Sentences with phrase «qualified retirement plans available»

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

Not exact matches

The flexibility of being able to withdraw monthly income from a 401 (k) plan or another qualified retirement plan, and then have additional principal available if needed, may far outweigh guaranteed lifetime income, he explained.

In addition to the disability and retirement benefits available to Traditional Pension and Combined plan members, their survivors may qualify for benefits if the member dies before age and service retirement or while receiving a disability benefit.

A 401 (k) is a qualified employer - sponsored retirement plan that's available only if your employer chooses to offer it.

MFS investment products are also available on many of the largest defined contribution retirement platforms for inclusion in qualified retirement plans, including 401 (k) plans.

Even those who do not have an actual job can qualify for the guaranteed personal loan because this loan is available to people who rely on benefits from Social Security Retirement, Social Security Disability, Supplemental Security Income (SSI), railroad retirement and other retirement plans, as well as those whose income is derived from child support, alimony, or palimony.

Exchange - traded fund (ETF) investment strategist iSectors LLC says its Post-MPT Growth Allocation product is now available as a collective investment fund (CIF) for tax - qualified, employer - sponsored defined contribution (DC) retirement plans.

For instance, to avoid a mandatory Federal income tax withholding, investors with a qualified retirement plan such as a 401 (k) should make sure that a «direct» rollover option is available before consolidating.

Retirement Saver's Credit — This credit is available to lower and middle - income earners who make contributions to a qualified retirement plan.

Funds are available for investment by eligible qualified retirement plan trusts only.

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.

These are just five of the most common retirement plans available, and most can be opened at any bank, brokerage house, or other qualified financial institution.

A qualified and experienced financial advisor / planner can be of great help in developing a sound retirement plan for the individual, keeping in mind his / her unique circumstances so that he / she can have the maximum possible funds available during retirement years.