Jump to content

Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Hardhip withdrawal of MP funds transferred to K plan

    By BG5150,
    • 1 reply
    • 847 views

  2. retirement disbursement option change

    By Teri,
    • 5 replies
    • 847 views

  3. ROTH Distribution, Taxable?

    By Basically,
    • 3 replies
    • 846 views

  4. Rollover into Qualified Plan that should not have been allowed

    By Guest Why Me!,
    • 0 replies
    • 846 views
    • Guest
    • Guest

  5. Loan Processed Twice

    By Guest jolson,
    • 1 reply
    • 845 views

  6. Family fued on death benefit

    By arthurkagan,   
    • 2 replies
    • 845 views

  7. Cash out for terminated employee

    By Egold,
    • 3 replies
    • 844 views

  8. Avoiding 10% 59-1/2 penalty tax

    By drakecohen,
    • 1 reply
    • 844 views

  9. Loan note for an laid off participant

    By Santo Gold,
    • 0 replies
    • 843 views

  10. RMD to non-spousal beneficiary

    By Chippy,
    • 3 replies
    • 841 views

  11. Death benefit to new spouse

    By Santo Gold,
    • 5 replies
    • 841 views

  12. Death Benefit to a Trust

    By D Lewis,
    • 0 replies
    • 841 views

  13. Participant Loan to Purchase Residence

    By mjf06241972,
    • 3 replies
    • 841 views

  14. Roth 401k non qualified distribution penalty

    By WCC,
    • 0 replies
    • 840 views
    • WCC
    • WCC

  15. RMD information was not provided

    By Jakyasar,
    • 3 replies
    • 839 views

  16. ISW provision required to take more than RMD?

    By Guest Connie H,
    • 1 reply
    • 839 views
    • Guest
    • Guest

  17. Sole Proprietor

    By Randy Watson,
    • 1 reply
    • 839 views

  18. Inward rollovers TO a qualified plan by..

    By Jerry Erisa,
    • 2 replies
    • 838 views

  19. PS58 part of RMD?

    By drakecohen,
    • 3 replies
    • 838 views

  20. non-spouse beneficiary IRA to Plan OK?

    By Earl,
    • 3 replies
    • 837 views

  21. Loss on unqualified Roth Distribution

    By Becky Schwing,
    • 3 replies
    • 835 views

  22. 1st RMD clarification

    By Basically,
    • 3 replies
    • 833 views

  23. Post Tax Distribution 1099 Code

    By PFranckowiak,
    • 1 reply
    • 832 views

  24. 1099-R For Missing Participants (Forced Rollover)

    By Stash026,
    • 4 replies
    • 832 views

  25. 430 Restrictions and Rollovers

    By rcline46,
    • 0 replies
    • 832 views

  26. Safe Harbor Contributions

    By Nassau,
    • 0 replies
    • 831 views

  27. senior moment

    By thepensionmaven,
    • 8 replies
    • 830 views

  28. Control group

    By scsfam,
    • 2 replies
    • 830 views

  29. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 827 views

  30. Deceased Participant with Loan Balance

    By Vlad401k,
    • 1 reply
    • 826 views

  31. Roth Distributions with no 5-Year Information

    By Jennifer D.,
    • 6 replies
    • 822 views

  32. State tax elected but not withheld

    By BG5150,
    • 3 replies
    • 822 views

  33. Age 55 72t exception to 10% early distribution penalty

    By Tom,
    • 1 reply
    • 821 views

  34. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 820 views

  35. QDRO mistake

    By Judith Morse,
    • 2 replies
    • 819 views

  36. Roth Distribution - Pro-Rata or Basis First

    By Vlad401k,
    • 1 reply
    • 819 views

  37. hardships tied to financial wellness program participation

    By K2retire,   
    • 5 replies
    • 817 views

  38. Maximum amount available for loan--what is a related plan

    By jkharvey,
    • 2 replies
    • 817 views

  39. loan for sole prop from rollover money

    By Guest dubya,
    • 0 replies
    • 816 views
    • Guest
    • Guest

  40. CAREST Act - RMD suspension

    By Jakyasar,
    • 2 replies
    • 815 views

  41. Loan of Deceased Participant - Can it be repaid by estate prior to the Beneficiary taking a distribution?

    By KMiller,
    • 4 replies
    • 813 views

  42. RMD from 401k with Roth and Traditional

    By Dougsbpc,
    • 3 replies
    • 812 views

  43. Loan to former participant who is now Union Employee

    By 52626,
    • 2 replies
    • 812 views

  44. RMDs by Jan. 1 not April?

    By Griswold,
    • 5 replies
    • 811 views

  45. RMDs after inherited IRA bene dies

    By Bird,
    • 4 replies
    • 811 views

  46. 1099-R reporting on QUALIFIED dist from designated Roth account

    By Belgarath,
    • 2 replies
    • 809 views

  47. RMD for Sole Proprietor Starting Business at Age 73?

    By CuseFan,
    • 4 replies
    • 809 views

  48. Distribution

    By pgold,
    • 4 replies
    • 809 views

  49. is an RMD to an active owner an "in service distribution"?

    By Lori H,
    • 1 reply
    • 808 views

  50. ROTH distributions out of the country

    By TPAMan,
    • 2 replies
    • 808 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept