Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. RMDs after death to surviving spouse

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

2. RMDs after inherited IRA bene dies

   By Bird, July 31, 2024
   • 4 replies
   • 811 views
   • 
   • Bird
   • August 5, 2024

3. RMDs and After-Tax contributions

   By dmwe, August 13, 2007
   • 18 replies
   • 4.2k views
   • 
   • dmwe
   • August 15, 2007

4. RMDs and more than 5% owners

   By Bird, August 30, 2012
   • 2 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • August 30, 2012

5. RMDs and Plan Terminations

   By davef, July 14, 2006
   • 5 replies
   • 4.8k views
   • 
   • Bird
   • July 31, 2006

6. RMDs and Plan's Form of Payment

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

7. RMDs and Rehire

   By BTG, November 10, 2022
   • 4 replies
   • 1.5k views
   • 
   • bito'money
   • November 11, 2022

8. RMDs and Rollover to IRA

   By Archimage, February 8, 2002
   • 1 reply
   • 1.6k views
   • 
   • Earl
   • February 8, 2002

9. RMDs by Jan. 1 not April?

   By Griswold, May 1, 2023
   • 5 replies
   • 811 views
   • 
   • Paul I
   • May 3, 2023

10. RMDs due 4/1/02 - "old" rules or "new" rules?

    By John A, November 8, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • November 11, 2001

11. RMDs for beneficiaries

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

12. RMDS for Inherited ROTH 401(k)

    By ERISAAPPLE, August 22, 2018
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • August 23, 2018

13. RMDs for Multiple Employer Plans

    By pensiongeek, July 16, 2024
    • 5 replies
    • 918 views
    • 
    • Peter Gulia
    • July 18, 2024

14. RMDs for Non-Owners (In-Service Not Allowed)

    By Vlad401k, June 14, 2018
    • 8 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • June 15, 2018

15. RMDs for rolled over money if still working?

    By drakecohen, September 17, 2015
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • September 18, 2015

16. RMDs from 401(k) / Profit-Sharing Plan

    By imchipbrown, April 5, 2018
    • 4 replies
    • 3.3k views
    • 
    • imchipbrown
    • April 6, 2018

17. RMDs from Defined Benefit Plans

    By Guest wolfman, December 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 19, 2001

18. RMDs in Terminated Plan

    By DLavigne, October 26, 2015
    • 6 replies
    • 3k views
    • 
    • My 2 cents
    • November 3, 2015

19. RMDs Multiple Beneficiaries

    By ERISAAPPLE, January 25, 2018
    • 2 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • January 25, 2018

20. RMDs not taken due to family attribution error

    By Guest ChopperPilot, December 1, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 2004

21. RMDs to deceased participant with no beneficiaries

    By AlbanyConsultant, March 3, 2020
    • 3 replies
    • 899 views
    • 
    • Larry Starr
    • March 3, 2020

22. RMDs to non-employee elected officials?

    By EGB, July 18, 2007
    • 0 replies
    • 948 views
    • 
    • EGB
    • July 18, 2007

23. RMDs where spousal beneficiary dies

    By Bird, December 12, 2006
    • 0 replies
    • 1k views
    • 
    • Bird
    • December 12, 2006

24. RMDs--after tax monies

    By Felicia, December 15, 2003
    • 4 replies
    • 1.3k views
    • 
    • Felicia
    • December 16, 2003

25. RO From DB To IRA - Is RMD Needed?

    By mming, May 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • May 21, 2009

26. ROBS Plan - RMD?

    By justanotheradmin, October 31, 2022
    • 2 replies
    • 768 views
    • 
    • Peter Gulia
    • November 2, 2022

27. Roll to Roth 2008-30

    By JanetM, June 4, 2008
    • 5 replies
    • 1.4k views
    • 
    • masteff
    • June 5, 2008

28. Rollable portion of corrective distribution

    By Young Curmudgeon, June 2, 2008
    • 0 replies
    • 978 views
    • 
    • Young Curmudgeon
    • June 2, 2008

29. Rolled to ROTH IRA - Wants to change mind, any options?

    By Lou S., January 22, 2018
    • 4 replies
    • 793 views
    • 
    • Mike Preston
    • January 22, 2018

30. Rolling a loan into a plan that currently does not allow for loans

    By Santo Gold, April 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • Santo Gold
    • April 30, 2007

31. ROlling IRAs into Qualified Plans to Avoid Minimum Required Distributi

    By KJohnson, March 15, 2002
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • March 18, 2002

32. Rolling Money INTO a Roth IRA

    By BG5150, March 8, 2010
    • 5 replies
    • 1k views
    • 
    • GMK
    • March 9, 2010

33. Rolling money into foreign plan

    By dmb, March 6, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • March 6, 2001

34. Rolling Over Installment Payments Made For Less Than 10 Years

    By Guest dyoder, March 22, 2005
    • 3 replies
    • 3.7k views
    • 
    • david rigby
    • March 23, 2005

35. Rolling over loans to new plan

    By Lori H, May 26, 2016
    • 8 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 24, 2016

36. Rolling over monies from multiple employer 401(k) Plan in stock deal t

    By Guest smithee, February 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • M R Bernardin
    • February 23, 2001

37. Rolling Over RMD's from Qualified Plans

    By Guest Asvedlow, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • John A
    • November 14, 2001

38. Rollout of Life Insurance - Tax Impact

    By EBECatty, September 19, 2018
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • September 21, 2018

39. Rollover

    By DTH, April 17, 2003
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • April 17, 2003

40. Rollover account in mandatory cashouts

    By BG5150, June 22, 2012
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • June 22, 2012

41. 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

42. Rollover amount in Loan calculation

    By Guest isg2013, August 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 1, 2013

43. Rollover Amounts for In-Service Distributions; Available for Age 59.5 Distributions, Perhaps Hardship Distributions

    By Kent Allard, June 29, 2024   

    • rollover
    • hardship
    • (and 2 more)

      Tagged with:

      • rollover
      • hardship
      • 59.5
      • deferral
    • 3 replies
    • 796 views
    • 
    • Belgarath
    • July 1, 2024

44. Rollover and Taxable 101

    By thepensionmaven, September 24, 2018
    • 1 reply
    • 595 views
    • 
    • C. B. Zeller
    • September 24, 2018

45. Rollover before Required Beginning Date

    By Gilmore, May 23, 2024
    • 4 replies
    • 870 views
    • 
    • Gilmore
    • May 24, 2024

46. Rollover Check - disgruntled participant

    By Pammie57, August 1, 2018
    • 11 replies
    • 1.4k views
    • 
    • KED
    • August 2, 2018

47. Rollover check issued to Plan Sponsor fbo payee, not the Plan fbo paye

    By R. Butler, December 20, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 23, 2002

48. Rollover Check Refunded

    By WhatsESUP, February 28, 2018   

    • rollover
    • check
    • 8 replies
    • 2.7k views
    • 
    • ESOP Guy
    • March 2, 2018

49. Rollover Dist: Non-Roth to Roth

    By Basically, March 4, 2024
    • 5 replies
    • 696 views
    • 
    • Basically
    • March 6, 2024

50. Rollover Dist.

    By Guest moltengater, March 4, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2005