Retirement Plan Terms

  1. Deferred Payment Annuity

  2. Defined-Benefit Plan

  3. Defined-Contribution Plan

  4. Designated Beneficiary

  5. Designated Roth Account

  6. Determination Letter

  7. Direct Rollover

  8. Direct Transfer

  9. Disability Insurance

  10. Disability Insurance Trust Fund

  11. Disclaimer Trust

  12. Disclosure Statement

  13. Discretionary Beneficiary

  14. Distribution In Kind

  15. Do-Over Option

  16. Donee Beneficiary

  17. Double Advantage Safe Harbor 401(k) - DASH 401(k)

  18. Dynasty Trust

  19. Early Withdrawal

  20. Education IRA

  21. Elective-Deferral Contribution

  22. Eligible Automatic Contribution Arrangements - EACAs

  23. Eligible Rollover Distribution

  24. Employee Retirement Income Security Act - ERISA

  25. Employee Savings Plan

  26. Employee Trust

  27. Employer-Sponsored Plan

  28. Encore Career

  29. Entrance Fee

  30. Escheat

  31. Estate

  32. Estate Freeze

  33. Estate Planning

  34. Estate Tax

  35. Excess Accumulation Penalty

  36. Excess Employer Withholding

  37. Executor

  38. Executrix

  39. Exempt Income

  40. Exemption Trust

  41. Exordium Clause

  42. Extended IRA

  43. Family Limited Partnership - FLP

  44. Federal Employee Retirement System - FERS

  45. Federal Insurance Contributions Act - FICA

  46. Federal Tax Lien

  47. Fiduciary

  48. Fiduciary Abuse

  49. Fiduciary Fraud

  50. Fiduciary Negligence

  51. Final Return For Decedent

  52. Financial Advisor

  53. Financial Planner

  54. Five-Year Rule

  55. Fixed Amortization Method

  56. Fixed Annuitization Method

  57. Flat Benefit Formula

  58. Form 706-GS(D): Generation-Skipping Transfer Tax Return For Distributions

  59. Form 706-NA: United States Estate (And Generation-Skipping Transfer) Tax Return

  60. Form 706: United States Estate (And Generation-Skipping Transfer) Tax Return

  61. Form 8606

  62. Form 8891

  63. Forward Averaging

  64. Four Percent Rule

  65. Front-End Load

  66. Fully Funded

  67. Fully Vested

  68. Funded Status

  69. Generation-Skipping Transfer Tax - GSTT

  70. Generation-Skipping Trust

  71. Gift

  72. Gift Causa Mortis

  73. Gift In Trust

  74. Gift Inter Vivos

  75. Gift Letter

  76. Gift Splitting

  77. Gift Tax

  78. Gift Tax Return

  79. Gifted Stock

  80. Gifting Phase

  81. Government Pension Fund (Norway)

  82. Government-Sponsored Retirement Arrangement - GSRA

  83. Graded Vesting

  84. Graduated Vesting

  85. Grant Deed

  86. Grantor Retained Annuity Trust - GRAT

  87. Grantor Trust Rules

  88. Gross Estate

  89. Group Carve-Out Plan

  90. Group-Home Care

  91. Guaranteed Lifetime Withdrawal Benefit - GLWB

  92. Guaranteed Minimum Pension - GMP

  93. Guaranteed Minimum Withdrawal Benefit - GMWB

  94. Guardian IRA

  95. GUST Restatement

  96. Halloween Massacre

  97. Hardship Withdrawal

  98. Health Insurance Portability And Accountability Act - HIPAA

  99. Health Savings Account - HSA

  100. Heir

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