Tax-Qualified Plan financial definition of Tax-Qualified Plan. Tax-Qualified Plan finance term by the Free Online Dictionary.

Qualified Plan

An annuity that one buys along with one's employer. That is, the annuitant and his/her employer both make tax-deferred contributions to the plan for a certain period, with withdrawals coming upon retirement. If the annuitant begins withdrawals before a certain age, withdrawal penalties apply. One may continue to make contributions until a certain age, usually around 65.

qualified plan

An employer-sponsored tax-deferred employee benefit plan that meets the standards of the Internal Revenue Code of 1954 and that qualifies for favorable tax treatment. Contributions by an employer and an employee accumulate without being taxed until payouts are made at the employee's retirement or termination.

Qualified Retirement Plan (Qualified Plan)

What Does Qualified Retirement Plan (Qualified Plan) Mean?

A plan that meets the requirements of the Internal Revenue Code and as a result is eligible to receive certain tax benefits. These plans must be for the exclusive benefit of retirees or employees or their beneficiaries.

Investopedia explains Qualified Retirement Plan (Qualified Plan)

Two types of qualified plans are defined—benefit and defined— contribution plans. Some examples of defined-contribution plans are 401(k) plans, money-purchase pension plans, and profit-sharing plans.

Related Terms:
• Defined-Benefit Plan
• Defined-Contribution Plan
• Individual Retirement Account—IRA
• Roth IRA
• Tax Deferred

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401(k) Plan annuity Direct Rollover Keogh Plan Nondiscrimination Rule Nonqualified Annuity Nonqualified Plan Nonqualifying Annuity Qualified Plan or Trust Qualified Retirement Plan Qualifying Annuity Required Minimum Distribution Rollover IRA Vesting	There is no additional tax-deferral benefit for contracts purchased in an IRA or other tax-qualified plan. Lincoln Financial Group Launches Annuity Payout Option on its Lincoln ... by PR Newswire As Robertson is a case of first impression in Florida, the authors believe it addresses an issue of great importance, potentially affecting thousands of nonspouse beneficiaries of IRAs and other types of tax-qualified plans or accounts in Florida. The Robertson case: a beneficiary by any other name is still a ... by Lynch, Kristen M.; Griffin, Linda Suzzanne / Florida Bar Journal Employer plans are tax-qualified plans described in IRC Sec. Distribution relief: new law suspends certain RMDs for 2009 by Josephs, Stuart R. / California CPA	Tax-Deferred Annuity Tax-Deferred Contribution tax-deferred exchange Tax-Deferred Income Tax-Deferred Retirement Plan Tax-Deferred Retirement Plans Tax-Efficient Fund Tax-Efficient Funds Tax-Equivalent Income Tax-Equivalent Yield Tax-Exempt Bond Tax-Exempt Commercial Paper Tax-Exempt Income Tax-Exempt Income Fund Tax-Exempt Interest Tax-Exempt Money Market Fund Tax-Exempt Property Tax-Exempt Sector Tax-Exempt Security tax-free exchange Tax-Free Income Tax-Free Investment Tax-Loss Selling Tax-Managed Mutual Fund Tax-neutrality Tax-Qualified Plan Tax-Sheltered Annuity Tax-Sheltered Income Tax-Timing Option Taxa de cambio Taxa de cambio de equilibrio Taxa de cambio efetiva Taxa de inflacao Taxa de juro do cupom Taxa de juros Taxa de redesconto Taxa dos fundos federais Taxa interbancaria Taxa interna de retorno Taxable Acquisition Taxable Bond Taxable Equivalent Yield Taxable Estate Taxable Event Taxable Gain taxable income Taxable Municipal Bond Taxable Person Taxable Security Taxable Transaction Taxable U.S. Domestic Corporation	Tax-Free Incomes Tax-Free Investment Tax-Free Investments Tax-Free Money Market Fund Tax-Free Money Market Funds Tax-Free Money Mutual Fund Tax-Free Money Mutual Funds Tax-Free Savings Account Tax-Free Savings Plan Tax-haven Tax-haven Tax-haven Tax-inclusive Tax-inclusive Tax-inclusive Tax-inclusive tax-increase tax-loss selling tax-managed mutual fund Tax-Managed Mutual Funds Tax-neutrality Tax-paid Tax-paid Tax-paid Tax-paid Tax-Qualified Tax-Qualified Tax-Qualified Tax-Qualified Tax-Qualified Pension Plans Tax-Qualified Plan Tax-Qualified Plans Tax-Qualifying Plan Tax-Qualifying Plans Tax-Related Stress Syndrome Tax-Responsible Payment Processing Firm Tax-Responsive Element 1 tax-sheltered tax-sheltered tax-sheltered Tax-Sheltered Annuities Tax-sheltered annuity Tax-sheltered annuity Tax-sheltered annuity tax-sheltered income Tax-Sheltered Incomes Tax-timing option Tax-Timing Options taxa taxa taxa taxa Taxa de cambio Taxa de cambio de equilibrio Taxa de cambio efetiva Taxa de inflacao Taxa de juro do cupom Taxa de juros Taxa de Localizaplo, Instalapgo e Funcionamento Taxa de redesconto Taxa dos fundos federais

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401(k) Plan
annuity
Direct Rollover
Keogh Plan
Nondiscrimination Rule
Nonqualified Annuity
Nonqualified Plan
Nonqualifying Annuity
Qualified Plan or Trust
Qualified Retirement Plan
Qualifying Annuity
Required Minimum Distribution
Rollover IRA
Vesting

There is no additional tax-deferral benefit for contracts purchased in an IRA or other tax-qualified plan.

Lincoln Financial Group Launches Annuity Payout Option on its Lincoln ... by PR Newswire

As Robertson is a case of first impression in Florida, the authors believe it addresses an issue of great importance, potentially affecting thousands of nonspouse beneficiaries of IRAs and other types of tax-qualified plans or accounts in Florida.

The Robertson case: a beneficiary by any other name is still a ... by Lynch, Kristen M.; Griffin, Linda Suzzanne / Florida Bar Journal

Employer plans are tax-qualified plans described in IRC Sec.

Distribution relief: new law suspends certain RMDs for 2009 by Josephs, Stuart R. / California CPA

Tax-Deferred Annuity

Tax-Deferred Contribution

tax-deferred exchange

Tax-Deferred Income

Tax-Deferred Retirement Plan

Tax-Deferred Retirement Plans

Tax-Efficient Fund

Tax-Efficient Funds

Tax-Equivalent Income