Retirement Plan Terms

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  1. Guaranteed Minimum Pension - GMP

  2. Guaranteed Minimum Withdrawal Benefit - GMWB

  3. Guardian IRA

  4. GUST Restatement

  5. Halloween Massacre

  6. Hardship Withdrawal

  7. Health Insurance Portability And Accountability Act - HIPAA

  8. Heir

  9. Heroes Earned Retirement Opportunities Act - HERO

  10. Holographic Will

  11. Home Buyers' Plan - HBP

  12. Immediate Beneficiary

  13. In-Service Withdrawal

  14. Incentive Trust

  15. Inchoate Interest

  16. Incidents Of Ownership

  17. Income In Respect Of A Decedent - IRD

  18. Income Splitting

  19. Income Spreading

  20. Independent 401(k)

  21. Indirect Rollover

  22. Individual Retirement Account - IRA

  23. Individual Retirement Annuity

  24. Inheritance

  25. Inheritance Tax

  26. Inherited IRA

  27. Inherited Stock

  28. Insurance Trust

  29. Integrated Pension Plan

  30. Intentionally Defective Grantor Trust - IDGT

  31. Inter-Vivos Trust

  32. Intestacy

  33. Intestate

  34. Investment Horizon

  35. Involuntary Cash-Out

  36. IRA Adoption Agreement And Plan Document

  37. IRA Asset Will

  38. IRA Plan

  39. IRA Rollover

  40. IRA Transfer

  41. Irrevocable Beneficiary

  42. Irrevocable Income-Only Trust - IIOT

  43. Irrevocable Trust

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

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

  46. IRS Publication 554

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

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

  49. IRS Publication 575

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

  51. IRS Publication 939

  52. Joint Owned Property

  53. Keogh Plan

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

  55. KSOP

  56. Land Trust

  57. Last Will And Testament

  58. Laughing Heir

  59. Legal List

  60. Legatee

  61. Letter of Intent - LOI

  62. Leveraged Benefits

  63. Liability Driven Investment - LDI

  64. Life Estate

  65. Life Expectancy

  66. Life Income Fund - LIF

  67. Life Insurance

  68. Lifelong Learning Plan

  69. Life With Guaranteed Term

  70. Living Trust

  71. Living Will

  72. Locked-In Retirement Account - LIRA

  73. Lump-Sum Distribution

  74. Marital Trust

  75. Master Trust

  76. Matching Contribution

  77. Matured RRSP

  78. Medicaid

  79. Medicare

  80. Medicare And Medicaid Fraud

  81. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  82. Medicare Doughnut Hole

  83. Medicare Hold Harmless Provision

  84. Medicare Part B Premiums

  85. Medicare Part D

  86. Medicare Supplementary Medical Insurance - SMI

  87. Medicare Wages

  88. Modified Adjusted Gross Income - MAGI

  89. Money-Purchase Pension Plan

  90. Money-Purchase Provisions

  91. Monthly Income Plan - MIP

  92. Municipal Investment Trust

  93. Mutual Will

  94. MyRA

  95. Naked Trust

  96. Named Beneficiary

  97. Named Fiduciary

  98. National Association Of Estate Planners And Councils - NAEPC

  99. National Insurance Contributions - NIC

  100. National Pensions Reserve Fund

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