Retirement Plan Terms

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  1. Grant Deed

  2. Grantor Retained Annuity Trust - GRAT

  3. Grantor Trust Rules

  4. Gross Estate

  5. Group Carve-Out Plan

  6. Group-Home Care

  7. Guarantee Company

  8. Guaranteed Lifetime Withdrawal Benefit - GLWB

  9. Guaranteed Minimum Pension - GMP

  10. Guaranteed Minimum Withdrawal Benefit - GMWB

  11. Guardian IRA

  12. GUST Restatement

  13. Hardship Withdrawal

  14. Heir

  15. Heroes Earned Retirement Opportunities Act - HERO

  16. Holographic Will

  17. Home Buyers' Plan - HBP

  18. Household Income

  19. Immediate Beneficiary

  20. Immediate Payment Annuity

  21. In-Service Withdrawal

  22. Incentive Trust

  23. Inchoate Interest

  24. Incidents Of Ownership

  25. Income Annuity

  26. Income In Respect Of A Decedent - IRD

  27. Income Splitting

  28. Income Spreading

  29. Independent 401(k)

  30. Indexed Annuity

  31. Indirect Rollover

  32. Individual Retirement Account - IRA

  33. Individual Retirement Annuity

  34. Inflation-Protected Annuity - IPA

  35. Inheritance

  36. Inherited IRA

  37. Inherited Stock

  38. Integrated Pension Plan

  39. Intentionally Defective Grantor Trust - IDGT

  40. Inter-Vivos Trust

  41. Intestacy

  42. Intestate

  43. Involuntary Cash-Out

  44. IRA Adoption Agreement And Plan Document

  45. IRA Asset Will

  46. IRA Plan

  47. IRA Rollover

  48. Irrevocable Beneficiary

  49. Irrevocable Income-Only Trust - IIOT

  50. Irrevocable Trust

  51. IRS Publication 517 - Social Security And Other Information For Members Of The Clergy & Religious Workers

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

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

  54. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools And Certain Tax-Exempt Organizations

  55. IRS Publication 575

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

  57. IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits

  58. IRS Publication 939

  59. Joint And Survivor Annuity

  60. Joint Life With Last Survivor Annuity

  61. Joint Owned Property

  62. Keogh Plan

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

  64. KSOP

  65. Land Trust

  66. Last Will And Testament

  67. Laughing Heir

  68. Legacy Planning

  69. Legal List

  70. Legatee

  71. Letter of Intent - LOI

  72. Leveraged Benefits

  73. Liability Driven Investment - LDI

  74. Life Annuity

  75. Life Estate

  76. Life Expectancy

  77. Life With Guaranteed Term

  78. Lifelong Learning Plan

  79. Lifestyle Creep

  80. Lifetime Payout Annuity

  81. Living Trust

  82. Living Will

  83. Locked-In Retirement Account - LIRA

  84. Lump Of Labor Fallacy

  85. Lump-Sum Distribution

  86. Mandatory Distribution

  87. Marital Trust

  88. Matching Contribution

  89. Matured RRSP

  90. Medicaid

  91. Medicare

  92. Medicare And Medicaid Fraud

  93. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  94. Medicare Doughnut Hole

  95. Medicare Hold Harmless Provision

  96. Medicare Part B Premiums

  97. Medicare Part D

  98. Medicare Wages

  99. Modified Adjusted Gross Income - MAGI

  100. Money-Purchase Pension Plan

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