Retirement Plan Terms

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  1. Deferred Account

  2. Deferred Payment Annuity

  3. Defined-Benefit Plan

  4. Defined-Contribution Plan

  5. Designated Beneficiary

  6. Designated Roth Account

  7. Determination Letter

  8. Direct Rollover

  9. Direct Transfer

  10. Disability Insurance

  11. Disability Insurance Trust Fund

  12. Disclaimer Trust

  13. Disclosure Statement

  14. Discretionary Beneficiary

  15. Distribution In Kind

  16. Do-Over Option

  17. Donee Beneficiary

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

  19. Drawdown Percentage

  20. Dynasty Trust

  21. Early Withdrawal

  22. Education IRA

  23. Elder Care

  24. Elective-Deferral Contribution

  25. Eligible Automatic Contribution Arrangements - EACAs

  26. Eligible Rollover Distribution

  27. Eligible Transfer

  28. Employee Retirement Income Security Act - ERISA

  29. Employee Savings Plan

  30. Employee Trust

  31. Employer-Sponsored Plan

  32. Encore Career

  33. Entrance Fee

  34. Escheat

  35. Estate

  36. Estate Freeze

  37. Estate Planning

  38. Estate Tax

  39. Excess Accumulation Penalty

  40. Excess Employer Withholding

  41. Executor

  42. Executrix

  43. Exempt Income

  44. Exemption Trust

  45. Exordium Clause

  46. Extended IRA

  47. Family Limited Partnership - FLP

  48. Federal Employee Retirement System - FERS

  49. Federal Insurance Contributions Act - FICA

  50. Federal Tax Lien

  51. Fiduciary

  52. Fiduciary Abuse

  53. Fiduciary Fraud

  54. Fiduciary Negligence

  55. Final Return For Decedent

  56. Financial Advisor

  57. Financial Planner

  58. Five-Year Rule

  59. Fixed Amortization Method

  60. Fixed Annuitization Method

  61. Flat Benefit Formula

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

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

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

  65. Form 8606

  66. Form 8891

  67. Forward Averaging

  68. Four Percent Rule

  69. Front-End Load

  70. Fully Funded

  71. Fully Vested

  72. Funded Status

  73. Generation-Skipping Transfer Tax - GSTT

  74. Generation-Skipping Trust

  75. Gift

  76. Gift Causa Mortis

  77. Gift In Trust

  78. Gift Inter Vivos

  79. Gift Letter

  80. Gift Splitting

  81. Gift Tax

  82. Gift Tax Return

  83. Gifted Stock

  84. Gifting Phase

  85. Gold IRA

  86. Government Pension Fund (Norway)

  87. Government-Sponsored Retirement Arrangement - GSRA

  88. Graded Vesting

  89. Graduated Vesting

  90. Grant Deed

  91. Grantor Retained Annuity Trust - GRAT

  92. Grantor Trust Rules

  93. Gross Estate

  94. Group Carve-Out Plan

  95. Group-Home Care

  96. Guarantee Company

  97. Guaranteed Lifetime Withdrawal Benefit - GLWB

  98. Guaranteed Minimum Pension - GMP

  99. Guaranteed Minimum Withdrawal Benefit - GMWB

  100. Guardian IRA

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