Retirement Plan Terms

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  1. Grantor Retained Annuity Trust - GRAT

  2. Grantor Trust Rules

  3. Gross Estate

  4. Group-Home Care

  5. Group Carve-Out Plan

  6. Guarantee Company

  7. Guaranteed Lifetime Withdrawal Benefit - GLWB

  8. Guaranteed Minimum Pension - GMP

  9. Guaranteed Minimum Withdrawal Benefit - GMWB

  10. Guardian IRA

  11. GUST Restatement

  12. Halloween Massacre

  13. Hardship Withdrawal

  14. Health Insurance Portability And Accountability Act - HIPAA

  15. Heir

  16. Heroes Earned Retirement Opportunities Act - HERO

  17. Holographic Will

  18. Home Buyers' Plan - HBP

  19. Immediate Beneficiary

  20. In-Service Withdrawal

  21. Incentive Trust

  22. Inchoate Interest

  23. Incidents Of Ownership

  24. Income In Respect Of A Decedent - IRD

  25. Income Splitting

  26. Income Spreading

  27. Independent 401(k)

  28. Indirect Rollover

  29. Individual Retirement Account - IRA

  30. Individual Retirement Annuity

  31. Inheritance

  32. Inheritance Tax

  33. Inherited IRA

  34. Inherited Stock

  35. Insurance Trust

  36. Integrated Pension Plan

  37. Intentionally Defective Grantor Trust - IDGT

  38. Inter-Vivos Trust

  39. Intestacy

  40. Intestate

  41. Investment Horizon

  42. Involuntary Cash-Out

  43. IRA Adoption Agreement And Plan Document

  44. IRA Asset Will

  45. IRA Plan

  46. IRA Rollover

  47. IRA Transfer

  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 ...

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

  53. IRS Publication 554

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

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

  56. IRS Publication 575

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

  58. IRS Publication 939

  59. Joint Owned Property

  60. Keogh Plan

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

  62. KSOP

  63. Land Trust

  64. Last Will And Testament

  65. Laughing Heir

  66. Legacy Planning

  67. Legal List

  68. Legatee

  69. Letter of Intent - LOI

  70. Leveraged Benefits

  71. Liability Driven Investment - LDI

  72. Life Estate

  73. Life Expectancy

  74. Life Income Fund - LIF

  75. Life Insurance

  76. Lifelong Learning Plan

  77. Life With Guaranteed Term

  78. Living Trust

  79. Living Will

  80. Locked-In Retirement Account - LIRA

  81. Lump-Sum Distribution

  82. Mandatory Distribution

  83. Marital Trust

  84. Master Trust

  85. Matching Contribution

  86. Matured RRSP

  87. Medicaid

  88. Medicare

  89. Medicare And Medicaid Fraud

  90. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  91. Medicare Doughnut Hole

  92. Medicare Hold Harmless Provision

  93. Medicare Part B Premiums

  94. Medicare Part D

  95. Medicare Supplementary Medical Insurance - SMI

  96. Medicare Wages

  97. Modified Adjusted Gross Income - MAGI

  98. Modified Tenure Payment Plan

  99. Modified Term Payment Plan

  100. Money-Purchase Pension Plan

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