for spousal beneficiary

   By pmacduff, December 19, 2022
   • 3 replies
   • 424 views
   • 
   • Bird
   • December 20, 2022

4. RMD for Spousal Beneficiary

   By Catch22PGM, June 19, 2020
   • 1 reply
   • 878 views
   • 
   • Luke Bailey
   • June 19, 2020

5. RMD for spouse of deceased participant

   By rfahey, December 23, 2002
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • December 26, 2002

6. RMD for Spouse Sole Beneficiary

   By GMK, January 30, 2015
   • 13 replies
   • 2.7k views
   • 
   • TPApril
   • May 26, 2021

7. RMD for terminated participant who has rolled over her funds to an IRA

   By Pammie57, March 20, 2017
   • 2 replies
   • 569 views
   • 
   • chc93
   • March 21, 2017

8. RMD for terminated plan 2019

   By Dennis G., July 30, 2020
   • 14 replies
   • 1k views
   • 
   • Larry Starr
   • August 8, 2020

9. RMD for year of death

   By CassandraS, November 28, 2012
   • 4 replies
   • 1.4k views
   • 
   • CassandraS
   • November 28, 2012

10. RMD from 401k with Roth and Pre-Tax balances

    By Dennis Povloski, April 1, 2016
    • 8 replies
    • 3.5k views
    • 
    • JPIngold
    • November 10, 2017

11. RMD from 401k with Roth and Traditional

    By Dougsbpc, July 5, 2016
    • 3 replies
    • 799 views
    • 
    • Tom Poje
    • July 6, 2016

12. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 4 replies
    • 2k views
    • 
    • Guest
    • November 5, 2003

13. RMD from a terminating profit sharing plan

    By Jakyasar, August 11, 2020
    • 3 replies
    • 722 views
    • 
    • Larry Starr
    • August 12, 2020

14. RMD from a Traditional IRA

    By Guest Annette Leerhoff, September 1, 2011
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • September 1, 2011

15. RMD from an IRA - Multiple Accounts

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

16. RMD from an IRA and subsequent rollover to 401(k) of IRA balance

    By Dennis G., September 15, 2014   

    • RMD rollover
    • 2 replies
    • 853 views
    • 
    • Appleby
    • September 16, 2014

17. RMD from DB plan when plan is terminating

    By dmb, March 22, 2011
    • 0 replies
    • 919 views
    • 
    • dmb
    • March 22, 2011

18. RMD from DC Plans and IRA's

    By Guest lindamichals, December 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 18, 2003

19. RMD from Keogh Plan

    By Guest Smichalek1, August 24, 2001
    • 1 reply
    • 3.1k views
    • 
    • Belgarath
    • August 27, 2001

20. RMD from PS plan with life insurance only major asset

    By Guest SteveD, June 4, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2004

21. RMD from PSP that includes after tax contributions

    By smm, March 22, 2005
    • 6 replies
    • 2.2k views
    • 
    • smm
    • March 23, 2005

22. RMD from Roth 401(k) Plans

    By MarZDoates, April 27, 2015
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • May 8, 2015

23. RMD from Roth elective deferrals

    By K2retire, November 23, 2010
    • 21 replies
    • 3.5k views
    • 
    • mbozek
    • November 29, 2010

24. RMD from SIMPLE

    By ombskid, December 21, 2010
    • 1 reply
    • 730 views
    • 
    • Guest
    • December 21, 2010

25. RMD if have multiple qualified retirement plans....

    By Guest jusducki, February 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 27, 2006

26. RMD if they have 401(k) AND ROTH 401(k) Question

    By Guest kchadwell, January 30, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • January 30, 2008

27. RMD in first year of DB plan

    By SoCalActuary, June 23, 2005
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • June 23, 2005

28. RMD in new defined benefit plan with past service

    By Guest DCquestioner, December 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2008

29. RMD in new plan

    By pgold, December 11, 2012
    • 12 replies
    • 1.4k views
    • 
    • pmacduff
    • December 11, 2012

30. RMD in Plan with ROTH and non-ROTH

    By Lou S., November 21, 2018
    • 2 replies
    • 831 views
    • 
    • Luke Bailey
    • November 26, 2018

31. RMD in terminated DB

    By Lou S., February 20, 2014
    • 0 replies
    • 982 views
    • 
    • Lou S.
    • February 20, 2014

32. RMD in termination setting

    By billfgrady, February 19, 2004
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • February 19, 2004

33. RMD in the year of death

    By K2retire, November 4, 2015
    • 1 reply
    • 602 views
    • 
    • QDROphile
    • November 4, 2015

34. RMD in the year participant turns 70 1/2

    By jkharvey, January 2, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 2, 2008

35. RMD in year of death

    By M Norton, December 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 21, 2008

36. RMD in year of death

    By BG5150, February 21, 2013
    • 1 reply
    • 997 views
    • 
    • ETA Consulting LLC
    • February 21, 2013

37. RMD in year of death

    By Guest RAA, December 16, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 16, 2003

38. RMD in year of death

    By SMB, October 6, 2010
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • October 7, 2010

39. RMD in year of death- From Ron Merolli

    By Guest Paul Vickers, August 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • August 2, 2001

40. RMD in year of distribution from PS plan

    By dmb, June 16, 2005
    • 4 replies
    • 1.2k views
    • 
    • jevd
    • June 16, 2005

41. RMD in Year of Termination

    By rblum50, February 6, 2020
    • 6 replies
    • 2k views
    • 
    • Appleby
    • February 12, 2020

42. RMD in years following death of participant

    By thepensionmaven, May 3, 2006
    • 4 replies
    • 2k views
    • 
    • ERISAnut
    • May 9, 2006

43. RMD information was not provided

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

44. RMD Issue When a Participant Age 75 Rolls Over Entire Account and Later in Year Retires.

    By DTH, November 19, 2013
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • November 19, 2013

45. rmd missed in 2008 and 2010

    By Guest Mk9522, January 4, 2012
    • 8 replies
    • 4.1k views
    • 
    • Guest
    • October 10, 2012

46. RMD Mistake, help!

    By Rgoose27, December 4, 2019
    • 10 replies
    • 1.7k views
    • 
    • Bird
    • December 9, 2019

47. RMD Needed?

    By Basically, June 2, 2022
    • 12 replies
    • 914 views
    • 
    • Basically
    • June 8, 2022

48. RMD non owner - calendar year balance forward Plan

    By pmacduff, November 21, 2017
    • 1 reply
    • 619 views
    • 
    • Mike Preston
    • November 21, 2017

49. RMD non-owner Exception

    By Vlad401k, June 22, 2015
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 23, 2015

50. RMD not processed before rollover

    By Vlad401k, March 12, 2019
    • 4 replies
    • 1.6k views
    • 
    • CJ Allen
    • March 15, 2019