Distributions and Loans, Other than QDROs

4,055 topics in this forum

1. Hardship Dist, SSDI... Just want to verify rules

   By Basically, Tuesday at 02:10 PM
   • 1 reply
   • 100 views
   • 
   • C. B. Zeller
   • Tuesday at 02:49 PM

2. loans not allowed to per diem employees?

   By AlbanyConsultant, Friday at 05:21 PM
   • 6 replies
   • 483 views
   • 
   • EMoney
   • Monday at 08:14 PM

3. retirement disbursement option change

   By Teri, April 3
   • 5 replies
   • 294 views
   • 
   • Teri
   • April 5

4. Distribution Didn't Happen - probably an easy answer

   By RestAssured, March 28
   • 5 replies
   • 384 views
   • 
   • Lou S.
   • March 28

5. Interesr

   By moho, March 26
   • 3 replies
   • 229 views
   • 
   • Belgarath
   • March 26

6. Should the plan’s administrator reverse the loan default?

   By Peter Gulia, March 19
   • 3 replies
   • 475 views
   • 
   • Paul I
   • March 20

7. Continuing RMDs after participant death?

   By RayRay, March 18
   • 6 replies
   • 520 views
   • 
   • Appleby
   • March 24

8. Whose responsibility for 1099?

   By BG5150, March 8
   • 3 replies
   • 565 views
   • 
   • Paul I
   • March 8

9. 2024 Required Minimum Distributions - Roth Only

   By R Griffith, March 7
   • 3 replies
   • 262 views
   • 
   • Appleby
   • March 15

10. Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

    By Belgarath, March 5
    • 2 replies
    • 180 views
    • 
    • Belgarath
    • March 7

11. residential loan refinance to get a lower interest rate

    By AlbanyConsultant, March 5
    • 2 replies
    • 178 views
    • 
    • AlbanyConsultant
    • March 6

12. Rollover Dist: Non-Roth to Roth

    By Basically, March 4
    • 5 replies
    • 273 views
    • 
    • Basically
    • March 6

13. Increased RMD age not adopted by DB plan

    By WCC, February 29
    • 2 replies
    • 247 views
    • 
    • CuseFan
    • March 4

14. Cash out for terminated employee

    By Egold, February 16
    • 3 replies
    • 319 views
    • 
    • david rigby
    • February 16

15. 401k refund for prior yr, 1099-R & taxable year

    By TPApril, February 14
    • 1 reply
    • 166 views
    • 
    • Bri
    • February 14

16. In Service Distribution Upon Retirement Age

    By Basically, February 14
    • 4 replies
    • 428 views
    • 
    • Lou S.
    • February 14

17. QPSA Lump Sum Payment to Nonresident Alien

    By RTK, February 13
    • 0 replies
    • 115 views
    • 
    • RTK
    • February 13

18. Spousal waiver when there is a Marital Settlement Agreement

    By Bird, February 9
    • 10 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 13

19. Loan repayment with ACH

    By ejohnke, February 9
    • 3 replies
    • 479 views
    • 
    • Ilene Ferenczy
    • February 12

20. 1099-R mega backdoor Roth

    By Santo Gold, February 9
    • 3 replies
    • 541 views
    • 
    • CuseFan
    • February 9

21. Hardship Distribution - Primary Residence

    By FishOn, February 7
    • 3 replies
    • 388 views
    • 
    • justanotheradmin
    • February 7

22. Perjury for CARES distribution

    By justanotheradmin, February 7
    • 4 replies
    • 759 views
    • 
    • Peter Gulia
    • February 8

23. Cashing loan check immediately after firing

    By rblum50, February 6
    • 9 replies
    • 604 views
    • 
    • Bird
    • February 8

24. Can a distribution method be changed after payment has started?

    By Lucky32, January 25
    • 1 reply
    • 287 views
    • 
    • CuseFan
    • January 26

25. Tax on cash Distribution

    By Egold, January 25
    • 3 replies
    • 292 views
    • 
    • Bill Presson
    • January 25