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Distributions - misc


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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
Deferred Income Annuities Enhance Retirement Readiness (PDF)
Is the Partial Government Shutdown Affecting Your Benefit Plans?
New Insights Into Real-World Retirement Spending Behaviors (PDF)
[Official Guidance] Text of 2018 Instructions for IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
Expand Your Spending Categories in 2019 for Better Personal Retirement Budgeting and Planning
[Opinion] SPARK Comment Letter to IRS on Proposed Hardship Distribution Regs (PDF)
[Guidance Overview] IRS Issues Updated Eligible Rollover Distribution Notices
Assessing Economic Resources in Retirement: The Role of Irregular Withdrawals from Tax-Advantaged Retirement Accounts
Finding Your Tax Equilibrium Rate When Liquidating Retirement Accounts
Developing a 2019 Retiree Spending and Withdrawal Budget
[Official Guidance] Text of 2018 IRS Form 8915A: Qualified 2016 Disaster Retirement Plan Distributions and Repayments (PDF)
[Guidance Overview] IRS Issues Proposed Regs Amending Rules for Hardship Distributions
Retirement Plan Withdrawal Trends
[Official Guidance] Text of IRS Publication 939: General Rule for Pensions and Annuities (PDF)
Reasons Why the Smoothed Actuarial Budget Benchmark is Superior to IRS RMD for Developing Spending Budgets
Why Now Might Be the Time to Eliminate a Hardship Distribution Provision
Making Charitable Donations of Stock Instead of Cash After Tax Reform
[Guidance Overview] Proposed Amendments to the Hardship Distribution Regs (PDF)
Tips to Maximize the Tax Savings of Your QCDs and RMDs
Better Budgeting with an Actuarial Approach
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