Retirement Plan Terms

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  1. Decedent

  2. Decedent (IRD) Deduction

  3. Declaration Of Trust

  4. Deferred Account

  5. Deferred Payment Annuity

  6. Defined-Benefit Plan

  7. Defined-Contribution Plan

  8. Designated Beneficiary

  9. Designated Roth Account

  10. Determination Letter

  11. Direct Rollover

  12. Direct Transfer

  13. Disability Insurance

  14. Disability Insurance Trust Fund

  15. Disclaimer Trust

  16. Disclosure Statement

  17. Discretionary Beneficiary

  18. Distribution In Kind

  19. Do-Over Option

  20. Donee Beneficiary

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

  22. Drawdown Percentage

  23. Dynasty Trust

  24. Early Withdrawal

  25. Education IRA

  26. Elder Care

  27. Elective-Deferral Contribution

  28. Eligible Automatic Contribution Arrangements - EACAs

  29. Eligible Rollover Distribution

  30. Eligible Transfer

  31. Employee Retirement Income Security Act - ERISA

  32. Employee Savings Plan

  33. Employee Trust

  34. Employer-Sponsored Plan

  35. Encore Career

  36. Entrance Fee

  37. Escheat

  38. Estate

  39. Estate Freeze

  40. Estate Planning

  41. Estate Tax

  42. Excess Accumulation Penalty

  43. Excess Employer Withholding

  44. Executor

  45. Executrix

  46. Exempt Income

  47. Exemption Trust

  48. Exordium Clause

  49. Extended IRA

  50. Family Limited Partnership - FLP

  51. Federal Employee Retirement System - FERS

  52. Federal Insurance Contributions Act - FICA

  53. Federal Tax Lien

  54. Fiduciary

  55. Fiduciary Abuse

  56. Fiduciary Fraud

  57. Fiduciary Negligence

  58. Final Return For Decedent

  59. Financial Advisor

  60. Financial Planner

  61. Five-Year Rule

  62. Fixed Amortization Method

  63. Fixed Annuitization Method

  64. Flat Benefit Formula

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

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

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

  68. Form 8606

  69. Form 8891

  70. Forward Averaging

  71. Four Percent Rule

  72. Front-End Load

  73. Fully Funded

  74. Fully Vested

  75. Funded Status

  76. Generation-Skipping Transfer Tax - GSTT

  77. Generation-Skipping Trust

  78. Gift

  79. Gift Causa Mortis

  80. Gifted Stock

  81. Gifting Phase

  82. Gift Inter Vivos

  83. Gift In Trust

  84. Gift Letter

  85. Gift Splitting

  86. Gift Tax

  87. Gift Tax Return

  88. Gold IRA

  89. Government-Sponsored Retirement Arrangement - GSRA

  90. Government Pension Fund (Norway)

  91. Graded Vesting

  92. Graduated Vesting

  93. Grant Deed

  94. Grantor Retained Annuity Trust - GRAT

  95. Grantor Trust Rules

  96. Gross Estate

  97. Group-Home Care

  98. Group Carve-Out Plan

  99. Guarantee Company

  100. Guaranteed Lifetime Withdrawal Benefit - GLWB

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