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Distributions - misc

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Qualified Plan Beneficiary Rules, Part 3
Why IRA Holders Need to Scrutinize IRS Form 5498
Tax Reform: Comparison of Current Law with House-Passed and Senate-Passed Versions (PDF)
Senate Approves Tax Reform with Differences from House Version (PDF)
Spending in Retirement ... or Not?
Modeling Deviations from Assumed Future Experience
[Guidance Overview] Puerto Rico Treasury Department Issues Post-Hurricane Rules for Qualified Retirement Plan and IRA Distributions and Loans
New Tax Reform Bill: Major Changes to Executive Compensation Lead Impact on Benefits and Compensation Practices (PDF)
[Opinion] Common Misperceptions About Using the Actuarial Approach for Personal Financial Planning
Structuring Your Retirement Portfolio for Your Income Needs
Bob Kaufman Retires After 20 Years of Writing Railroad Retirement Benefits Q&A Column
Spousal Rollover Rules for Inherited Roth and Traditional IRAs
Workers Want Lifetime Income But Aren't Sure How to Get It
Five Important Ages for Retirement Planning
Over a Quarter of Seniors Say Retirement Is Worse Than Expected
Funding Your Retirement
[Guidance Overview] New Law Provides Additional Relief for Hurricane Victims (PDF)
A Tax-Advantaged Way to Distribute Employer Stock from Retirement Plans
[Guidance Overview] Hurricane Legislation Grants Retirement Plan Relief
Better Budgeting with the IRS RMD Table?
[Official Guidance] Text of 2017 IRS Form 4972: Tax on Lump-Sum Distributions (PDF)
[Discussion] Actuarial Adjustment of QPSA Benefit Due to Missed Payments
[Official Guidance] Text of Federal Retirement Thrift Investment Board Announcement Relaxing Hardship Withdrawal Rules to Help Victims of Hurricane Irma (PDF)
[Guidance Overview] Hardship and Loan Relief Extended to Hurricane Irma, Along with Relief for Single Employer DB Plans
[Guidance Overview] Retirement Plan-Related Relief for Victims of Hurricane Irma
[Official Guidance] Text of IRS Announcement 2017-13: Relief for Victims of Hurricane Irma (PDF)
IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation: 2015 Update of the EBRI IRA Database (PDF)
[Discussion] When Do the Restrictions of Treas. Reg. 1.401(a)(4)-5 Apply?
Replace the Stretch IRA?
[Discussion] Amount Available for Hardship Distribution Following a Loan
[Discussion] Different Distribution Options for Differently Invested Money?
[Discussion] 10-Year Period Certain Annuity But Both the Participant and the Beneficiary Have Died
[Guidance Overview] Retirement Plan Relief for Hurricane Harvey
[Discussion] How to Move Money from Employer's Old 457(b) Plan to Employer's New 457(b) Plan?
[Official Guidance] Text of IRS Announcement 2017-11: Retirement Plans Can Make Loans, Hardship Distributions to Victims of Hurricane Harvey (PDF)
[Official Guidance] IRS Publication 1220: Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G for Tax Year 2017 (PDF)
[Discussion] ROBS and Bankruptcy
[Discussion] Terminating Plan with Unresponsive Beneficiary
Are You Overestimating Your Future Retirement Spending Needs?
[Discussion] Money Purchase Merger Into 401(k): Segregation of Investments Required?
Transferring IRA Money to a Health Savings Account
Close Is Not Enough When It Comes to the 10% Penalty
Key Rules for Non-Spouse Beneficiaries
Hardship Distributions: Source Documents vs. Documentation of Self-Certification by Participants
Leaving an IRA to Charity
Income for Life: Using Deferred Income Annuities in Retirement
The Trusteed IRA vs. Using a Trust as IRA Beneficiary
Budgeting to Meet Your Spending Goals in Retirement vs. Cobbling Together Sources of 'Lifetime Income'
401(k) Rollovers: To Roth or Not to Roth?
Are We Ready to Provide Annuities and Other Drawdown Solutions from DC Plans?
[Guidance Overview] The Hardship of Administering 401(k) Plan Hardship Withdrawals
[Discussion] Hardship Distribution for Home Purchase, Then Deal Falls Through
Retirement Income Strategies for Next Bear Market
[Guidance Overview] 401(k) Hardship Distributions: Do They Have to Be So Hard?
[Opinion] What's an Appropriate Discount Rate for Personal Financial Planning?
Discount Rates for Social Security or Pension Decisions
[Official Guidance] Text of IRS Chief Counsel Memo 2017-18: Rollover of IRA Distributions from Failed Financial Institution (PDF)
Catch 22 Situations With Retirement Plan Distributions
How ETFs Might Help Retirees Better Manage Distributions
Retirement Calculators: Three Good Options

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