• Business
  • Crypto
  • Investing
  • Lifestyle
  • Money
  • Glossary
    • A
    • B
    • C
    • D
    • E
Search
Sign in
Welcome! Log into your account
Forgot your password? Get help
Password recovery
Recover your password
A password will be e-mailed to you.
Finance Reference
Quotes by TradingView
  • Business
    • Six Signs You Need to Hire Professionals to Do Your Taxes This Year
      How to Establish a New Small Business from Scratch
      The Impact of Artificial Intelligence on Social Media Marketing
      What Is The Importance Of Web Design For Your Business?
      3 Factors That Make Your Company Vulnerable to Financial Fraud
  • Crypto
    • Crypto Market Indexes: Your Ticket to Making Money Through Crypto
      10 Benefits Of Using Crypto Debit Cards
      Everything You Need to Know About Metamask
      Anti-Money Laundering Best Practices for Crypto Firms
      You Should Invest in Bitcoin and Here’s Why
  • Investing
    • What Makes a Successful Real Estate Transaction?
      Investing vs. Online Gambling: What’s The Difference?
      Comparing Stock Market Performance vs. Real Estate Investments Through History
      How to Fast Track a Retirement Plan in Your Middle-Age
      How Much of Your IRA Should Be in Precious Metals
  • Lifestyle
    • How to Choose an Affordable Health Care Plan
      Interesting Facts about Bet9ja
      The Pros and Cons of Anti-Obesity Medication for Weight Loss
      Is It Worth Extending Your Car Warranty? 12/14
      List Of All Vegetables That Dogs Can Eat
  • Money
    • Efficient Funding Opportunities for New and Old Social Businesses
      10 of the Best Funding Sources For Medical Offices In 2023
      Invoice-to-Pay: Automate Your Invoice Payment Cycle
      How To Take Care Of Home Budget During The Winter?
      8 Ways to Improve Your Personal Finances
  • Glossary
    • Overhead Ratio
      What Is an Overhead Ratio?
      Non-Executive Director
      Non-Executive Director: Roles and Responsibilities
      Mothballing
      What is Mothballing & When Should You Do It?
      Night Depository
      What is a Night Depository?
      Pooled Funds
      Exploring the Benefits and Risks of Pooled Funds: A Comprehensive Guide
      AllABCDE
  • Glossary
  • Q

Qualified Distribution

By
rjonesx
-

What is a ‘Qualified Distribution’

Distributions made from a Roth IRA that are tax and penalty free. In order to be a qualified distribution, the following two requirements must be met:

1) It must occur at least five years after the Roth IRA owner established and funded his/her first Roth IRA

2) At least one of the following requirements must be met:

a) The Roth IRA holder must be at least age 59.5 when the distribution occurs.
b) Distributed assets limited to $10,000 are used towards the purchase or rebuilding of a first
home for the Roth IRA holder or a qualified family member.
c) The distribution occurs after the Roth IRA holder becomes disabled.
d) The assets are distributed to the beneficiary of the Roth IRA holder after his/her death.

Explaining ‘Qualified Distribution’

Distributions that do not meet the above criteria are considered non-qualified and may be subject to income tax and early distribution penalties.

Further Reading

  • An empirical comparison of published replication research in accounting, economics, finance, management, and marketing – www.sciencedirect.com [PDF]
  • Reactions of the Spanish capital market to qualified audit reports – www.tandfonline.com [PDF]
  • Qualified Audit Opinion Analysis [J] – en.cnki.com.cn [PDF]
  • Testing for nonlinear unit roots in the presence of a structural break with an application to the qualified PPP during the 1997 Asian financial crisis – onlinelibrary.wiley.com [PDF]
  • A stochastic dominance analysis of the issuance of qualified opinions – search.proquest.com [PDF]
  • Qualified audit reports and costly contracting – link.springer.com [PDF]
  • The economics of small business finance: The roles of private equity and debt markets in the financial growth cycle – www.sciencedirect.com [PDF]
  • Using experimental economics to measure social capital and predict financial decisions – www.aeaweb.org [PDF]
Previous articleQualified Savings Bond
Next articleQualified Electric Vehicle
rjonesx

RELATED ARTICLESMORE FROM AUTHOR

Overhead Ratio

What Is an Overhead Ratio?

Non-Executive Director

Non-Executive Director: Roles and Responsibilities

Mothballing

What is Mothballing & When Should You Do It?

EDITOR PICKS

Joint Supply

Quarter (Q1, Q2, Q3, Q4)

Per Stirpes vs Per Capita

Earnings Before Tax (EBT Formula)

Should I invest in additional life coverage?

Obsolete Inventory

Latest

Six Signs You Need to Hire Professionals to Do Your Taxes This Year

How to Establish a New Small Business from Scratch

What Makes a Successful Real Estate Transaction?

Investing vs. Online Gambling: What’s The Difference?

Comparing Stock Market Performance vs. Real Estate Investments Through History

How to Choose an Affordable Health Care Plan

  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • X
  • Y
  • Z
  • About
  • Accessibility
  • Privacy
  • Sitemap