Retirement Plan Terms

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  1. GUST Restatement

  2. Halloween Massacre

  3. Hardship Withdrawal

  4. Health Insurance Portability And Accountability Act - HIPAA

  5. Heir

  6. Heroes Earned Retirement Opportunities Act - HERO

  7. Holographic Will

  8. Home Buyers' Plan - HBP

  9. Immediate Beneficiary

  10. In-Service Withdrawal

  11. Incentive Trust

  12. Inchoate Interest

  13. Incidents Of Ownership

  14. Income In Respect Of A Decedent - IRD

  15. Income Splitting

  16. Income Spreading

  17. Independent 401(k)

  18. Indirect Rollover

  19. Individual Retirement Account - IRA

  20. Individual Retirement Annuity

  21. Inheritance

  22. Inheritance Tax

  23. Inherited IRA

  24. Inherited Stock

  25. Insurance Trust

  26. Integrated Pension Plan

  27. Intentionally Defective Grantor Trust - IDGT

  28. Inter-Vivos Trust

  29. Intestacy

  30. Intestate

  31. Investment Horizon

  32. Involuntary Cash-Out

  33. IRA Adoption Agreement And Plan Document

  34. IRA Asset Will

  35. IRA Plan

  36. IRA Rollover

  37. IRA Transfer

  38. Irrevocable Beneficiary

  39. Irrevocable Income-Only Trust - IIOT

  40. Irrevocable Trust

  41. IRS Publication 517 - Social Security And Other Information For Members Of The Clergy ...

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

  43. IRS Publication 554

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

  45. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of ...

  46. IRS Publication 575

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

  48. IRS Publication 939

  49. Joint Owned Property

  50. Keogh Plan

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

  52. KSOP

  53. Land Trust

  54. Last Will And Testament

  55. Laughing Heir

  56. Legal List

  57. Legatee

  58. Letter of Intent - LOI

  59. Leveraged Benefits

  60. Liability Driven Investment - LDI

  61. Life Estate

  62. Life Expectancy

  63. Life Income Fund - LIF

  64. Life Insurance

  65. Lifelong Learning Plan

  66. Life With Guaranteed Term

  67. Living Trust

  68. Living Will

  69. Locked-In Retirement Account - LIRA

  70. Lump-Sum Distribution

  71. Marital Trust

  72. Master Trust

  73. Matching Contribution

  74. Matured RRSP

  75. Medicaid

  76. Medicare

  77. Medicare And Medicaid Fraud

  78. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  79. Medicare Doughnut Hole

  80. Medicare Hold Harmless Provision

  81. Medicare Part B Premiums

  82. Medicare Part D

  83. Medicare Supplementary Medical Insurance - SMI

  84. Medicare Wages

  85. Modified Adjusted Gross Income - MAGI

  86. Money-Purchase Pension Plan

  87. Money-Purchase Provisions

  88. Monthly Income Plan - MIP

  89. Municipal Investment Trust

  90. Mutual Will

  91. MyRA

  92. Naked Trust

  93. Named Beneficiary

  94. Named Fiduciary

  95. National Association Of Estate Planners And Councils - NAEPC

  96. National Insurance Contributions - NIC

  97. National Pensions Reserve Fund

  98. Needs Approach

  99. Net Unrealized Appreciation - NUA

  100. New Zealand Superannuation Fund

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