Sentences with phrase «part of your qualified retirement plan»

Income from annuities that are provided as part of a qualified retirement plan isn't treated as investment income for this purpose, though, so it escapes the added 3.8 % tax.

Not exact matches

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Members of the part - time legislature must serve a minimum of 10 years to qualify for the state's retirement benefits, including a lucrative health plan.

401 (k) Plan: A qualified corporate retirement plan in which the employee can take part of his or her compensation in the form of contributions to the pPlan: A qualified corporate retirement plan in which the employee can take part of his or her compensation in the form of contributions to the pplan in which the employee can take part of his or her compensation in the form of contributions to the planplan.

Second, if an annuity is part of funding a qualified retirement plan, it may be deemed a qualified annuity contract offering certain tax advantages.

As part of a solid financial plan it's always a good idea to talk to a qualified financial advisor or life insurance professional who can help you determine the best life insurance plan to meet your retirement and estate planning needs.

Second, if an annuity is part of funding a qualified retirement plan, it may be deemed a qualified annuity contract offering certain tax advantages.

Family law practitioners are familiar with the Retirement Equity Act of 1984 («REA»), which allows the non-employee spouse to receive part of the employee spouse's retirement plan interest pursuant to a Qualified Domestic Relations Order («QDRO»).