Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Should the value of individual insurance policies held by a participan

   By John A, November 1, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 1, 1999

2. Should we distribute?

   By Guest zora, May 21, 2007
   • 2 replies
   • 1k views
   • 
   • Guest
   • May 21, 2007

3. Signing off on hardships

   By Guest newport, December 7, 2010
   • 5 replies
   • 1.1k views
   • 
   • Guest
   • December 7, 2010

4. SIMPLE IRA to 401(k)

   By Guest Lesley Sifers, July 29, 2002
   • 1 reply
   • 1.6k views
   • 
   • R. Butler
   • July 29, 2002

5. SIMPLE IRA to regular 401(k) Plan

   By CLE401kGuy, April 10, 2017   

   • simple ira
   • 401k
   • (and 2 more)

     Tagged with:

     • simple ira
     • 401k
     • distribution
     • rollover
   • 2 replies
   • 563 views
   • 
   • Bird
   • April 11, 2017

6. Single participant in a plan subject to QJSA requirements.

   By FundeK, December 5, 2003
   • 8 replies
   • 2.5k views
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   • Mike Preston
   • December 8, 2003

7. Single sum of remainder of life certain annuity period

   By Guest flamingo, July 14, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 14, 2005

8. SIP beneficiary question

   By Guest LuckyDuck, April 20, 2013
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • April 22, 2013

9. Small Amount Distributions

   By Lori H, September 27, 2010
   • 7 replies
   • 1.3k views
   • 
   • Guest
   • November 2, 2010

10. Small Balance - Death benefit

    By Nassau, December 12, 2011
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • December 12, 2011

11. Small balance distributions

    By ombskid, November 8, 2012
    • 4 replies
    • 904 views
    • 
    • ombskid
    • November 8, 2012

12. Small balance force-outs

    By Tom, May 13, 2021
    • 2 replies
    • 873 views
    • 
    • BG5150
    • May 18, 2021

13. Small Death Benefit

    By Below Ground, August 28, 2013   

    • How to pay?
    • 23 replies
    • 3.9k views
    • 
    • masteff
    • December 10, 2013

14. Small Distribution Withholding Taxes

    By Below Ground, January 5, 2009
    • 5 replies
    • 1.2k views
    • 
    • Below Ground
    • January 6, 2009

15. Small minimum distribution amount

    By Guest, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • John A
    • December 28, 2000

16. Social Security and Medicare Tax/Lump Sum Distrib.

    By Guest Amanda Davis, September 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 2, 2003

17. Social Security Leveling Option

    By Guest crosseyetester, April 25, 2007
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • April 25, 2007

18. Software for electronic filing of 1099R

    By Monica Barnard, October 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • October 25, 2007

19. Software--RMDs, etc.

    By lkpittman, September 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • September 12, 2000

20. Soldiers and Sailors Relief Act

    By Guest Kurt_Johansen, September 26, 2001
    • 9 replies
    • 2.6k views
    • 
    • david rigby
    • February 22, 2002

21. Soldiers' and Sailors' Civil Relief Act

    By Guest CJK, October 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • October 23, 2001

22. Sole Prop. Loans

    By Guest Fuzzy, December 5, 2002
    • 2 replies
    • 1k views
    • 
    • jpod
    • December 5, 2002

23. Sole Proprietor

    By Randy Watson, February 19, 2009
    • 1 reply
    • 839 views
    • 
    • WDIK
    • February 19, 2009

24. Solo Plan, Taking Distributions But Keeping Plan

    By Basically, June 24, 2024
    • 2 replies
    • 570 views
    • 
    • Basically
    • June 24, 2024

25. South Carolina Tax Withholding

    By PLAN MAN, November 7, 2007
    • 2 replies
    • 8.2k views
    • 
    • Guest
    • March 20, 2008

26. Special income allocations for distribution pay outs

    By Guest Laurie Harmon, December 6, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2000

27. Special Tax Notice

    By J. Bringhurst, June 6, 2005
    • 3 replies
    • 1.7k views
    • 
    • J. Bringhurst
    • July 8, 2005

28. Special Tax Notice

    By RCK, September 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 5, 2001

29. Special Tax Notice

    By Guest Pensions in Paradise, March 9, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 9, 2006

30. Special Tax Notice for in service dists?

    By TPApril, December 15, 2021
    • 1 reply
    • 917 views
    • 
    • Lou S.
    • December 15, 2021

31. Sporadic partial distributions to HCE

    By mming, October 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

32. Spousal ability to roll to IRA after deceased participant's required b

    By Guest lclark, June 22, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 22, 2000

33. Spousal beneficiary

    By Craig Schiller, March 27, 2013   

    • RBD for spouse
    • 2 replies
    • 1.2k views
    • 
    • Craig Schiller
    • March 29, 2013

34. Spousal Beneficiary RMD- adjustment for new tables?

    By PMZJohn, March 4, 2022
    • 1 reply
    • 388 views
    • 
    • Luke Bailey
    • March 18, 2022

35. Spousal Consent

    By dmb, May 3, 2004
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • May 3, 2004

36. Spousal Consent

    By Guest durktracy, November 6, 2009
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • November 6, 2009

37. Spousal Consent

    By Guest Henry P. Schneider, October 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • October 30, 2002

38. Spousal Consent

    By Guest DTrom, May 4, 2005
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • May 6, 2005

39. Spousal consent

    By Guest MNR, January 23, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2002

40. Spousal Consent

    By Guest trainw, November 15, 2009
    • 1 reply
    • 985 views
    • 
    • J Simmons
    • November 15, 2009

41. Spousal Consent

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 5, 1999

42. Spousal Consent

    By Guest WPJoeC, August 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 24, 2012

43. Spousal consent - incompetent spouse

    By Guest ladler, March 11, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 11, 2004

44. Spousal Consent - Legally Separated but not Divorced

    By Guest ircreader, June 8, 2004
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • June 8, 2004

45. Spousal Consent - Loans, Hardship Withdrawals, Rollovers, Distributions

    By fmsinc, February 22, 2020
    • 4 replies
    • 1.8k views
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    • fmsinc
    • February 24, 2020

46. Spousal Consent - USC 1746

    By Kevin C, March 12, 2020
    • 2 replies
    • 788 views
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    • Kevin C
    • March 13, 2020

47. Spousal Consent (again)

    By Guest nancy814, July 2, 2010
    • 6 replies
    • 1.4k views
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    • Guest
    • July 6, 2010

48. Spousal Consent and Notary is a fraud

    By TPA Bob, October 3, 2011
    • 3 replies
    • 2.3k views
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    • mbozek
    • October 3, 2011

49. Spousal Consent exceptions?

    By Guest agordon, October 19, 2004
    • 4 replies
    • 2k views
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    • david rigby
    • October 19, 2004

50. Spousal consent for default election of direct rollover

    By Guest allisonperry, February 10, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 10, 2006