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Distributions - misc

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Unraveling Retirement Strategies: Variable Spending from a Volatile Portfolio
[Guidance Overview] Bipartisan Budget Act of 2018 Brings Changes for Retirement Plans
[Guidance Overview] Congress Eases Restrictions on Hardship Withdrawals
New Tax Law Creates Uncertainty for Some Hardship Distributions
Budget Bill Affects Retirement Plans and Retirees -- Plan Amendments Expected
[Guidance Overview] Impact of Recent Legislation on 401(k) Hardship Withdrawals
[Guidance Overview] Liberalized Hardship Withdrawals and California Wildfire Relief in Budget Act
Should Increasing Your Investment Risk Increase Your Current Spending Budget?
[Official Guidance] Text of IRS Notice 2018-14: Guidance on Withholding Rules (PDF)
[Official Guidance] Text of 2017 IRS Publication 721: Tax Guide to U.S. Civil Service Retirement Benefits (PDF)
Stanford Center for Longevity Proposes New Strategy for Retirement Income
[Official Guidance] IRS FAQs on Recharacterization of Roth Rollovers and Conversions
How to 'Pensionize' Any IRA or 401(k) Plan (PDF)
House Approves Retirement Plan Tax Relief for California Wildfire Victims
It's Time to Perform Your Annual Actuarial Valuation
IRAs, SEPs, SIMPLEs and Qualified Charitable Distributions
Navigating Pension and Annuity Payments: General Rule and Taxation Guidelines
Recreate the Certainty of a Pension in a 401(k) World
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

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