Distributions and Loans, Other than QDROs

4,166 topics in this forum

1. QPSA Lump Sum Payment to Nonresident Alien

   By RTK, February 13, 2024
   • 0 replies
   • 377 views
   • 
   • RTK
   • February 13, 2024

2. Loan repayments in 2021 (not related to CARES Act)

   By TPApril, February 26, 2021
   • 2 replies
   • 376 views
   • 
   • C. B. Zeller
   • February 26, 2021

3. Death Claim and Spousal Assumption/Rollover

   By JOH, December 11, 2020
   • 0 replies
   • 374 views
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   • JOH
   • December 11, 2020

4. Spousal Beneficiary RMD- adjustment for new tables?

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

5. Getting rid of a retirement plan’s lifetime-income investments

   By Peter Gulia, November 15, 2022
   • 1 reply
   • 358 views
   • 
   • Peter Gulia
   • November 16, 2022

6. Covid loan re-finance

   By Pam Shoup, December 28, 2021
   • 1 reply
   • 357 views
   • 
   • Dave Baker
   • January 3, 2022

7. Cares Act - Repayment

   By Scuba 401, September 17, 2021
   • 0 replies
   • 340 views
   • 
   • Scuba 401
   • September 17, 2021

8. Uncompleted Rollover

   By BTG, September 9, 2021
   • 0 replies
   • 332 views
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   • BTG
   • September 9, 2021

9. Uncashed Distribution Checks

   By fmsinc, August 20, 2019
   • 0 replies
   • 320 views
   • 
   • fmsinc
   • August 20, 2019

10. Taxation of Annuities

    By ERISAAPPLE, January 26, 2019
    • 0 replies
    • 316 views
    • 
    • ERISAAPPLE
    • January 26, 2019

11. Switch tables?

    By thepensionmaven, February 23, 2023
    • 1 reply
    • 311 views
    • 
    • R Griffith
    • March 6, 2023

12. 401k plan beneficiary RMD

    By Santo Gold, April 14, 2022
    • 0 replies
    • 281 views
    • 
    • Santo Gold
    • April 14, 2022

13. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson, August 24, 2020
    • 0 replies
    • 273 views
    • 
    • Cindy Anderson
    • August 24, 2020

14. 2020 Covid Withdrawal Issue

    By 401kAllTheWay, January 11, 2023
    • 0 replies
    • 268 views
    • 
    • 401kAllTheWay
    • January 11, 2023

15. Commercial Locator Services

    By Tom Veal, Thursday at 06:36 PM
    • 2 replies
    • 243 views
    • 
    • Lou S.
    • Thursday at 09:20 PM

16. Voluntary After Tax Contribution... Distribution

    By Basically, October 29
    • 2 replies
    • 239 views
    • 
    • Basically
    • October 30
17. Marital portion of pension

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)