BROWSE

53 Results for Tag: qualified

Health Savings Account (HSA)

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 under high-deductible health plan

Health Reimbursement Account (HRA)

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 incurr

Hardship Withdrawal

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

In-Service Withdrawal

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, such as reaching

Incentive Stock Option (ISO)

Incentive Stock Option (ISO) What is an 'Incentive Stock Option - ISO' An incentive stock option (ISO) is a type of employee stock option with a tax benefit, when you exercise, of not havi

Mandatory Convertible

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

Ability To Repay

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 used in the Explaining 'Ability To

Savings Bond Plan

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 I bonds, through payroll deductions. Money is

Qualified Professional Asset Manager (QPAM)

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

Qualifying Annuity

Qualifying Annuity What is 'Qualifying Annuity' This type of annuity is similar to any other, except that it has been approved by the IRS for use within a Qualfied Retirement Plan or IRA.
1 2 3 6