Distributions and Loans, Other than QDROs

4,199 topics in this forum

1. Employee after RBD Ceases to be a 5% Owner

   By Guest Edward McElroy, March 20, 2002
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • March 21, 2002

2. continuation of MRD, but using daughter's age after death of participa

   By MR, March 18, 2002
   • 3 replies
   • 1.6k views
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   • BPickerCPA
   • March 21, 2002

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

   By KJohnson, March 15, 2002
   • 4 replies
   • 1.9k views
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   • mbozek
   • March 18, 2002

4. Beneficiary and participant in same plan, can death benefit just be tr

   By John A, March 1, 2002
   • 10 replies
   • 3.1k views
   • 
   • mbozek
   • March 18, 2002

5. Required Minimum Distributions - any guidance on how either 1987 regs

   By John A, March 14, 2002
   • 0 replies
   • 1.3k views
   • 
   • John A
   • March 14, 2002

6. Distribution paid from wrong plan

   By Guest bmurphy, March 8, 2002
   • 2 replies
   • 1.6k views
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   • david rigby
   • March 9, 2002

7. Changing Distribution Options

   By Guest bmurphy, March 8, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 8, 2002

8. plan loans

   By mbozek, March 7, 2002
   • 1 reply
   • 1.9k views
   • 
   • Mike Preston
   • March 7, 2002

9. Plan Administrator Failed to Deduct Loan Payments

   By Guest Sara H, March 4, 2002
   • 6 replies
   • 2.4k views
   • 
   • Mike Preston
   • March 7, 2002

10. Notice of right to repayment under the cash-out rule.

    By Guest Thornton, August 28, 2001
    • 1 reply
    • 1.5k views
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    • Guest
    • March 5, 2002

11. Tax question re: alternate payee

    By Guest cdg, March 1, 2002
    • 9 replies
    • 3.3k views
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    • mbozek
    • March 4, 2002

12. age 70 1/2 distribution & furlough status

    By alexa, February 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 2, 2002

13. Correction of Delayed Distribution

    By Guest Bud, February 26, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • February 26, 2002

14. Soldiers and Sailors Relief Act

    By Guest Kurt_Johansen, September 26, 2001
    • 9 replies
    • 2.8k views
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    • david rigby
    • February 22, 2002

15. 1099 for return of excess deferrals

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • February 22, 2002

16. Returned 1099-R's

    By Guest bmurphy, February 20, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 21, 2002

17. Participant refuses Distribution

    By Guest KAGEM, February 9, 2002
    • 16 replies
    • 4.3k views
    • 
    • mbozek
    • February 20, 2002

18. Rollover of after tax contributions to Roth.

    By Guest Steve Palmer, February 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • February 20, 2002

19. Minimum Distribution - What forms need to be executed?

    By Guest EPS, February 20, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 20, 2002

20. Help to determine the RBD..

    By Guest KAGrist, February 19, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2002

21. Refresh my memory on a non-spouse beneficiary distribution.

    By Guest JPAdmin, February 19, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

22. Las Vegas Ex-plasterer Early Ret @ 32 Needs Info On Cashing In Pension

    By Guest vegasgem, February 16, 2002
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 18, 2002

23. Health Plan dependent student eligibility

    By Guest jmjoyce, February 14, 2002
    • 3 replies
    • 1.7k views
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    • jeanine
    • February 18, 2002

24. on series of substantially equal payments now, wants to change- conseq

    By maverick, February 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • February 12, 2002

25. Age used for first RMD

    By dmb, February 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • February 12, 2002

26. Payment of State Withholding Taxes

    By Fred Payne, February 6, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 9, 2002

27. Refinancing Qualified Plan Loans

    By Guest Shelton, February 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 8, 2002

28. RMDs and Rollover to IRA

    By Archimage, February 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • Earl
    • February 8, 2002

29. SCAM - link to 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.6k views
    • 
    • Erik Read
    • February 7, 2002

30. Non-qualified variable annuites

    By Guest davet, February 6, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 6, 2002

31. New RMD rules

    By Guest GS1100, February 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 5, 2002

32. Distributions after death

    By Guest Blake, February 5, 2002
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 5, 2002

33. In service distribution for owner over 70 1/2

    By Guest EBC, February 1, 2002
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • February 5, 2002

34. Profit Sharing Plan distribution when participant has a life insurance

    By maverick, January 22, 2002
    • 12 replies
    • 4.3k views
    • 
    • Belgarath
    • February 4, 2002

35. Spousal consent

    By Guest MNR, January 23, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • January 30, 2002

36. Minimum distribution withholding

    By alexa, January 24, 2002
    • 5 replies
    • 2k views
    • 
    • Medusa
    • January 27, 2002

37. Notice Requirements for Elimination of 70-1/2 In-Service Distribtion.

    By Guest PJW, December 18, 2001
    • 7 replies
    • 2.1k views
    • 
    • KJohnson
    • January 25, 2002

38. QJSA exception for PS balances

    By Fred Payne, January 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • Fred Payne
    • January 25, 2002

39. Rollover IRA accepted cash but sent stock certificates back to plan

    By Guest LMalone, January 24, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • January 25, 2002

40. Notification onus

    By Guest STLGiant, January 18, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • January 23, 2002

41. Anticutback issue - change of timing of distribution

    By Guest Star Seeker, January 23, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 23, 2002

42. Loans To Owners Of S-corps

    By Guest KNAF, January 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 22, 2002

43. INternational taxation of 401K distributions

    By Guest joan sterling, January 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 21, 2002

44. IRS has revised the 12/27/01 Special Tax Notice

    By Everett Moreland, January 17, 2002
    • 6 replies
    • 1.8k views
    • 
    • MGB
    • January 17, 2002

45. Interest Repayments

    By Guest Jhagan, January 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • January 16, 2002

46. Incidental Benefit on Life Insurance and Rollover

    By rocknrolls2, January 7, 2002
    • 3 replies
    • 2.7k views
    • 
    • Belgarath
    • January 9, 2002

47. Required Minimum Distribution

    By Guest Ed Walker, January 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • January 8, 2002

48. buying a home thru esop

    By Guest wnibs, December 26, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2002

49. Distributions from plan funded solely by annuities

    By Guest Beth N, December 31, 2001
    • 4 replies
    • 1.7k views
    • 
    • RCK
    • January 2, 2002

50. MRDs

    By Guest lforesz, December 20, 2001
    • 3 replies
    • 2.1k views
    • 
    • KJohnson
    • December 31, 2001