Retirement Plan Terms

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  1. Death Master File (DMF)

  2. Death Taxes

  3. Decedent

  4. Decedent (IRD) Deduction

  5. Declaration Of Trust

  6. Deferred Account

  7. Deferred Payment Annuity

  8. Defined-Benefit Plan

  9. Defined-Contribution Plan

  10. Designated Beneficiary

  11. Designated Roth Account

  12. Determination Letter

  13. Direct Rollover

  14. Direct Transfer

  15. Disability Insurance

  16. Disability Insurance Trust Fund

  17. Disclaimer Trust

  18. Disclosure Statement

  19. Discretionary Beneficiary

  20. Distribution In Kind

  21. Do-Over Option

  22. Donee Beneficiary

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

  24. Drawdown Percentage

  25. Dynamic Updating

  26. Dynasty Trust

  27. Early Withdrawal

  28. Education IRA

  29. Elder Care

  30. Elective-Deferral Contribution

  31. Eligible Automatic Contribution Arrangements - EACAs

  32. Eligible Rollover Distribution

  33. Eligible Transfer

  34. Employee Retirement Income Security Act - ERISA

  35. Employee Savings Plan

  36. Employee Trust

  37. Employer-Sponsored Plan

  38. Encore Career

  39. Entrance Fee

  40. Escheat

  41. Estate

  42. Estate Freeze

  43. Estate Planning

  44. Estate Tax

  45. Excess Accumulation Penalty

  46. Excess Employer Withholding

  47. Executor

  48. Executrix

  49. Exempt Income

  50. Exemption Trust

  51. Exordium Clause

  52. Extended IRA

  53. Family Limited Partnership - FLP

  54. Federal Employee Retirement System - FERS

  55. Federal Insurance Contributions Act - FICA

  56. Federal Tax Lien

  57. Fiduciary

  58. Fiduciary Abuse

  59. Fiduciary Fraud

  60. Fiduciary Negligence

  61. Final Return For Decedent

  62. Financial Advisor

  63. Financial Planner

  64. Five-Year Rule

  65. Fixed Amortization Method

  66. Fixed Annuitization Method

  67. Flat Benefit Formula

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

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

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

  71. Form 8606

  72. Form 8891

  73. Forward Averaging

  74. Four Percent Rule

  75. Front-End Load

  76. Fully Funded

  77. Fully Vested

  78. Funded Status

  79. Generation-Skipping Transfer Tax - GSTT

  80. Generation-Skipping Trust

  81. Gift

  82. Gift Causa Mortis

  83. Gifted Stock

  84. Gifting Phase

  85. Gift Inter Vivos

  86. Gift In Trust

  87. Gift Letter

  88. Gift Splitting

  89. Gift Tax

  90. Gift Tax Return

  91. Gold IRA

  92. Government-Sponsored Retirement Arrangement - GSRA

  93. Government Pension Fund (Norway)

  94. Graded Vesting

  95. Graduated Vesting

  96. Grant Deed

  97. Grantor Retained Annuity Trust - GRAT

  98. Grantor Trust Rules

  99. Gross Estate

  100. Group-Home Care

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