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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,204 topics in this forum

  1. Length of loan > NRD

    By Guest KarenLS,
    • 1 reply
    • 1.9k views

  2. Resuming MRD after termination

    By Dawn Hafner,
    • 1 reply
    • 1.8k views

  3. Minimum distributions- is the default election to defer MRD if no elec

    By Guest William Lehman,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  4. Withholding on non-5% owners

    By pbarrett,
    • 1 reply
    • 1.8k views

  5. RMD With an IRA and a 401(k) Account

    By Guest MFuentes,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  6. RMD started with no election, can method now change?

    By John A,
    • 5 replies
    • 3.1k views
    • Guest
    • Guest

  7. TEFRA 242(b)(2) Election and Rollovers

    By KJohnson,
    • 3 replies
    • 3.3k views

  8. Participant elects rollover but dies b4 payment; plan's beneficiary de

    By EGB,
    • 7 replies
    • 2.1k views

  9. DEATH OF 100% OWNER PARTICIPANT

    By Guest GENE,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  10. Can the beneficiary (the spouse) get Net Unrealized Appreciation tax t

    By Guest jason,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  11. Taxation of non-periodic payments after the Annuity Start Date

    By Guest Bob Collins,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  12. Interest rate charged on loans

    By Guest Sara H,
    • 3 replies
    • 1.9k views

  13. Convert from PC to LLC

    By eilano,
    • 1 reply
    • 2.3k views

  14. When reporting defaulted loans to the IRS do you include interest to t

    By Guest Donna Lee,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  15. Post-Secondary Education

    By Guest slt,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  16. If a participant in a 401(k) plan terminates at age 60 with an account

    By Guest TWR,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  17. Distribution to 401(k) participant who will terminate employment and b

    By John A,
    • 1 reply
    • 3k views

  18. Beneficiaries for Survivor Annuities

    By Guest wwest,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  19. Participant divorces but does not take ex-spouse off of beneficiary de

    By JWK,
    • 3 replies
    • 1.9k views
    • JWK
    • JWK

  20. Loan to HCE

    By SMB,
    • 0 replies
    • 1.7k views
    • SMB
    • SMB

  21. Beneficiaries when change from QPSA to QJSA

    By Guest wwest,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  22. Qualified Preretirement Survivor: 2nd Spouse

    By Guest wwest,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  24. Reporting Hardship Distribution on 1099-R after 12/31/99

    By Guest ralar,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  25. Loans when going from S Corp to C Corp

    By Guest Tamra,
    • 1 reply
    • 1.8k views

  26. Stoppng payroll deduction loan repayment

    By Guest,
    • 5 replies
    • 2.2k views

  27. Withholding on Distributions to Nonresident Aliens

    By chris,
    • 5 replies
    • 2.7k views
    • Guest
    • Guest

  28. Hardship distribution for 2nd residence

    By Guest SAG,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  29. Loans from Retirement Plans and State Laws

    By Guest DennisT,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  30. loan and hardship at same time

    By Guest mam,
    • 6 replies
    • 2.3k views

  31. Incarcerated Beneficiary - Help!

    By Guest cdevald,
    • 4 replies
    • 8.7k views

  32. Eligible Rollovers or Plan to Plan Transfers to a Governmental Plan?

    By Guest slt,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  33. 1099 for "make up" MRD

    By KJohnson,
    • 0 replies
    • 1.7k views

  34. Distributions less than $200

    By John A,
    • 0 replies
    • 1.8k views

  35. 70 1/2 distributions

    By Guest MaryLou,
    • 3 replies
    • 1.9k views
    • Alf
    • Alf

  36. Spousal consent, cash-out limit, DC plan sources

    By John A,
    • 7 replies
    • 2.4k views

  37. Converting loan under old rules to loan under current rules?

    By John A,
    • 0 replies
    • 1.5k views

  38. Spousal Consent for Loans

    By Lynn Campbell,
    • 2 replies
    • 1.7k views

  39. Offset loans in M/P

    By Ervin Barham,
    • 0 replies
    • 1.6k views

  40. Correcting an old defaulted loan

    By John A,
    • 1 reply
    • 1.7k views

  41. If a participant has a portion of his balance that was deposited on hi

    By Guest Patrick J. De Craene,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  42. MRD notice

    By Guest Alison Putnam,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  43. Distribution of employer stock and 10-year averaging

    By Guest Steve Palmer,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  44. Any problems with a take-now-or-wait provision?

    By John A,
    • 2 replies
    • 1.6k views

  45. Mandatory withholding correction

    By Guest ANNEBV,
    • 5 replies
    • 2.9k views

  46. RBD for 70 1/2 Distribution

    By Guest Phil L,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  47. 1099 For Beneficiary That's Foreign National

    By Guest MFuentes,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  48. 70 1/2 MRD-Communication to Participants - Samples

    By Guest Laura Heinrich,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  49. Should employer revalue?

    By John A,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  50. Distribution Fees

    By Guest gpg,
    • 3 replies
    • 2k views
    • Guest
    • Guest
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