Category: Q

Definition A Qualified Widow or Widower is a tax filing status in the United States that allows a surviving spouse to maintain the same tax

Definition A Qualifying Investment refers to a financial instrument, asset, or security that meets specific criteria for eligibility within a particular tax incentivized investment program,

Definition A Qualified Terminable Interest Property (QTIP) Trust is a type of legal arrangement providing financial benefits to a surviving spouse while preserving the estate’s

Definition A qualifying event, in the context of finance, refers to a situation or a life event that allows an individual to make changes to

Definition A Qualified Trust is a type of trust fund that meets specific legal requirements and guidelines, enabling it to receive favorable tax treatment. Usually

Definition Qualifying ratios are calculations used by lenders to assess a borrower’s creditworthiness for a loan or mortgage. They typically include the debt-to-income ratio (DTI)

Definition Qualified Production Activities Income (QPAI) is a financial metric used to calculate the domestic production activities deduction under Section 199 of the US Internal

Definition A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows homeowners to transfer their primary or secondary residence into an irrevocable

Definition A Qualified Retirement Plan is a government-approved retirement savings program that provides employees with tax incentives for contributing to their retirement funds. These plans

Definition The Qualified Special Representative Agreement (QSR) is a financial term referring to an arrangement between two broker-dealers that allows for the bilateral offset and