Category: Q

Definition The Qualified Pre-Retirement Survivor Annuity (QPSA) is a financial term referring to a specific type of annuity payment provided by pension plans to the

Definition A Qualified Reservist is a member of the United States military reserve forces who has been called to active duty or ordered to such

Definition A Qualified Mortgage (QM) is a home loan category defined by federal regulations and designed to offer more lending security and stability. Established under

Definition A Qualified Longevity Annuity Contract (QLAC) is a type of deferred income annuity specifically designed to reduce required minimum distributions (RMDs) from retirement accounts

Definition A Qualified Professional Asset Manager (QPAM) refers to a specific designation for investment managers that enables them to manage assets held by ERISA-protected retirement

Definition A qualified opinion is a statement given by an auditor or accountant that indicates potential concerns or limitations regarding the accuracy or completeness of

Definition A Qualified Disclaimer is a legal declaration made by a beneficiary rejecting their interest in an inherited asset, allowing it to be passed on

Definition A qualified dividend is a type of dividend payment that has been subjected to the lower capital gains tax rate, which is typically 0%,

Definition Qualified Domestic Institutional Investor (QDII) is a financial term referring to an investment scheme that allows domestic financial institutions in a country to invest

Definition Qualified Automatic Contribution Arrangements (QACAs) are a type of automatic enrollment feature in certain retirement plans, such as 401(k) and 403(b) plans, designed to