Tag: qualified
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)
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...