Sentences with phrase «qualified retirement plan through»

Contributions to a traditional IRA may or may not be deductible in the tax year made, depending on the owner's income tax filing status, adjusted gross income (AGI), and eligibility to participate in a tax - qualified retirement plan through employment.

HSAs may serve as a good option for higher income earners that max out their qualified retirement plans through work and are still looking for a tax deduction

The Index is investable as a collective investment fund for eligible qualified retirement plans through the NSCC Fund / SERV, and has a live track record that starts in 2014, back - tested to 1998.

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.

If the average Social Security retirement benefit sounds unimpressive, remember that Social Security is meant to supplement the money you've set aside for retirement — likely earned through a qualified retirement plan such as a 401 (k), individual retirement account or other tax - advantaged account.

This article assesses future retirees» ability to cover basic expenses throughout their retirement, given their present savings and projected savings through tax - qualified retirement plans, participation in defined benefit pension plans, and Social Security benefits.

We can help you get your retirement plan started early and show you your savings potential through options like Rollover IRAs **, which may have more attractive features than your former employer's qualified plan.

The distribution may also be eligible for transfer into a qualified retirement plan available through a new employer.

Some assets — such as life insurance policies, IRAs and other qualified retirement plans — are not handled through your will and require you to name a beneficiary.

b) Prior end - of - month balances for J.P.Morgan Securities LLC (JPMS) investment accounts, certain retirement plan investment balances (balances in Chase Money Purchase Pension and Profit Sharing plans do not qualify), JPMorgan Funds accounts, annuity products (annuities made available through Chase Insurance Agency, Inc. (CIA) and Chase Insurance Agency Services, Inc.) and personal trust accounts.

The beneficiaries of IRAs and qualified retirement plans will also receive their money without it going through probate.