Sentences with phrase «at nonqualified»

Let's look at nonqualified plans first.

Not exact matches

Nonqualified dividends, however, are taxed at the higher ordinary income tax rates.

In addition to capital gains distributions, fund distributions may include nonqualified ordinary dividends (taxed at ordinary income tax rates), qualified dividends (taxed at rates applicable to long - term capital gains if holding period and other requirements are met), exempt - interest dividends (not subject to regular federal income tax) and nondividend, or return of capital, distributions, which are not subject to current tax.

As to shares you sell at the time of exercise, the tax consequences are essentially the same as for the exercise of a nonqualified option.

Your nonqualified stock option gives you the right to buy stock at a specified price.

The principal portion of rollovers, qualified withdrawals within three years of establishing the account, and nonqualified withdrawals from this plan are subject to Montana tax at the highest Montana marginal rate to the extent of prior Montana tax deductions, but only after removal of non-deducted contributions.

Nonqualified dividends are taxed like short - term capital gains at the investor's ordinary income tax rate.

This category includes qualified dividends that may be taxed at lower rates, as well as nonqualified dividends.

Check with your employer for information on any investment restrictions associated with your 401 (k), 401 (a), 403 (b), or 457 savings plan, or nonqualified deferred compensation plan at work.

Though law firm management generally shifted away from such plans in the 1990s, one in five firms still has a nonqualified retirement plan that provides benefits upon withdrawal, says James Cotterman, a principal at legal consultancy firm Altman Weil in Orlando, Fla., citing a recent survey of 145 law firms.