Tag: plans
Qualified Distribution
What is a 'Qualified Distribution' Distributions made from a Roth IRA that are tax and penalty free. In order to be a...
Qualified Higher Education Expense
What is 'Qualified Higher Education Expense' Expenses such as tuition and tuition related expenses that an individual, spouse, or child must pay...
Qualified Savings Bond
What are Qualified Savings Bonds
Qualified savings bonds are a type of investment that can offer certain tax advantages for taxpayers who meet the eligibility...
Variable Benefit Plan
What is 'Variable Benefit Plan' A type of retirement plan in which the payout changes depending on how well the plan's investments...
Federal Employee Retirement System (FERS)
What is 'Federal Employee Retirement System - FERS' A system that became effective in 1987 and replaced the Civil Service Retirement System...
Fair Funds for Investors
What is 'Fair Funds for Investors' Provision introduced in 2002, under Section 308(a) of the Sarbanes-Oxley Act. Fair Funds for Investors was...
Target Risk Fund
What is 'Target Risk Fund' A fund that attempts to expose its investors to a specified amount of risk. The fund manager...
Term Life Insurance
DefinitionTerm life insurance or term assurance is life insurance that provides coverage at a fixed rate of payments for a limited period of time,...
Tax Bracket
DefinitionTax brackets are the divisions at which tax rates change in a progressive tax system. Essentially, they are the cutoff values for taxable income...
Target-Benefit Plan
DefinitionA target benefit plan is a type of pension plan that is similar to a defined contribution plan in that it involves fixed contributions,...