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Fundamentals Series 13: Distributions

FIS Relius Education

Jan. 11, 2018
Recorded Online
Webcast

The ability to contribute Roth deferrals has become a more prevalent aspect of retirement planning in recent years. This presentation discusses the rules related to Roth contributions, and when Roth distributions will be tax-free and when they will not.

Deferred taxation is arguably the primary reason to establish a 401(k) plan. Maintaining tax deferral, however, is a complex matter. This presentation discusses when distributions are taxed and how they are reported to the participants and the IRS. It also covers the early penalty excise tax, rollover rules, the qualified joint and survivor rules and required minimum distributions.

  • Separate accounting
  • Roth deferrals
  • 5-year clock
  • Qualifying events
  • Taxation of Roth deferrals
  • Nonqualified Roth distribution
  • Proportionate distribution, principal and earnings
  • Introduction to
    • In-plan Roth rollovers
    • Required minimum distributions
    • Joint and survivor annuities
  • Early distribution penalty
  • Taxation of distributions
  • Rollovers

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