Finance Questions » US Federal Finance

Equity Participation Plans (TDEPP)

admin — Mon, 22 Dec 2008 03:57:53 +0000

How are Non-Qualified Tax-Deferred Equity Participation Plan (TDEPP) benefits taxed? Some employers require that certain employees who receive bonuses have part of their bonus placed into a nonqualified tax deferred plan, called the Tax Deferred Equity Participation Plan. The portion of the bonus placed into the plan is in the form of the company stock [...]

Equity Participation Plans (TDEPP) is a post from: Finance Questions

Exempt Mutual Funds

admin — Thu, 08 May 2008 21:46:53 +0000

How do mutual fund shareholders determine the amount of income that is from state tax-exempt government securities? Interest from certain government and agency securities may be passed through to mutual funds shareholders and thus qualify for state income tax exemption. The exempt portion of the income distribution is equal to the percentage of mutual fund [...]

Exempt Mutual Funds is a post from: Finance Questions

Government Security

admin — Tue, 15 Apr 2008 14:44:06 +0000

What government securities interest is usually exempt from state taxes? Government securities interest or Interest income from "direct obligations" of the Federal Government and certain agency obligations is exempt from income taxation in all states (but, it is taxable at the federal level). The government securities interest on the following popular obligations is generally exempt [...]

Government Security is a post from: Finance Questions

Medical Savings Account (MSA)

admin — Fri, 22 Feb 2008 03:25:19 +0000

What are the basics of Archer Medical Savings Account (MSA) Self-employed individuals covered under a high-deductible health plan and employees of "small employers" (on average no more than 50 employees during either of the two preceding calendar years) can: a) deduct contributions b) exclude from income employer contributions, c) accumulate tax-deferred income and d) receive [...]

Medical Savings Account (MSA) is a post from: Finance Questions