Sentences with phrase «within qualified plans»

Not exact matches

To keep your plan qualified under 16b - 3, make certain it is administered by a company director who has not received stock on a discretionary basis within the past 12 months.

Examples include provisions that allow immediate expensing or accelerated depreciation of certain capital investments, and others that allow taxpayers to defer their tax liability, such as the deferral of recognition of income on contributions to and income accrued within qualified retirement plans.

Caution: Taxable income from an IRA or retirement plan is taxed at ordinary income tax rates even if the funds represent long - term capital gain or qualifying dividends from stock held within the plan.

According to a recent report by the DN's Frank Lombardi, Perkins ran a PR (personal record, in running - speak) of 3:17:29 in last year's marathon, which I believe is well within the new range of qualifying times organizers plan to start implementing.

Amgen said it plans to make the treatment available to qualifying patients within a week.

Under the current law money withdrawn from the plan must be used for qualifying higher education expenses within the same tax year.

The new group, an outgrowth of a plan from the Eli and Edythe Broad Foundation, has identified 16 charters, 8 magnets and 4 traditional schools within the district that have more than 75 percent of students qualifying for free and reduced - price meals and more than 60 percent of students who meet or exceed standards for English Language Arts.

The secret is simple: sign up for a qualifying student loan repayment plan, and your loan will be forgiven at the end of the plan (within 10 - 25 years).

An option available within some employer - sponsored qualified plans that allows for Roth tax treatment of employee contributions.

Assets within all 529 plans grow tax - free, and all qualified distributions are tax - free.

If you decide to go with a longevity annuity and plan to buy it within a 401 (k), IRA or similar retirement account, make sure you go with one that meets the new Treasury Dept. regulations and has been designated a QLAC, or Qualified Longevity Annuity Contract.

If your income increases to the point where you no longer qualify for a reduced income based plan, your payment will return to the standard 10 - year payment amount and you will have to repay the loan at the higher payment amount, within the IBR program.

To qualify for the Homebuyers plan, the property must be your principal residence within 1 year from the date of the purchase of the property.

In response to these struggles and the decline of employer pension plans, the government has made significant advances to its retirement policy and tax code that allow for the purchase of annuities within qualified retirement plans.

The GIC Bonus Rate Offer is available for 1 - year Non-Redeemable and 1 - year Redeemable Guaranteed Investment Certificates that are issued in respect of deposits made in Canadian dollars for an amount between $ 1,000 CAD and $ 500,000 CAD; not held in any registered plan, such as Registered Retirement Savings Plan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by such persplan, such as Registered Retirement Savings Plan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by such persPlan, RRIF or Tax Free Savings Account, and issued to one or more individuals who qualify for the HSBC RBWM Newcomers Program under s. 2 within 6 months of the opening of any sole or joint Eligible Account held or closed by such persons.

If you plan to retire within 18 months before you turn age 65, COBRA insurance through your employer may cover you until you qualify for Medicare.

A Qualified Retirement Plan Rollover occurs when an individual takes personal possession and responsibility of his IRA assets and does NOT do an IRA Transfer within 60 days.

However, if HUD is going to apply a new and costly insurance charge to borrowers within the FHASecure plan, then from the Department's perspective it makes sense to define as many borrowers as possible as being within the FHASecure effort because more dollars will go to HUD and the most - risky borrowers — borrowers who would previously have qualified for an FHA refinance — will be denied funding.

If you plan on buying a longevity annuity within a 401 (k), IRA or similar account, you'll want to be sure the longevity meets Treasury Department guidelines and is designated as a QLAC, or Qualified Longevity Annuity Contract.

If you need to withdraw from a class, or if there is a refund of funds for qualified higher education expenses, you may redeposit funds to your 529 plan within 60 days without penalty.

The term «qualified education loan» shall not include any indebtedness owed to a person who is related (within the meaning of section 267 (b) or 707 (b)(1)-RRB- to the taxpayer or to any person by reason of a loan under any qualified employer plan (as defined in section 72 (p)(4)-RRB- or under any contract referred to in section 72 (p)(5).

So, while I can't recommend either way, I will conclude by strongly suggesting that if you plan to buy a home within the next year, do not open any new accounts, as you'll want your scores to be as high as possible to qualify for the best mortgage rates.

Similarly, businesses can qualify for streamlined trust - fund (payroll tax) repayment plans, as long as they pay off the balance within 24 months or by the CSED (whichever comes first).

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.

This is especially important in the context of evaluating more comprehensive tax reform proposals that contemplate taxing income sources that are not included in narrower measures (e.g., proposals to tax some or all employer contributions to health insurance or to reduce the amount of tax - free income earned within qualified retirement plans by placing tighter limits on contributions).

Rochester Homes sells its product through a network of independent builders, qualified dealerships and planned home communities within the states of Illinois, Indiana, Michigan, Ohio and Wisconsin.

According to the Insights paper, «Offering income options (e.g., lifetime annuities, qualifying longevity annuity contracts (QLACs)-RRB-, either within or outside of the organization's retirement plan, can help employees feel comfortable that they will be able to retire when they want.»

