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Qualified annuity plan
Qualified Charitable Distribution (QCD)
Qualified Disclaimer
Qualified distribution- Education Savings Account (ESA )
Qualified distribution- Roth 401(k)
Qualified distribution- Roth IRA
Qualified domestic relations order (QDRO)
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Featured Definitions
ACATS (Automated Customer Account Transfer Service )
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Nonperiodic payment ( nonperiodic distribution)
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Excess deferral
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Retirement News
July 2017 SEPP/72(t) / Applicable Federal Rates
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June 2017 SEPP/72(t) / Applicable Federal Rates
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Who Contributes to Individual Retirement Accounts- CRR Brief
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May 2017 SEPP/72(t) / Applicable Federal Rates
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IRS Extends 60-Day Rollover Deadline: PLR No. 201709023
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