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. Dynasty Trust

  26. Early Withdrawal

  27. Education IRA

  28. Elder Care

  29. Elective-Deferral Contribution

  30. Eligible Automatic Contribution Arrangements - EACAs

  31. Eligible Rollover Distribution

  32. Eligible Transfer

  33. Employee Retirement Income Security Act - ERISA

  34. Employee Savings Plan

  35. Employee Trust

  36. Employer-Sponsored Plan

  37. Encore Career

  38. Entrance Fee

  39. Escheat

  40. Estate

  41. Estate Freeze

  42. Estate Planning

  43. Estate Tax

  44. Excess Accumulation Penalty

  45. Excess Employer Withholding

  46. Executor

  47. Executrix

  48. Exempt Income

  49. Exemption Trust

  50. Exordium Clause

  51. Extended IRA

  52. Family Limited Partnership - FLP

  53. Federal Employee Retirement System - FERS

  54. Federal Insurance Contributions Act - FICA

  55. Federal Tax Lien

  56. Fiduciary

  57. Fiduciary Abuse

  58. Fiduciary Fraud

  59. Fiduciary Negligence

  60. Final Return For Decedent

  61. Financial Advisor

  62. Financial Planner

  63. Five-Year Rule

  64. Fixed Amortization Method

  65. Fixed Annuitization Method

  66. Flat Benefit Formula

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

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

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

  70. Form 8606

  71. Form 8891

  72. Forward Averaging

  73. Four Percent Rule

  74. Front-End Load

  75. Fully Funded

  76. Fully Vested

  77. Funded Status

  78. Generation-Skipping Transfer Tax - GSTT

  79. Generation-Skipping Trust

  80. Gift

  81. Gift Causa Mortis

  82. Gifted Stock

  83. Gifting Phase

  84. Gift Inter Vivos

  85. Gift In Trust

  86. Gift Letter

  87. Gift Splitting

  88. Gift Tax

  89. Gift Tax Return

  90. Gold IRA

  91. Government-Sponsored Retirement Arrangement - GSRA

  92. Government Pension Fund (Norway)

  93. Graded Vesting

  94. Graduated Vesting

  95. Grant Deed

  96. Grantor Retained Annuity Trust - GRAT

  97. Grantor Trust Rules

  98. Gross Estate

  99. Group-Home Care

  100. Group Carve-Out Plan

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