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excess-accumulation penalty

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Financial Dictionary

Excess-Accumulation Penalty

The penalty a retirement account owner or the beneficiary of a retirement account must pay when he or she fails to distribute a minimum amount due for a year from the retirement account.

Investopedia Commentary

The failure to distribute this amount will result in the individual being subject to an excess accumulation penalty of 50 percent of the amount not distributed from the account. This amount is then owed to the IRS.

Related Links

Tough Times...Should You Disturb Your Qualified Plan's Assets?
Preparing for the RMD Season - Part 1
Preparing for the RMD Season - Part 2
Disclaiming Inherited Plan Assets

See also: 401K Plan, Individual Retirement Account - IRA, Internal Revenue Service - IRS, Pension Plan, Required Minimum Distribution - RMD, Roth IRA

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