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. Legal List

  67. Legatee

  68. Letter of Intent - LOI

  69. Leveraged Benefits

  70. Liability Driven Investment - LDI

  71. Life Estate

  72. Life Expectancy

  73. Life Income Fund - LIF

  74. Life Insurance

  75. Lifelong Learning Plan

  76. Life With Guaranteed Term

  77. Living Trust

  78. Living Will

  79. Locked-In Retirement Account - LIRA

  80. Lump-Sum Distribution

  81. Mandatory Distribution

  82. Marital Trust

  83. Master Trust

  84. Matching Contribution

  85. Matured RRSP

  86. Medicaid

  87. Medicare

  88. Medicare And Medicaid Fraud

  89. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  90. Medicare Doughnut Hole

  91. Medicare Hold Harmless Provision

  92. Medicare Part B Premiums

  93. Medicare Part D

  94. Medicare Supplementary Medical Insurance - SMI

  95. Medicare Wages

  96. Modified Adjusted Gross Income - MAGI

  97. Modified Tenure Payment Plan

  98. Modified Term Payment Plan

  99. Money-Purchase Pension Plan

  100. Money-Purchase Provisions

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