The reason they don't flow into the Tax - Qualified sheets is because after a few years, you won't be allowed to contribute that much money into them (every type of tax - qualified plan has annual contribution maximums, and you'll usually exceed these within a feQualified sheets is because after a few years, you won't be allowed to contribute that much money into them (every type of tax - qualified plan has annual contribution maximums, and you'll usually exceed these within a fequalified plan has annual contribution maximums, and you'll usually exceed these within a few years).

A tax - free reinvestment of a distribution from a qualified retirement plan into a IRA or other qualified plan within a specific time frame, usually 60 days.

A companion fare code will be credited to your Alaska Airlines Mileage Plan account within the first 2 billing cycles after qualifying.

In order to qualify for coverage for pre-existing medical conditions, the plan must be bought prior to or within 24 hours of the final trip payment, travelers must be medically able to travel at the time the plan is purchased and all prepaid trip costs that are subject to cancellation penalties or restrictions must be insured.

If you purchase our Premium plan you can qualify for coverage for pre-existing medical conditions, as long as the travel protection plan is purchased prior to or within 24 hours of your final trip payment, you are medically able to travel at the time the plan is purchased, and all prepaid trip costs that are subject to cancellation penalties or restrictions have been insured.

this card is ideal if you plan to transfer your entire balance within the first 60 days, as you do not need to have excellent credit to qualify.

A compensation plan that is well - conceived and skillfully implemented should: (1) enhance the ability of the lawyers to provide a high quality of legal work; (2) reward extraordinary performance in terms of business developers, over-achievers (production and collection) rising «young stars» and lawyer managers (legal and administrative); (3) promote an atmosphere conducive to client service; (4) attract and retain qualified lawyers; (5) encourage efficiency through division of skills and utilization of the expertise within the firm; and (6) improve the economics of the practice.

If you do not qualify for Legal Aid, I am prepared to offer you a payment plan within your financial means.

You may still qualify for either the Modified or Graded Plan, but the applicant must also be within the height and weight guidelines.

Also, to qualify for this benefit, the insurance must be purchased within a set amount of time from the initial trip deposit date, normally 14 - 30 days, depending on the plan.

However, if you qualify for the pre-existing medical condition waiver by enrolling in a Custom Travel Secure plan within 21 days of the initial trip deposit, are medically fit at the time of purchase and there is an unforeseen worsening and / or new event occurring after the effective date of your plan, you may be eligible to receive benefits if you incur a covered loss related to your pre-existing condition.

80 + travelers qualify for pre-existing waiver (purchase plan within 21 days of initial deposit).

Early purchase of this plan qualifies travelers for the pre-existing medical condition waiver (purchase within 15 days of initial trip deposit).

If you don't sign your baby up for health insurance within 30 days — by adding them to your existing plan, changing your plan with your existing carrier, or shopping for a new plan — you could face a penalty for not having health insurance and will pay for medical costs out of pocket, with one caveat: giving birth qualifies you for a Special Enrollment Period under the Affordable Care Act.

Some who qualify for the assigned risk plan may qualify for lower rates if within the previous 36 months, all licensed drivers in the household have had no accidents other than those in which a Pennsylvania car insurance company paid no more than $ 1,150 in claims; received no more than three moving violation «points»; had no driver's license suspensions or revocations; and have been licensed drivers for at least three years.

With The Hartford's plan, you must also not have any moving violations on your driving record within the last three years to qualify.

If you purchase our Premium plan you can qualify for coverage for pre-existing medical conditions, as long as the travel protection plan is purchased prior to or within 24 hours of your final trip payment, you are medically able to travel at the time the plan is purchased, and all prepaid trip costs that are subject to cancellation penalties or restrictions have been insured.

* most plans must be purchased within a certain time limit in order to qualify for a pre-existing medical condition waiver

To qualify for CFAR, the plan must be purchased within 15 days of the initial trip deposit date, and insure 100 % of the total trip costs.

People who have individual market coverage in force on the day before their new individual market plan is to take effect would not be subject to the six - month waiting period, even if they had a gap in coverage during the prior year (for example, a person who enrolls during open enrollment, subject to a six - month waiting period, and then experiences a qualifying event soon after the new plan takes effect, would be able to switch to a new plan during the ensuing special enrollment period with no waiting period, even if her previous gap in coverage was still within the last 12 months).

In order to qualify for coverage for pre-existing medical conditions, the plan must be bought prior to or within 24 hours of the final trip payment, travelers must be medically able to travel at the time the plan is purchased and all prepaid trip costs that are subject to cancellation penalties or restrictions must be insured.

* You can qualify for pre-existing medication conditions coverage as long as the travel protection plan is purchased prior to or within 24 hours of your final trip payment, you are medically able to travel at the time the plan is purchased and all prepaid trip costs that are subject to cancellation penalties or restrictions have been insured.

It is found in the employer group plan, where in a new employee must in given period of time, often times it is within three months before a person can be qualified for health care benefits.