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Retirement Planning
Chapter 11: Pension Plan Distributions/LOAN SUMMARY FOR FAILURE TO REPAY LOAN ON
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 11: Pension Plan Distributions

LOAN SUMMARY FOR FAILURE TO REPAY LOAN ON

01.Core Concepts

TERMINATION OF EMPLOYMENT • Outstanding loans from qualified plans at termination: • Deemed distribution treatment • Offset treatment • The 2017 TCJA increased the time for a rollover of a plan loan offset from 60 days to the due date of the return including extensions, effective after 2017.