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Posted by studiocenter on Dec 1, 2016

Rules and Taxation of 401(k) Plan Distributions

  • Rollover vs. Cash Distribution
  • Mandatory Federal Tax Withholding
  • 10% Premature Distribution Penalty
  • Retirement and Termination
  • Disability Benefits
  • Death Benefits
  • Required Minimum Distributions
  • Hardship Distributions
  • IRS Special Tax Notice and Reporting
  • Summary
  • 2017 IRS Annual Limits

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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