Distributions and Loans, Other than QDROs

4,172 topics in this forum

1. Rollover to IRA fbo Trust

   By luissaha, August 3, 2016
   • 3 replies
   • 1.3k views
   • 
   • JJRetirement
   • August 4, 2016

2. Rollover to IRA in Puerto Rico?

   By Guest PensionPrincess, July 21, 2011
   • 3 replies
   • 9.1k views
   • 
   • masteff
   • September 9, 2011

3. Rollover to Same Plan

   By Randy Watson, October 7, 2008
   • 2 replies
   • 1k views
   • 
   • Guest
   • October 7, 2008

4. rollover to spouse in same plan

   By M Norton, January 17, 2020   

   • reporting in-plan rollover
   • 1 reply
   • 537 views
   • 
   • C. B. Zeller
   • January 17, 2020

5. Rollover: Pymt. Independent from Series of Substantially Equal Periodic Pymts

   By Guest TCP, March 3, 2008
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • March 10, 2008

6. Rollover?

   By Dougsbpc, February 4, 2015
   • 8 replies
   • 1.1k views
   • 
   • jpod
   • February 5, 2015

7. Rollover(s) from Multiple Plans

   By Christine Roberts, January 26, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 28, 2000

8. Rollovers as Hardship Distributions

   By Guest William Lehman, June 9, 1999
   • 8 replies
   • 2.9k views
   • 
   • jlf
   • June 29, 1999

9. Rollovers by non-spouse beneficiaries

   By Guest PGH.ERISA, February 11, 2008
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • March 25, 2008

10. Rollovers of 'mandatory distributions'

    By Tom Poje, December 17, 2004
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • December 17, 2004

11. Rollovers of after-tax funds to Roth IRAs

    By Guest PGH.ERISA, April 24, 2008
    • 5 replies
    • 2.2k views
    • 
    • Appleby
    • August 20, 2008

12. Rollovers to a SIMPLE 401(k)

    By Guest ak, August 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 2001

13. Rollovers to Roth IRAs Under PPA 2006

    By Guest PGH.ERISA, February 12, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2008

14. Room & Board Hardship--include off-campus housing

    By BG5150, July 8, 2013
    • 2 replies
    • 4.2k views
    • 
    • masteff
    • July 8, 2013

15. Roth 401(k) -- Distributed to one beneficiary

    By Jean, March 8, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jean
    • March 8, 2006

16. Roth 401(k) cash distribution

    By Guest KRS401k, September 2, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • September 2, 2009

17. Roth 401(k) Distributions -- When are earnings tax free?

    By Jean, August 12, 2005
    • 0 replies
    • 1.3k views
    • 
    • Jean
    • August 12, 2005

18. Roth 401(k) Non-Qualified Rollover

    By Guest PensionPrincess, January 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 17, 2010

19. Roth 401(k) rollover to Roth IRA

    By cdavis25, January 20, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 20, 2010

20. Roth 401(k)/403(b)

    By Felicia, November 1, 2007
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 2, 2007

21. Roth 401(k0 distribution - tax?

    By doombuggy, March 3, 2010
    • 2 replies
    • 1k views
    • 
    • doombuggy
    • March 5, 2010

22. Roth 401k Distribution if Terminated after 55

    By Vlad401k, February 26, 2019
    • 1 reply
    • 467 views
    • 
    • card
    • February 26, 2019

23. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
    • 0 replies
    • 845 views
    • 
    • WCC
    • October 11, 2013

24. Roth 401k non qualified distribution penalty

    By WCC, October 11, 2013
    • 3 replies
    • 3k views
    • 
    • WCC
    • October 11, 2013

25. Roth Conversion of After Tax Basis in Deemed Distribution

    By ERISA1, February 13, 2023
    • 0 replies
    • 417 views
    • 
    • ERISA1
    • February 13, 2023

26. ROTH conversion process

    By Basically, December 7, 2023
    • 8 replies
    • 5.2k views
    • 
    • QDROphile
    • December 8, 2023

27. ROTH deferrals and ROTH conversions

    By Basically, October 10, 2024
    • 5 replies
    • 1.7k views
    • 
    • G8Rs
    • October 12, 2024

28. Roth deferrals with a loss at distribution

    By K2retire, May 30, 2009
    • 7 replies
    • 1.8k views
    • 
    • masteff
    • June 1, 2009

29. Roth Disability Distribution

    By Vlad401k, June 5, 2020
    • 1 reply
    • 583 views
    • 
    • Luke Bailey
    • June 8, 2020

30. Roth Distribution - Fees and Roth Basis

    By Vlad401k, July 27, 2015
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 27, 2015

31. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k, October 12, 2015
    • 1 reply
    • 827 views
    • 
    • ETA Consulting LLC
    • October 12, 2015

32. Roth Distribution Code

    By Vlad401k, December 29, 2014
    • 8 replies
    • 5.1k views
    • 
    • pmacduff
    • January 12, 2015

33. Roth Distribution Question

    By Vlad401k, April 21, 2015
    • 1 reply
    • 967 views
    • 
    • Lou S.
    • April 21, 2015

34. ROTH Distribution, Taxable?

    By Basically, April 25, 2023
    • 3 replies
    • 863 views
    • 
    • Basically
    • May 4, 2023

35. ROTH distributions out of the country

    By TPAMan, October 20, 2015
    • 2 replies
    • 813 views
    • 
    • ESOP Guy
    • October 20, 2015

36. Roth Distributions with no 5-Year Information

    By Jennifer D., July 2, 2024
    • 6 replies
    • 851 views
    • 
    • Lou S.
    • July 3, 2024

37. ROTH funded plan... RMD rule

    By K-t-F, February 7, 2022
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • February 7, 2022

38. Roth hardship

    By cdavis25, January 8, 2014
    • 2 replies
    • 1.7k views
    • 
    • cdavis25
    • January 8, 2014

39. Roth Hardship Withdrawals

    By Nassau, February 13, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • February 13, 2013

40. roth in service over 59 1/2 but less than 5 years

    By pmacduff, March 26, 2018
    • 2 replies
    • 696 views
    • 
    • pmacduff
    • March 27, 2018

41. Roth included in basis if doc excludes roth from h/s dist

    By Guest isg2013, September 10, 2013
    • 3 replies
    • 961 views
    • 
    • Bird
    • September 11, 2013

42. Roth IRA conversion from pre-tax and Roth 401(k)

    By Guest Quacka, February 27, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2011

43. Roth Ira Distributions

    By Guest APPPRO, July 13, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 15, 2002

44. Roth Loan Taxation Deemed Distribution

    By 52626, June 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • June 24, 2015

45. Roth Qualified Distribution

    By DTH, May 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • May 12, 2008

46. Roth RMD

    By Guest emtee, August 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 30, 2006

47. Roth Rollover to Roth IRA in 2008 and 2009 snafu

    By Gruegen, August 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • August 24, 2007

48. Roth-K Distribution Death Benefit Question

    By Lou S., December 22, 2023
    • 5 replies
    • 1.4k views
    • 
    • Appleby
    • January 2, 2024

49. Routing Numbers

    By Guest mikeak, August 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 21, 2002

50. RRSP Plans

    By Guest sheilamarie, November 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • November 23, 2003