Retirement Plan Terms

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  1. Guaranteed Minimum Withdrawal Benefit - GMWB

  2. Guardian IRA

  3. GUST Restatement

  4. Halloween Massacre

  5. Hardship Withdrawal

  6. Health Insurance Portability And Accountability Act - HIPAA

  7. Heir

  8. Heroes Earned Retirement Opportunities Act - HERO

  9. Holographic Will

  10. Home Buyers' Plan - HBP

  11. Immediate Beneficiary

  12. In-Service Withdrawal

  13. Incentive Trust

  14. Inchoate Interest

  15. Incidents Of Ownership

  16. Income In Respect Of A Decedent - IRD

  17. Income Splitting

  18. Income Spreading

  19. Independent 401(k)

  20. Indirect Rollover

  21. Individual Retirement Account - IRA

  22. Individual Retirement Annuity

  23. Inheritance

  24. Inheritance Tax

  25. Inherited IRA

  26. Inherited Stock

  27. Insurance Trust

  28. Integrated Pension Plan

  29. Intentionally Defective Grantor Trust - IDGT

  30. Inter-Vivos Trust

  31. Intestacy

  32. Intestate

  33. Investment Horizon

  34. Involuntary Cash-Out

  35. IRA Adoption Agreement And Plan Document

  36. IRA Asset Will

  37. IRA Plan

  38. IRA Rollover

  39. IRA Transfer

  40. Irrevocable Beneficiary

  41. Irrevocable Income-Only Trust - IIOT

  42. Irrevocable Trust

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

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

  45. IRS Publication 554

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

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

  48. IRS Publication 575

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

  50. IRS Publication 939

  51. Joint Owned Property

  52. Keogh Plan

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

  54. KSOP

  55. Land Trust

  56. Last Will And Testament

  57. Laughing Heir

  58. Legal List

  59. Legatee

  60. Letter of Intent - LOI

  61. Leveraged Benefits

  62. Liability Driven Investment - LDI

  63. Life Estate

  64. Life Expectancy

  65. Life Income Fund - LIF

  66. Life Insurance

  67. Lifelong Learning Plan

  68. Life With Guaranteed Term

  69. Living Trust

  70. Living Will

  71. Locked-In Retirement Account - LIRA

  72. Lump-Sum Distribution

  73. Marital Trust

  74. Master Trust

  75. Matching Contribution

  76. Matured RRSP

  77. Medicaid

  78. Medicare

  79. Medicare And Medicaid Fraud

  80. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  81. Medicare Doughnut Hole

  82. Medicare Hold Harmless Provision

  83. Medicare Part B Premiums

  84. Medicare Part D

  85. Medicare Supplementary Medical Insurance - SMI

  86. Medicare Wages

  87. Modified Adjusted Gross Income - MAGI

  88. Money-Purchase Pension Plan

  89. Money-Purchase Provisions

  90. Monthly Income Plan - MIP

  91. Municipal Investment Trust

  92. Mutual Will

  93. MyRA

  94. Naked Trust

  95. Named Beneficiary

  96. Named Fiduciary

  97. National Association Of Estate Planners And Councils - NAEPC

  98. National Insurance Contributions - NIC

  99. National Pensions Reserve Fund

  100. Needs Approach

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