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14 Results for Tag: qualify

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

Accredited Investor

DefinitionAn accredited or sophisticated investor is an investor with a special status under financial regulation laws. The definition of an accredited investor, and the consequences of bein

Qualified Widow Or Widower

Qualified Widow Or Widower What is 'Qualified Widow Or Widower' The least common of the five types of tax filing status each taxpayer must select from when preparing their personal tax ret

Qualified Charitable Organization

Qualified Charitable Organization What is 'Qualified Charitable Organization' A nonprofit organization that qualifies for tax-exempt status according to the U.S. Treasury. Qualified charit

Qualified Eligible Participant (QEP)

Qualified Eligible Participant (QEP) What is 'Qualified Eligible Participant - QEP' An individual who meets requirements to trade in different investment funds, such as futures and hedge f

Qualified Reservist

Qualified Reservist What is 'Qualified Reservist ' A member of the military reserve who is not actively serving but may be called to duty and who is eligible to make an early withdrawal f

Qualified Terminable Interest Property (QTIP) Trust

Qualified Terminable Interest Property (QTIP) Trust What is a 'Qualified Terminable Interest Property (QTIP) Trust' A qualified terminable interest property (QTIP) trust is a type of trust

Qualified Higher Education Expense

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 to an el

Qualified Savings Bond

Qualified Savings Bond What is 'Qualified Savings Bond' Refers to a series EE savings bond which has been issued after December 1989 and purchased by an individual at least 24 years of age

Federal Direct Student Loan Program (FDSLP)

Federal Direct Student Loan Program (FDSLP) What is 'Federal Direct Loan Program ' A program that provides low-interest loans to postsecondary students and their parents. The William D. Fo
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