Save time with our cheat sheets, fact sheets, checklists & books!

Qualified plan

A retirement savings plan provided by an employer, that satisfies benefits and account requirements. Examples include 401(k)s and pension plans.

401(a) Plan

A 401(a) plan is a qualified retirement plan. The term “401(a) plan” is often used because that is the section of the Internal Revenue Code

Read More »

Custodian

Definition The definition of custodian depends on the responsibility of the financial institution.   To make the necessary distinction between the different roles they play for

Read More »

Qualified annuity plan

Definition A qualified retirement plan that is invested in annuities. Often referred to as a ‘an annuity plan described in IRC § 403(a), Referring Cite IRC

Read More »

Be among the first to know when

IRA Rules
Change