A type of investment that does not meet the qualification criteria for either a tax exempt or a tax deferred status. Typically these investments are made with after tax dollars into the account. Thus, the returns on these types of accounts will be taxed annually.
Related information about non-qualifying investment:
- Non-Qualifying Investment Definition | Investopedia
An investment that does not qualify for any level of tax-deferred or tax-exempt status. Investments of this sort are made with after-tax money. They are purchased ...
- Qualifying Investment Definition | Investopedia
Non-Qualifying Investment. An investment ... Hypothecation. When a person ... Pass-Through Rate. The rate on a ... Articles Of Interest. Explaining Types Of ...
- What is non-qualifying investment? definition and meaning
Definition of non-qualifying investment: A type of investment that does not meet the qualification criteria for either a tax exempt or a tax deferred status. Typically ...
- IRA Savings Calculator for Tax Deferred Comparison
Helps you to forecast the growth of an Individual Retirement Account and then to compare those tax-deferred results to a non-qualifying investment. This online ...
- SEC Adopts Final Rules Implementing Dodd-Frank's Investment
Jul 15, 2011 ... For example, if a fund makes an investment in a non-qualifying investment that is equal to 5 percent of its capital commitments, and, on the date ...
- SEC Adopts Rule Defining “Venture Capital Fund” - Willkie Farr ...
Jul 5, 2011 ... The Fund's disposition of a non-qualifying investment (other than certain short- term holdings) will create more space in the basket for a fund to ...
- Final Rule - Securities and Exchange Commission
Jun 22, 2011 ... one inadvertent, non-qualifying investment, allowance for ... of non-qualifying investment activity provides advisers to venture capital funds with ...
- Venture Capital Fund Advisers Escape Investment Advisers Act
Jul 5, 2011 ... According to the SEC, such an investment would not become a non-qualifying investment because the determination of a qualifying portfolio ...