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Distributions - misc


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[Official Guidance] Text of 2019 Instructions for IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
[Guidance Overview] Technical Amendments Bill Would Change Taxation of Puerto Rico Retirement Plan Distributions
[Opinion] Actuaries Promote Actuarial Methods/Tools for Retirement Planning
Update on Hardship Distribution Regs
Splitting an IRA with a 72(t) Plan in Divorce Without Penalty
When Annuities Are a Better Deal for Women Than Men
Actuarial Observations on Retiree Income Approaches (PDF)
How Much Would People Take Out of Retirement Accounts If Left on Their Own?
Developing a Reasonable Spending Budget: Monte Carlo Modeling vs. the Actuarial Approach
How Do Retirees' Spending Patterns Change Over Time?
[Guidance Overview] IRS Changes 401(k) and 403(b) Hardship Withdrawal Rules
[Guidance Overview] IRS Finalizes Changes in Hardship Distribution Rules
Half of Retirees Afraid to Use Savings
[Guidance Overview] Final Hardship Regs Published: Administrative Compliance Required January 1, 2020
[Guidance Overview] IRS and Treasury Department Release Final Regs on Hardship Distributions
[Official Guidance] 2018 IRS Form 4972: Tax on Lump-Sum Distributions from Qualified Plans of Participants Born Before January 2, 1936 (PDF)
[Guidance Overview] IRS Finalizes Revised Hardship Regs
DOL Issues Final Regs on Hardship Distributions for 401(k) Plans
[Guidance Overview] Hardship Regs are Finally Final
IRS Issues Final Hardship Regs
How Savings and Retirement Benefit Distributions May Prudently Be Used to Make Charitable Gifts
Heirs Can Use NUA Tax Break for Inherited 401(k)s
[Opinion] Statement of Investment Company Institute to ERISA Advisory Council on Permissive Transfers of Uncashed Checks from ERISA Plans to State Unclaimed Property Funds (PDF)
[Guidance Overview] DOL Issues Final Prohibited Transaction Exemption for the Consolidation of Small Retirement Accounts When Workers Change Jobs
[Opinion] Statement of Pension Rights Center to ERISA Advisory Council on Permissive Transfers of Uncashed Checks from ERISA Plans to State Unclaimed Property Funds (PDF)
[Guidance Overview] An Uncashed Check is Taxable
Is $1 Million in Retirement Savings Enough?
IRS Addresses Tax and Reporting Consequences of Failure to Cash a Qualified Plan Distribution Check
[Official Guidance] Text of IRS Rev. Rul. 2019-19: Failure to Cash a Distribution Check from a Qualified Retirement Plan (PDF)
Can a Pre-Tax 401(k) Account Be Converted to a Roth Account?
Have an IRA or 401(k)? The New SECURE Act Will Change Your Estate Planning
Better Budgeting with 'Actuarial Budget Buckets'
[Opinion] Three Policy Ideas for Turning Individual Account Balances Into Retirement Security (PDF)
[Guidance Overview] IRS Issue Snapshot: Hardship Distributions from 401(k) Plans
Debt Close to Retirement and Its Implications for Retirement Well-Being
[Opinion] Establishing Dedicated Asset Reserves to Fund Different Types of Retirement Expenses
Segmenting Retirement Expenses Into Core vs. Adaptive Buckets
[Official Guidance] Text of IRS Proposed Regs: Withholding on Certain Distributions under Section 3405(a) and (b)
Forecasting Future Investment Returns
Crunching the Numbers on Pension Lump Sums, Part 2
Investing for Income in Retirement
Combining the IRA Rollover Rules for Surviving Spouses with the Separate Account Rules
Generating Income During Retirement
How to Manage Withdrawals When You Retire During a Bear Market
[Official Guidance] Text of 2018 IRS Publication 575: Pension and Annuity Income (PDF)
Winning the Retirement Game: Be Flexible and Have a Plan
[Guidance Overview] Implementing the New Hardship Withdrawal Regs
Hardship Distributions and Recent IRS Changes
'Gap Analysis' for IRA Beneficiaries
[Official Guidance] Text of 2018 Instructions for IRS Form 8915B: Qualified 2017 Disaster Retirement Plan Distributions and Repayments (PDF)
Actuarial Approach for Retiree Spending and Pension Funding Use the Same Basic Actuarial Principles
[Official Guidance] Text of 2018 IRS Publication 575: Pension and Annuity Income (PDF)
[Guidance Overview] IRS 401(k) Plan Fix-It Guide: Hardship Distributions Were Not Made Properly
[Official Guidance] Text of 2018 IRS Form 8915B: Qualified 2017 Disaster Retirement Plan Distributions and Repayments (PDF)
If You Aren't Separately Budgeting for Non-Recurring Expenses, You Probably Don't Have a Robust Retirement Spending Budget
[Guidance Overview] IRS Issues Proposed Regs Modifying Hardship Distribution Rules
[Guidance Overview] The 403(b) Hardship Distribution That's Not a Hardship Distribution Under the Proposed Regs
Decumulation Confusion
[Official Guidance] Text of 2018 IRS Publication 590-B: Distributions from IRAs (PDF)
[Guidance Overview] We're in a New York State of Distributions
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