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. Domestic Relations Order (DRO)

  25. Donee Beneficiary

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

  27. Drawdown Percentage

  28. Dynamic Updating

  29. Dynasty Trust

  30. Early Withdrawal

  31. Education IRA

  32. Elder Care

  33. Elective-Deferral Contribution

  34. Eligible Automatic Contribution Arrangements - EACAs

  35. Eligible Rollover Distribution

  36. Eligible Transfer

  37. Employee Retirement Income Security Act - ERISA

  38. Employee Savings Plan

  39. Employee Trust

  40. Employer-Sponsored Plan

  41. Encore Career

  42. Entrance Fee

  43. Escheat

  44. Estate

  45. Estate Freeze

  46. Estate Planning

  47. Estate Tax

  48. Excess Accumulation Penalty

  49. Excess Employer Withholding

  50. Exchange-Traded Commodity (ETC)

  51. Executor

  52. Executrix

  53. Exempt Income

  54. Exemption Trust

  55. Exordium Clause

  56. Extended IRA

  57. Family Limited Partnership - FLP

  58. Federal Budget

  59. Federal Employee Retirement System - FERS

  60. Federal Insurance Contributions Act - FICA

  61. Federal Tax Lien

  62. Fiduciary

  63. Fiduciary Negligence

  64. File and Suspend

  65. Final Return For Decedent

  66. Financial Advisor

  67. Financial Planner

  68. Five-Year Rule

  69. Fixed Amortization Method

  70. Fixed Annuitization Method

  71. Flat Benefit Formula

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

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

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

  75. Form 8606

  76. Form 8891

  77. Forward Averaging

  78. Four Percent Rule

  79. Front-End Load

  80. Fully Funded

  81. Fully Vested

  82. Funded Status

  83. Generation-Skipping Transfer Tax - GSTT

  84. Generation-Skipping Trust

  85. Gift

  86. Gift Causa Mortis

  87. Gifted Stock

  88. Gifting Phase

  89. Gift Inter Vivos

  90. Gift In Trust

  91. Gift Letter

  92. Gift Splitting

  93. Gift Tax

  94. Gift Tax Return

  95. Gold IRA

  96. Government-Sponsored Retirement Arrangement - GSRA

  97. Government Pension Fund (Norway)

  98. Graded Vesting

  99. Graduated Vesting

  100. Grant Deed

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