Retirement Plan Terms

  1. Heroes Earned Retirement Opportunities Act - HERO

  2. High-Deductible Health Plan - HDHP

  3. Holographic Will

  4. Home Buyers' Plan - HBP

  5. Immediate Beneficiary

  6. In-Service Withdrawal

  7. Incentive Trust

  8. Inchoate Interest

  9. Incidents Of Ownership

  10. Income In Respect Of A Decedent - IRD

  11. Income Splitting

  12. Income Spreading

  13. Independent 401(k)

  14. Indirect Rollover

  15. Individual Retirement Account - IRA

  16. Individual Retirement Annuity

  17. Inheritance

  18. Inheritance Tax

  19. Inherited IRA

  20. Inherited Stock

  21. Insurance Trust

  22. Integrated Pension Plan

  23. Intentionally Defective Grantor Trust - IDGT

  24. Inter-Vivos Trust

  25. Intestacy

  26. Intestate

  27. Investment Horizon

  28. Involuntary Cash-Out

  29. IRA Adoption Agreement And Plan Document

  30. IRA Asset Will

  31. IRA Plan

  32. IRA Rollover

  33. IRA Transfer

  34. Irrevocable Beneficiary

  35. Irrevocable Income-Only Trust - IIOT

  36. Irrevocable Trust

  37. IRS Publication 517 - Social Security And Other Information For Members Of The Clergy & Religious Workers

  38. IRS Publication 536 - Net Operating Losses For Individuals, Estates, And Trusts

  39. IRS Publication 554

  40. IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

  41. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools And Certain Tax-Exempt Organizations

  42. IRS Publication 575

  43. IRS Publication 590: Individual Retirement Arrangements (IRAs)

  44. IRS Publication 939

  45. Joint Owned Property

  46. Keogh Plan

  47. Kids In Parents' Pockets Eroding Retirement Savings - KIPPERS

  48. KSOP

  49. Land Trust

  50. Last Will And Testament

  51. Laughing Heir

  52. Legal List

  53. Legatee

  54. Letter of Intent - LOI

  55. Liability Driven Investment - LDI

  56. Life Estate

  57. Life Expectancy

  58. Life Income Fund - LIF

  59. Life Insurance

  60. Life With Guaranteed Term

  61. Lifelong Learning Plan

  62. Living Trust

  63. Living Will

  64. Locked-In Retirement Account - LIRA

  65. Lump-Sum Distribution

  66. Marital Trust

  67. Master Trust

  68. Matching Contribution

  69. Matured RRSP

  70. Medicaid

  71. Medical Savings Account - MSA

  72. Medicare

  73. Medicare And Medicaid Fraud

  74. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  75. Medicare Doughnut Hole

  76. Medicare Hold Harmless Provision

  77. Medicare Part B Premiums

  78. Medicare Part D

  79. Medicare Supplementary Medical Insurance - SMI

  80. Medicare Wages

  81. Modified Adjusted Gross Income - MAGI

  82. Money-Purchase Pension Plan

  83. Money-Purchase Provisions

  84. Monthly Income Plan - MIP

  85. Municipal Investment Trust

  86. Mutual Will

  87. Naked Trust

  88. Named Beneficiary

  89. Named Fiduciary

  90. National Association Of Estate Planners And Councils - NAEPC

  91. National Insurance Contributions - NIC

  92. National Pensions Reserve Fund

  93. Needs Approach

  94. Net Unrealized Appreciation - NUA

  95. New Zealand Superannuation Fund

  96. Next Of Kin

  97. Non-Qualified Distribution

  98. Non-Qualified Plan

  99. Non-Registered Account (Canada)

  100. Non-Spouse Beneficiary Rollover

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