Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. RMD to multiple beneficiaries

   By Guest terric, November 2, 2005
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 2, 2005

2. RMD to non-spousal beneficiary

   By Chippy, November 21, 2019
   • 3 replies
   • 821 views
   • 
   • Bird
   • November 22, 2019

3. RMD to older designated spouse beneficiary (death<2020)

   By TPApril, April 27, 2020
   • 1 reply
   • 414 views
   • 
   • Appleby
   • April 30, 2020

4. RMD to Surviving Spouse after RBD

   By Dougsbpc, August 4, 2016
   • 0 replies
   • 660 views
   • 
   • Dougsbpc
   • August 4, 2016

5. RMD under 5-Year Rule

   By GMK, September 19, 2014
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • September 19, 2014

6. RMD under Secure Act 2.0

   By steve45, February 17, 2023
   • 1 reply
   • 513 views
   • 
   • Belgarath
   • February 17, 2023

7. RMD v In-Service Non-Owner

   By Lou S., February 12, 2014
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • February 12, 2014

8. RMD was missed

   By Renee H, August 30, 2023
   • 1 reply
   • 673 views
   • 
   • CuseFan
   • August 31, 2023

9. 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

10. RMD With an IRA and a 401(k) Account

    By Guest MFuentes, December 6, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 1999

11. RMD with ROTH

    By Brenda Wren, May 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • May 14, 2011

12. RMD Withholding

    By 401_noob, December 14, 2018   

    • rmd
    • tax withholding
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • December 20, 2018

13. RMD withholding

    By Cynchbeast, December 20, 2012
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 20, 2012

14. RMD Withholding Form W-4R or W-4P

    By Ananda, February 7, 2023
    • 2 replies
    • 2.6k views
    • 
    • Ananda
    • February 8, 2023

15. RMD--multiple beneficiaries

    By Felicia, December 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • December 22, 2003

16. RMD--participant consent needed?

    By BG5150, November 5, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2010

17. RMD-are the model amendments in Rev. Proc. 2002-29 mandatory?

    By Guest Donaldson, March 23, 2005
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 24, 2005

18. RMD-former 5% owner

    By BTH, October 17, 2014
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • October 24, 2014

19. RMD-surviving spouse--rollover to IRA

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

20. RMD, in-kind distribution

    By emmetttrudy, September 22, 2014
    • 8 replies
    • 3.4k views
    • 
    • emmetttrudy
    • September 22, 2014

21. RMD, Plan Termination, Successor Employer

    By buckaroo, November 18, 2004
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • November 19, 2004

22. rmd: payment of expenses

    By Guest amy darnell, June 15, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • June 15, 2000

23. RMD?

    By jpod, August 6, 2018
    • 6 replies
    • 915 views
    • 
    • jpod
    • August 7, 2018

24. RMD... Bene a Trust

    By K-t-F, June 30, 2006
    • 4 replies
    • 2.8k views
    • 
    • Appleby
    • July 3, 2006

25. RMD... financial advisor did not withhold

    By Basically, April 4, 2022
    • 2 replies
    • 475 views
    • 
    • Basically
    • April 12, 2022

26. RMD's

    By jkdoll2, September 14, 2010
    • 18 replies
    • 4.2k views
    • 
    • mbozek
    • September 17, 2010

27. RMD's

    By kwalified, June 18, 2012
    • 1 reply
    • 972 views
    • 
    • ETA Consulting LLC
    • June 18, 2012

28. RMD's

    By kwalified, November 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • November 15, 2012

29. RMD's

    By Guest Donell, November 16, 2012
    • 2 replies
    • 985 views
    • 
    • Kevin C
    • November 16, 2012

30. RMD's & Prohibited loans

    By TPApril, March 5, 2016
    • 7 replies
    • 967 views
    • 
    • Peter Gulia
    • March 10, 2016

31. RMD's & rehires

    By JeffB, September 18, 2024
    • 1 reply
    • 636 views
    • 
    • Paul I
    • September 19, 2024

32. RMD's and Excesses

    By pjbaer, October 25, 2017
    • 1 reply
    • 677 views
    • 
    • ETA Consulting LLC
    • October 25, 2017

33. RMD's and Illiquid Assets

    By Gruegen, October 11, 2002
    • 0 replies
    • 2.3k views
    • 
    • Gruegen
    • October 11, 2002

34. RMD's for 2010 - Were they suspended too?

    By Jim Chad, August 10, 2010
    • 2 replies
    • 2.2k views
    • 
    • Jim Chad
    • August 14, 2010

35. RMD's in a new Plan

    By Belgarath, December 10, 2012
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • December 10, 2012

36. RMD/1099-R Reporting

    By Doghouse, January 29, 2014   

    • RMD
    • 1099-R
    • (and 1 more)

      Tagged with:

      • RMD
      • 1099-R
      • 1099
    • 8 replies
    • 8.2k views
    • 
    • My 2 cents
    • January 30, 2014

37. RMD/RBD

    By doombuggy, May 18, 2012
    • 8 replies
    • 1.5k views
    • 
    • masteff
    • May 23, 2012

38. RMD/Rollover Situation

    By BTH, October 4, 2007
    • 1 reply
    • 2k views
    • 
    • Bird
    • October 4, 2007

39. RMDs

    By oldman63, September 27, 2019
    • 3 replies
    • 773 views
    • 
    • Dave Baker
    • October 1, 2019

40. RMDs

    By jpod, November 19, 2015
    • 4 replies
    • 994 views
    • 
    • masteff
    • December 2, 2015

41. RMDs

    By Nassau, December 2, 2011
    • 6 replies
    • 1.4k views
    • 
    • mbozek
    • December 3, 2011

42. RMDs

    By Felicia, February 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • February 11, 2005

43. RMDs

    By doombuggy, November 27, 2006
    • 5 replies
    • 1.7k views
    • 
    • doombuggy
    • December 5, 2006

44. RMDs - calculate withholding via W-4P?

    By AlbanyConsultant, June 23, 2016
    • 9 replies
    • 4.3k views
    • 
    • GMK
    • June 23, 2016

45. RMDs - Lots of Owners, But No 5% Owners

    By lkpittman, November 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 21, 2002

46. RMDs - nonowner and still employed

    By doombuggy, October 16, 2015   

    • RMDs
    • 5 replies
    • 986 views
    • 
    • My 2 cents
    • October 16, 2015

47. RMDs & dec'd owner

    By doombuggy, February 27, 2006
    • 2 replies
    • 1.7k views
    • 
    • doombuggy
    • February 28, 2006

48. RMDs after death - IRS guidance?

    By Bird, April 18, 2023
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • April 20, 2023

49. RMDs after death to parents(beneficiaries)

    By mefrancis1729, November 2, 2023   

    • rmd
    • beneficary
    • (and 1 more)

      Tagged with:

      • rmd
      • beneficary
      • death
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • November 8, 2023

50. RMDs after death to surviving spouse

    By Bird, November 1, 2023
    • 2 replies
    • 713 views
    • 
    • Bird
    • November 6, 2023