Grab the Money and Run? Retirement Plan Loans and Harship Distributions

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DISCLAIMER

ARCHIVED SEMINARS ARE FOR VIEWING PURPOSES ONLY.

THE SEMINAR CONTENT IS NO LONGER CURRENT AND DOES NOT QUALIFY FOR ANY CONTINUING EDUCATION CREDIT.

ARCHIVE DATE: DECEMBER 2015

The IRS Tax Exempt and Government Entities' Employee Plans division presented this seminar at the 2013 IRS Nationwide Tax Forum, and the information was correct at the time of recording.

Learn about the tax rules governing loans and early distributions from retirement plans and IRAs, including: limits on loan amounts; rules for getting a hardship distribution; early distributions from IRAs; additional taxes you may incur; and what to do when loans do not go as planned.

To view this archived seminar, click below