401K
Qualified distribution- Roth IRA
Definition A distribution from a Roth IRA that satisfies certain requirements, resulting in the distribution being tax-free and penalty free. Distributions that are non-qualified may
Distributions
Amounts withdrawn from IRAs , 401(k)s and other tax-deferred retirement accounts.
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Qualified distribution- Education Savings Account (ESA )
Definition A distribution from an education savings account (ESA) that is used to pay for qualified education expenses at an eligible education institution. Generally, qualified
Qualified domestic relations order (QDRO)
Definition A qualified domestic relations order (QDRO) means a domestic relations order (DRO) which creates or recognizes the existence of an alternate payee’s right to
Qualified Disclaimer
Definition A written document, wherein the beneficiary irrevocably refuses to accept assets they would otherwise inherit. The disclaimer must meet the following requirements in order
