Distributions and Loans, Other than QDROs

3,696 topics in this forum

1. RMD information was not provided

   By Jakyasar, 10 hours ago
   • 2 replies
   • 23 views
   • 
   • Jakyasar
   • 9 hours ago

2. Incarcerated Beneficiaries

   By JustMe, 13 hours ago
   • 8 replies
   • 58 views
   • 
   • Larry Starr
   • 9 hours ago

3. CARES RMD waiver - optional? 1 2

   By AlbanyConsultant, April 2
   • 27 replies
   • 690 views
   • 
   • DPL
   • 14 hours ago

4. Can A CRD Be Directly Rolled Over To A Roth IRA? 1 2

   By mming, May 27
   • 48 replies
   • 988 views
   • 
   • Luke Bailey
   • July 7

5. COVID DIstribution Repayment

   By TN CPA, July 6
   • 1 reply
   • 131 views
   • 
   • RatherBeGolfing
   • July 6

6. Cancel Plan Loan, call it COVID Dist?

   By K-t-F, July 2
   • 5 replies
   • 177 views
   • 
   • Luke Bailey
   • July 2

7. CV loan extenstion/reamortization

   By Bird, June 19
   • 16 replies
   • 402 views
   • 
   • Mike Preston
   • July 1

8. Another Plan Term Question... loan repayment

   By K-t-F, July 1
   • 1 reply
   • 157 views
   • 
   • Belgarath
   • July 1

9. Notice 2020-51 and Roth

   By Gruegen, June 29
   • 1 reply
   • 107 views
   • 
   • Belgarath
   • July 1

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

    By Jakyasar, June 30
    • 6 replies
    • 116 views
    • 
    • Jakyasar
    • July 1

11. COVID Distributions - Designations and Withholding

    By D.J. Simonetti, June 30
    • 1 reply
    • 143 views
    • 
    • C. B. Zeller
    • June 30

12. Plan Term... non COVID related... 10% excise?

    By K-t-F, June 30
    • 2 replies
    • 110 views
    • 
    • K-t-F
    • June 30

13. Mandatory Cash Out Amount - $1,000 limit

    By Vlad401k, June 26
    • 11 replies
    • 331 views
    • 
    • BG5150
    • June 29

14. Pooled funds distributions

    By Belgarath, June 22
    • 1 reply
    • 113 views
    • 
    • Bill Presson
    • June 23

15. COVID-related Distribution

    By RestAssured, June 17
    • 5 replies
    • 283 views
    • 
    • Peter Gulia
    • June 22

16. Control group

    By scsfam, June 22
    • 2 replies
    • 134 views
    • 
    • Larry Starr
    • June 22

17. RMD for Spousal Beneficiary

    By Catch22PGM, June 19
    • 1 reply
    • 216 views
    • 
    • Luke Bailey
    • June 19

18. RMD Rollover under CARES

    By Gruegen, June 15
    • 2 replies
    • 171 views
    • 
    • Gruegen
    • June 19

19. removal of automatic force-out: cutback?

    By AlbanyConsultant, June 2
    • 8 replies
    • 281 views
    • 
    • AlbanyConsultant
    • June 18

20. Correct Distribution Code for Loan Offset Due to Disability

    By Vlad401k, June 12
    • 2 replies
    • 178 views
    • 
    • C. B. Zeller
    • June 12

21. Cares Act $100,000 Distribution Limit

    By Vlad401k, June 10
    • 5 replies
    • 274 views
    • 
    • Luke Bailey
    • June 12

22. January 2020 RMD Distribution

    By Gilmore, June 9
    • 22 replies
    • 292 views
    • 
    • Luke Bailey
    • June 11

23. CARES Act distribution

    By Will J, June 8
    • 8 replies
    • 409 views
    • 
    • Larry Starr
    • June 11

24. Roth Disability Distribution

    By Vlad401k, June 5
    • 1 reply
    • 187 views
    • 
    • Luke Bailey
    • June 8

25. CARES Act - Coronavirus distribution allowable from Money Purchase plan?

    By Belgarath, March 31
    • 5 replies
    • 590 views
    • 
    • Mike Preston
    • June 5