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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Maximum Loan amount and subsequent distribution

    By Guest Statler,
    • 1 reply
    • 877 views

  2. SECURE Act and credit card based loans

    By t.haley,
    • 2 replies
    • 875 views

  3. Loans from plan sponsor being merged with new company

    By Lori H,
    • 4 replies
    • 875 views

  4. Terminated participant Age 56 & premature distribution penalty

    By Pammie57,
    • 5 replies
    • 875 views

  5. 1099R coding of post-tax contribs cashed out

    By JulesInCNY,   
    • 5 replies
    • 874 views

  6. Terminated Plan Participant Payout

    By Guest RichM,
    • 1 reply
    • 874 views

  7. Payment to joint account?

    By Carol V. Calhoun,
    • 3 replies
    • 874 views

  8. Small balance force-outs

    By Tom,
    • 2 replies
    • 873 views

  9. IRS Rejection of 1099R TIN when filing taxes

    By AmyETPA,
    • 2 replies
    • 872 views

  10. periodic payments vs required minimum distributions

    By M Norton,
    • 3 replies
    • 872 views

  11. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen,
    • 1 reply
    • 872 views

  12. 2020 RMD reclassified as Coronavirus-related Distribuiton

    By B21,
    • 7 replies
    • 871 views

  13. Participant dies and beneficiaries are sisters

    By Jakyasar,
    • 8 replies
    • 870 views

  14. Rollover before Required Beginning Date

    By Gilmore,
    • 4 replies
    • 870 views

  15. When is the first RMD due & what is the benefit to use

    By Jakyasar,
    • 6 replies
    • 869 views

  16. RMD stock acquisition

    By R. Butler,
    • 1 reply
    • 869 views

  17. Military Reservist Distribution -

    By Guest kchadwell,
    • 0 replies
    • 868 views
    • Guest
    • Guest

  18. Disclaimer by nonresident beneficiary

    By Guest halka,
    • 0 replies
    • 868 views
    • Guest
    • Guest

  19. Both Spouse and Spouse have died before RBD

    By yttap,
    • 5 replies
    • 868 views

  20. Withholding on distributions rolled into a Roth IRA

    By Guest jsample,
    • 0 replies
    • 867 views
    • Guest
    • Guest

  21. Distributions paid from wrong plan

    By Guest tdouglas@integrabc.com,
    • 1 reply
    • 866 views

  22. Payroll date last day of month, deposit next month, default date?

    By TPApril,
    • 7 replies
    • 866 views

  23. RMD after death

    By Lou S.,
    • 7 replies
    • 866 views

  24. RMD from an IRA and subsequent rollover to 401(k) of IRA balance

    By Dennis G.,   
    • 2 replies
    • 866 views

  25. RMD - stock sold, but is spouse still a "5% owner"?

    By AlbanyConsultant,
    • 3 replies
    • 866 views

  26. Protected form of distribution?

    By Randy Watson,
    • 0 replies
    • 866 views

  27. RMD for active owner rolled balance

    By pmacduff,
    • 6 replies
    • 865 views

  28. IRA rollover in QP RMDs?

    By pompton,   
    • 3 replies
    • 864 views

  29. RMD and owner

    By Guest dhall,
    • 2 replies
    • 863 views

  30. Proof for restricted loans???

    By heygents,
    • 1 reply
    • 862 views

  31. Partial Plan Term - Can Participant Leave Money In Plan???

    By RestAssured,
    • 3 replies
    • 862 views

  32. Limit term of loan

    By ombskid,
    • 3 replies
    • 861 views

  33. Consent of spouse?

    By Lori H,
    • 3 replies
    • 861 views

  34. after tax contributions on termination of employment

    By Guest josephr,
    • 1 reply
    • 861 views

  35. When does a partner "terminate" for distribuiton

    By jkharvey,
    • 2 replies
    • 861 views

  36. In Service Distribution Upon Retirement Age

    By Basically,
    • 4 replies
    • 860 views

  37. electronic filing of 1099-R forms

    By pmacduff,
    • 4 replies
    • 858 views

  38. Home Purchase

    By Guest Donell,
    • 1 reply
    • 857 views

  39. MRD and Asset sale

    By PMC,
    • 0 replies
    • 856 views
    • PMC
    • PMC

  40. Force-out of "lost partiicpants" in ongoing plan

    By BG5150,
    • 3 replies
    • 855 views
    • JOH
    • JOH

  41. Inservice Distribution Rolled Over To IRA

    By Lucky32,
    • 3 replies
    • 855 views

  42. Donate part of minimum distribution

    By SheilaD,
    • 1 reply
    • 853 views

  43. What are the minimum amounts for allocating rollovers from a distribution?

    By Peter Gulia,
    • 2 replies
    • 853 views

  44. Pre-mature 401(k) withdrawal

    By rcline46,
    • 2 replies
    • 850 views

  45. order of withdrawal

    By Santo Gold,
    • 3 replies
    • 850 views

  46. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 850 views

  47. RMD question

    By BG5150,
    • 1 reply
    • 850 views

  48. State income tax withholding - CA

    By SMB,
    • 1 reply
    • 849 views

  49. 1099-R and post age 55 distribution

    By pmacduff,
    • 3 replies
    • 848 views

  50. RMD in Plan with ROTH and non-ROTH

    By Lou S.,
    • 2 replies
    • 848 views
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