Retirement Plan Terms

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  1. Guardian IRA

  2. GUST Restatement

  3. Halloween Massacre

  4. Hardship Withdrawal

  5. Health Insurance Portability And Accountability Act - HIPAA

  6. Heir

  7. Heroes Earned Retirement Opportunities Act - HERO

  8. Holographic Will

  9. Home Buyers' Plan - HBP

  10. Immediate Beneficiary

  11. In-Service Withdrawal

  12. Incentive Trust

  13. Inchoate Interest

  14. Incidents Of Ownership

  15. Income In Respect Of A Decedent - IRD

  16. Income Splitting

  17. Income Spreading

  18. Independent 401(k)

  19. Indirect Rollover

  20. Individual Retirement Account - IRA

  21. Individual Retirement Annuity

  22. Inheritance

  23. Inheritance Tax

  24. Inherited IRA

  25. Inherited Stock

  26. Insurance Trust

  27. Integrated Pension Plan

  28. Intentionally Defective Grantor Trust - IDGT

  29. Inter-Vivos Trust

  30. Intestacy

  31. Intestate

  32. Investment Horizon

  33. Involuntary Cash-Out

  34. IRA Adoption Agreement And Plan Document

  35. IRA Asset Will

  36. IRA Plan

  37. IRA Rollover

  38. IRA Transfer

  39. Irrevocable Beneficiary

  40. Irrevocable Income-Only Trust - IIOT

  41. Irrevocable Trust

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

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

  44. IRS Publication 554

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

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

  47. IRS Publication 575

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

  49. IRS Publication 939

  50. Joint Owned Property

  51. Keogh Plan

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

  53. KSOP

  54. Land Trust

  55. Last Will And Testament

  56. Laughing Heir

  57. Legal List

  58. Legatee

  59. Letter of Intent - LOI

  60. Leveraged Benefits

  61. Liability Driven Investment - LDI

  62. Life Estate

  63. Life Expectancy

  64. Life Income Fund - LIF

  65. Life Insurance

  66. Lifelong Learning Plan

  67. Life With Guaranteed Term

  68. Living Trust

  69. Living Will

  70. Locked-In Retirement Account - LIRA

  71. Lump-Sum Distribution

  72. Marital Trust

  73. Master Trust

  74. Matching Contribution

  75. Matured RRSP

  76. Medicaid

  77. Medicare

  78. Medicare And Medicaid Fraud

  79. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  80. Medicare Doughnut Hole

  81. Medicare Hold Harmless Provision

  82. Medicare Part B Premiums

  83. Medicare Part D

  84. Medicare Supplementary Medical Insurance - SMI

  85. Medicare Wages

  86. Modified Adjusted Gross Income - MAGI

  87. Money-Purchase Pension Plan

  88. Money-Purchase Provisions

  89. Monthly Income Plan - MIP

  90. Municipal Investment Trust

  91. Mutual Will

  92. MyRA

  93. Naked Trust

  94. Named Beneficiary

  95. Named Fiduciary

  96. National Association Of Estate Planners And Councils - NAEPC

  97. National Insurance Contributions - NIC

  98. National Pensions Reserve Fund

  99. Needs Approach

  100. Net Unrealized Appreciation - NUA

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