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Distributions - misc

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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
New Hardship Rules, Other Statutory Changes Reflected in Newly Proposed 401(k) Regulations
[Guidance Overview] IRS Proposes Regs on Hardship Withdrawals
[Guidance Overview] IRS Issues Much Anticipated Hardship Guidance
How Much Cash Should Retirees Have on Hand?
DOL Guidance Addresses Fiduciary Status and Fees Under Program Facilitating Portability of Automatic Rollovers
[Guidance Overview] DOL RCH Advisory Opinion Illustrates the Difficulties Inherent to Bulk IRA/Auto Portability Programs
DOL Proposes Prohibited Transaction Exemption Allowing Vendor's Automatic Account Transfers
[Guidance Overview] IRS (Finally) Answers Questions About 2019 Hardship Distributions
Creating Retirement Paychecks from a Volatile Portfolio
A Better Nest-Egg-to-Lifetime-Income Translator
How to Effectively Take Early IRA Distributions Without Penalty
Tax-Efficient Charitable Giving of Savings or Retirement Benefits
Approaching the Decumulation Phase of Retirement (PDF)
[Guidance Overview] IRS Updates Guidance on Safe Harbor Notices for Eligible Rollover Distributions
[Guidance Overview] IRS Updates Required Tax Notice to Address Plan Loan Offsets and Other Law Changes
How to Figure Out What You Can Safely Withdraw in Retirement
[Official Guidance] 2018 IRS Form 4972: Tax on Lump-Sum Distributions from Qualified Plans of Participants Born Before January 2, 1936 (PDF)
[Official Guidance] Draft 2019 Form 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)
Retirees: Use Online IRS Withholding Calculator to Avoid Unexpected Taxes on Pensions
Am I Too Old to Convert My IRA to a Roth IRA?
[Guidance Overview] Puerto Rico Treasury Department Extends Period to Make Hurricane-Related Retirement Plan Distributions
Handling Taxed Uncashed Retirement Checks: The Common Practice and the Better Practice (PDF)
How to Increase Your Current Retirement Spending Budget Under the Actuarial Approach
There Are No Guarantees If You Self-Insure Your Retirement
The Pro Rata Formula and Inherited IRAs
[Official Guidance] Text of IRS Instructions for 2018 Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (PDF)
Hardship Withdrawals After the Bipartisan Budget Act of 2018
How to Deal with Improper Roth Contributions
IRS Confirms that Safe Harbor Hardship Distributions Cannot Be Taken for Repayment of Student Loans
[Guidance Overview] 401(k) Plan Sponsors: Time to Revisit Your Hardship Withdrawal Provisions
Most Retirees Only Withdrawing Required Minimum Distribution
Three Misleading IRS Forms
Expressing Projected Accumulated Savings as Lifetime Retirement Income
Lump Sums Are Most Common Payment Option for Participants in Defined Contribution Retirement Plans
Some Risks Can't Be Modeled
How Living Longer Will Impact Your Retirement
[Opinion] The Actuarial Approach to Retirement Spending
The 4% Withdrawal Rate: Is It Still the Rule of Thumb?
The Search for Certainty in the Uncertain World of Personal Retirement Financing
Retirees Get a 401(k) Withdrawal Headache
How Six Types of Retirement Income Are Taxed
Asset Decumulation or Asset Preservation: What Guides Retirement Spending? (PDF)
Do Stochastic Models Necessarily Do a Better Job of Helping You Determine How Much You Can Safely Spend This Year?
Tax Cut and Jobs Act Loosens Certain Restrictions on Hardship Distributions from 401(k) and 403(b) Plans (PDF)
[Guidance Overview] February Federal Budget Deal Revisits Previously Proposed Changes to Qualified Retirement Plan Rules
[Guidance Overview] Draft Instructions for 2017 IRS Form 8915A: Qualified 2016 Disaster Retirement Plan Distributions and Repayments (PDF)
Simplify Your Retirement with These Money Tips
How to Generate Retirement Cash Flow by Rebalancing
[Guidance Overview] Budget Act Includes Hardship and Other Retirement Plan Relief
Developing a Sustainable Spending Plan vs. Using a Systematic Withdrawal Plan
How to Avoid Penalties on Unpaid 401(k) Loans
Save More for Retirement? Nah, I'll Just Work Longer
Where Do IRAs Fit in Your Retirement Distribution Plan?
[Official Guidance] Text of 2017 IRS Form 8915A: Qualified 2016 Disaster Retirement Plan Distributions and Repayments (PDF)
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