Tag: qualified

Qualified and Non Qualified Annuities

Understanding Qualified vs Non-Qualified Annuities

Annuities are financial products that provide a steady stream of income during retirement. These products are becoming increasingly popular as more people look for...

Health Savings Account (HSA)

What is a 'Health Savings Account - HSA' A Health Savings Account (HSA) is an account created for individuals who are covered...

Health Reimbursement Account (HRA)

What is a 'Health Reimbursement Account - HRA' A health reimbursement account (HRA) consists of employer-funded plans that reimburse employees for incurred...

Hardship Withdrawal

What is 'Hardship Withdrawal' An emergency withdrawal from a retirement plan that may be subject to certain tax or account penalties. In...

In-Service Withdrawal

What is 'In-Service Withdrawal' A withdrawal made from a qualified plan account before the holder experiences a triggering event. A triggering event,...
Incentive Stock Options (ISOs)

Incentive Stock Options (ISOs)

What are incentive stock options (ISOs)? Incentive stock options (ISOs) are a type of employee stock option that offers certain tax advantages. ISOs are only...

Mandatory Convertible

What is a 'Mandatory Convertible' A mandatory convertible is a type of convertible bond that has a required conversion or redemption feature....

Ability To Repay

What is 'Ability To Repay' An individual's financial capacity to make good on a debt. Specifically, the phrase "ability to repay" was...

Savings Bond Plan

What is 'Savings Bond Plan' A program that allows employees to purchase U.S. savings bonds, such as the Series EE and Series...

Qualified Professional Asset Manager (QPAM)

What is 'Qualified Professional Asset Manager - QPAM' A registered investment advisor/manager. The criteria for qualifying as a QPAM are defined by...

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