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 Adviser

  53. Financial Advisor

  54. Financial Planner

  55. Five-Year Rule

  56. Fixed Amortization Method

  57. Fixed Annuitization Method

  58. Flat Benefit Formula

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

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

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

  62. Form 8606

  63. Form 8891

  64. Forward Averaging

  65. Four Percent Rule

  66. Front-End Load

  67. Fully Funded

  68. Fully Vested

  69. Funded Status

  70. Generation-Skipping Transfer Tax - GSTT

  71. Generation-Skipping Trust

  72. Gift

  73. Gift Causa Mortis

  74. Gift In Trust

  75. Gift Inter Vivos

  76. Gift Letter

  77. Gift Splitting

  78. Gift Tax

  79. Gift Tax Return

  80. Gifted Stock

  81. Gifting Phase

  82. Government Pension Fund (Norway)

  83. Government-Sponsored Retirement Arrangement - GSRA

  84. Graded Vesting

  85. Graduated Vesting

  86. Grant Deed

  87. Grantor Retained Annuity Trust - GRAT

  88. Grantor Trust Rules

  89. Gross Estate

  90. Group Carve-Out Plan

  91. Group-Home Care

  92. Guaranteed Lifetime Withdrawal Benefit - GLWB

  93. Guaranteed Minimum Pension - GMP

  94. Guaranteed Minimum Withdrawal Benefit - GMWB

  95. Guardian IRA

  96. GUST Restatement

  97. Halloween Massacre

  98. Hardship Withdrawal

  99. Health Insurance Portability And Accountability Act - HIPAA

  100. Health Savings Account - HSA

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