Retirement Plan Terms

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  1. DB(k) Plan

  2. Death Benefit

  3. Death Master File (DMF)

  4. Death Taxes

  5. Decedent

  6. Decedent (IRD) Deduction

  7. Declaration Of Trust

  8. Deferred Account

  9. Deferred Payment Annuity

  10. Defined-Benefit Plan

  11. Defined-Contribution Plan

  12. Designated Beneficiary

  13. Designated Roth Account

  14. Determination Letter

  15. Direct Rollover

  16. Direct Transfer

  17. Disability Insurance

  18. Disability Insurance Trust Fund

  19. Disclaimer Trust

  20. Disclosure Statement

  21. Discretionary Beneficiary

  22. Distribution In Kind

  23. Do-Over Option

  24. Donee Beneficiary

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

  26. Drawdown Percentage

  27. Dynamic Updating

  28. Dynasty Trust

  29. Early Withdrawal

  30. Education IRA

  31. Elder Care

  32. Elective-Deferral Contribution

  33. Eligible Automatic Contribution Arrangements - EACAs

  34. Eligible Rollover Distribution

  35. Eligible Transfer

  36. Employee Retirement Income Security Act - ERISA

  37. Employee Savings Plan

  38. Employee Trust

  39. Employer-Sponsored Plan

  40. Encore Career

  41. Entrance Fee

  42. Escheat

  43. Estate

  44. Estate Freeze

  45. Estate Planning

  46. Estate Tax

  47. Excess Accumulation Penalty

  48. Excess Employer Withholding

  49. Exchange-Traded Commodity (ETC)

  50. Executor

  51. Executrix

  52. Exempt Income

  53. Exemption Trust

  54. Exordium Clause

  55. Extended IRA

  56. Family Limited Partnership - FLP

  57. Federal Budget

  58. Federal Employee Retirement System - FERS

  59. Federal Insurance Contributions Act - FICA

  60. Federal Tax Lien

  61. Fiduciary

  62. Fiduciary Negligence

  63. File and Suspend

  64. Final Return For Decedent

  65. Financial Advisor

  66. Financial Planner

  67. Five-Year Rule

  68. Fixed Amortization Method

  69. Fixed Annuitization Method

  70. Flat Benefit Formula

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

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

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

  74. Form 8606

  75. Form 8891

  76. Forward Averaging

  77. Four Percent Rule

  78. Front-End Load

  79. Fully Funded

  80. Fully Vested

  81. Funded Status

  82. Generation-Skipping Transfer Tax - GSTT

  83. Generation-Skipping Trust

  84. Gift

  85. Gift Causa Mortis

  86. Gifted Stock

  87. Gifting Phase

  88. Gift Inter Vivos

  89. Gift In Trust

  90. Gift Letter

  91. Gift Splitting

  92. Gift Tax

  93. Gift Tax Return

  94. Gold IRA

  95. Government-Sponsored Retirement Arrangement - GSRA

  96. Government Pension Fund (Norway)

  97. Graded Vesting

  98. Graduated Vesting

  99. Grant Deed

  100. Grantor Retained Annuity Trust - GRAT

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