Retirement Plan Terms

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  1. Declaration Of Trust

  2. Deferred Account

  3. Deferred Payment Annuity

  4. Defined-Benefit Plan

  5. Defined-Contribution Plan

  6. Designated Beneficiary

  7. Designated Roth Account

  8. Determination Letter

  9. Direct Rollover

  10. Direct Transfer

  11. Disability Insurance

  12. Disability Insurance Trust Fund

  13. Disclaimer Trust

  14. Disclosure Statement

  15. Discretionary Beneficiary

  16. Distribution In Kind

  17. Do-Over Option

  18. Donee Beneficiary

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

  20. Drawdown Percentage

  21. Dynasty Trust

  22. Early Withdrawal

  23. Education IRA

  24. Elder Care

  25. Elective-Deferral Contribution

  26. Eligible Automatic Contribution Arrangements - EACAs

  27. Eligible Rollover Distribution

  28. Eligible Transfer

  29. Employee Retirement Income Security Act - ERISA

  30. Employee Savings Plan

  31. Employee Trust

  32. Employer-Sponsored Plan

  33. Encore Career

  34. Entrance Fee

  35. Escheat

  36. Estate

  37. Estate Freeze

  38. Estate Planning

  39. Estate Tax

  40. Excess Accumulation Penalty

  41. Excess Employer Withholding

  42. Executor

  43. Executrix

  44. Exempt Income

  45. Exemption Trust

  46. Exordium Clause

  47. Extended IRA

  48. Family Limited Partnership - FLP

  49. Federal Employee Retirement System - FERS

  50. Federal Insurance Contributions Act - FICA

  51. Federal Tax Lien

  52. Fiduciary

  53. Fiduciary Abuse

  54. Fiduciary Fraud

  55. Fiduciary Negligence

  56. Final Return For Decedent

  57. Financial Advisor

  58. Financial Planner

  59. Five-Year Rule

  60. Fixed Amortization Method

  61. Fixed Annuitization Method

  62. Flat Benefit Formula

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

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

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

  66. Form 8606

  67. Form 8891

  68. Forward Averaging

  69. Four Percent Rule

  70. Front-End Load

  71. Fully Funded

  72. Fully Vested

  73. Funded Status

  74. Generation-Skipping Transfer Tax - GSTT

  75. Generation-Skipping Trust

  76. Gift

  77. Gift Causa Mortis

  78. Gifted Stock

  79. Gifting Phase

  80. Gift Inter Vivos

  81. Gift In Trust

  82. Gift Letter

  83. Gift Splitting

  84. Gift Tax

  85. Gift Tax Return

  86. Gold IRA

  87. Government-Sponsored Retirement Arrangement - GSRA

  88. Government Pension Fund (Norway)

  89. Graded Vesting

  90. Graduated Vesting

  91. Grant Deed

  92. Grantor Retained Annuity Trust - GRAT

  93. Grantor Trust Rules

  94. Gross Estate

  95. Group-Home Care

  96. Group Carve-Out Plan

  97. Guarantee Company

  98. Guaranteed Lifetime Withdrawal Benefit - GLWB

  99. Guaranteed Minimum Pension - GMP

  100. Guaranteed Minimum Withdrawal Benefit - GMWB

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