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Retirement Planning
Chapter 11: Pension Plan Distributions/REPAYMENT OF PLAN LOANS (2 OF 2)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 11: Pension Plan Distributions

REPAYMENT OF PLAN LOANS (2 OF 2)

01.Core Concepts

• Failure to repay the loan as prescri bed will cause the value of the loan to be treated as a taxable distribution. • Possibly subject to the 10% early distribution penalty • Termination from employment generally causes entire loan to become due. • Loan is repaid with after-tax dollars.