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QUESTION 73 Lee, a single individual, turned 70 on November 13, 20x2. The fair market value of his 4010) plan was $400,000, according to the

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QUESTION 73 Lee, a single individual, turned 70 on November 13, 20x2. The fair market value of his 4010) plan was $400,000, according to the Uniform Life Table, for ages 70, 71, and $385,000 on January 1, 20x2, January 1, 20x3, and January 1, 20x4, respectively. The factors and 72 are 27.4, 26.5, and 25.6, respectively. What is the amount of Lee's initial required minimum distribution? $14,528. O $14,599. $15,510 $16,038. QUESTION 74 Robin began taking required minimum distributions from her profit sharing plan in several years ago. Last year, Robin died after suffering a heart attack. She did not have a named beneficiary for her profit sharing plan. Which of the following statements is false? ORobin's estate may take a full distribution of the profit sharing plan's assets in the year of her death. O In the year of Robin's death the minimum required distribution will be equal to the minimum required distribution had Robin not died. O Robin's estate must take a distribution of the profit sharing plan account balance by the end of the fifth year after Robin's death. The required minimum distribution for years subsequent to Robin's death will be calculated utilizing the factor according to Robin's age reduced by one in each succeeding year. QUESTION 75 Samantha, who is 54 years old, has been a participant in the LDR 401(k) plan for many years. She wants to take a distribution to pay for her niece to go to college, which is permitted by the plan. The plan permits pre-tax contributions and after-tax contributions. The plan has not been amended to offer a Roth account. Samantha contributed $100,000 in pre-tax salary deferrls and $50,000 in after-tax contributions. The total value of her 401(k) plan is $250,000. If she takes a distribtion of $20,000, then which of the following is correct? The entire distribution is ordinary income, but not subject to the early withdrawal penalty. $4,000 will be treated as a return of basis and she will have an early withdrawal penalty of $1,600 $13,333 of the distribution is treated as ordinary income and she will have a penalty of $2,000. $13,333 of the distribution is treated as ordinary income and she will have a penalty of $1,333

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