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Retirement Planning
Chapter 11: Pension Plan Distributions/REPAYMENT OF PLAN LOANS (1 OF 2)
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Chapter Study Session

Chapter 11: Pension Plan Distributions

REPAYMENT OF PLAN LOANS (1 OF 2)

01.Core Concepts

• F ive years • Up to 30 years if loan proceeds used to purchase principal residence • Substantially level amortization of the loan is required over its term • Payments must be at least quarterly • Plan sponsors often apply additional rules and requirements