tax-deferred annuity (redirected fromTax-sheltered annuity) Thesaurus Financial tax′-deferred` annu′ity n. an annuity that enables one to purchase an insurance product that will earn interest, with the tax obligation deferred until withdrawals begin, usu. at retirement. ...
It also notes the programs under the 403 (b) plan which include the right of employers to purchase for their eligible employees annuity contracts, or establish custodial accounts invested only in mutual funds for the purpose of providing retirement income. Moreover, it recounts on the benefits ...
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Focuses on the competition between insurance companies and financial institutions for clients needing tax sheltered annuity (TSA) plans called 403(b). Popu... C Chris Lau - Best's Review / Life-Health Insurance Edition 被引量: 0发表: 1996年 Questions and Answers Explaining the New Tax Rules...
Annuity plan, Tax-sheltered annuity plan (section 403(b) plan), or Governmental deferred compensation plan (section 457 plan). You are allowed to convert all or part of the account. Prior to 2010, there was an income limit on converting directly to a Roth IRA from any account, but that...
In addition, the lawyers practicing in the employee benefits area structure all types of employee benefits, including qualified defined benefit and defined contribution plans; ESOPs; and 401(k) and 403(b) tax-sheltered annuity and cafeteria plans. The group’s lawyers also design incentive and no...
The maximum annual elective deferral per individual in 2001 in a qualified cash or deferred arrangement (CODA) (IRC section 401(k)), tax-sheltered annuity (section 403(b)) or simplified employee pension (SEP) plan (section 408(k)) is $10,500 (indexed annually for inflation). The 2001 ...
Any such contributions deemed to be Elective Contributions shall be subject to the requirements of Sections 4.2(b) and 4.2(c) and shall further be required to satisfy the discrimination requirements of Regulation 1.401(k)-1(b)(5), the provisions of which are specifically incorporated herein by...
A tax-shelteredannuity(TSA), or403(b) plan, is a type of investment vehicle that lets an employee makepretaxcontributions into a retirement account from income. Because the contributions are pretax, theInternal Revenue Service (IRS)does not tax the contributions and related benefits until the ...
A 403(b) plan, also known as a Tax-Sheltered Annuity (TSA) plan, is a retirement plan that allows certain types of employees to save for retirement by contributing to these individual accounts. What Is a 403(b) Tax-Sheltered Annuity Plan?