Distributions

Distributions Commentaries

Date	Subject	Title
05/20/11	457(b)	457(b) Emergency Dist. Guidance
03/25/11	RMD Timing	RMD Prior to Full Distribution
01/25/11	Roth Conversion	In-Plan Roth Rollover Rules for 2011
01/25/11	Tax Withholding	Electronic Payment of Tax Withholding
01/07/11	IRA Donation	Charitable Donation to IRA Revived
12/08/10	Notice 2010-84	Roth In-Plan Rollover Guidance
10/15/10	Reporting	Form 1099 Series Penalty Increased
10/15/10	Roth Conversion	Roth Within Plan Conversion Issues
10/01/10	Roth Conversion	In-Plan Roth Conversion Law Change
04/16/10	Chart	Premature Distribution Penalties
03/19/10	Early Withdrawal	10% Penalty Exception at Age 55
03/11/10	Roth Conversion	Roth Conversion Benefits
02/25/10	Roth Conversion	Roth IRA Conversion Tips
02/05/10	Roth Conversion	Roth Conversion 1099-R Reporting
10/09/09	IRS Guidance	402(f) Model Notice Issued by IRS
08/21/09	Chart	Eligible Rollover Distribution Chart
06/05/09	Roth Conversion	Roth 401(k) Rollover to Roth IRA
05/22/08	QOSA	QOSA Plan Amendment
04/25/08	QOSA	Q - Acronyms: QOSA
04/25/08	In-Service	In-Service Distributions
08/06/04	Example	After-tax IRA Example
07/23/04	401(k)	Successor Plan Rules
02/09/07	Compensation	Plan Compensation and Disability
01/19/07	IRS Guidance	IRS Distribution Guidance 2007-7
04/13/06	Federal Tax	Tax W/H on Qualified Plan Distributions
03/23/06	Definition	What is Net Unrealized Apprecation?
12/29/05	After-Tax Reporting	Nondeductible IRA/Qualified Plan After-Tax Reporting
05/26/05	Definitions	10% Penalty & Disability Definition

Distributions FAQs

Date	Subject
08/07/09	Nonspouse Beneficiary Tax Withholding
03/23/06	Net Unrealized Appreciation (NUA)

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