Retirement Plan Terms

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  1. Grant Deed

  2. Grantor Retained Annuity Trust - GRAT

  3. Grantor Trust Rules

  4. Gross Estate

  5. Group-Home Care

  6. Group Carve-Out Plan

  7. Guarantee Company

  8. Guaranteed Lifetime Withdrawal Benefit - GLWB

  9. Guaranteed Minimum Pension - GMP

  10. Guaranteed Minimum Withdrawal Benefit - GMWB

  11. Guardian IRA

  12. GUST Restatement

  13. Halloween Massacre

  14. Hardship Withdrawal

  15. Health Insurance Portability And Accountability Act - HIPAA

  16. Heir

  17. Heroes Earned Retirement Opportunities Act - HERO

  18. Holographic Will

  19. Home Buyers' Plan - HBP

  20. Immediate Beneficiary

  21. In-Service Withdrawal

  22. Incentive Trust

  23. Inchoate Interest

  24. Incidents Of Ownership

  25. Income In Respect Of A Decedent - IRD

  26. Income Splitting

  27. Income Spreading

  28. Independent 401(k)

  29. Indirect Rollover

  30. Individual Retirement Account - IRA

  31. Individual Retirement Annuity

  32. Inheritance

  33. Inheritance Tax

  34. Inherited IRA

  35. Inherited Stock

  36. Insurance Trust

  37. Integrated Pension Plan

  38. Intentionally Defective Grantor Trust - IDGT

  39. Inter-Vivos Trust

  40. Intestacy

  41. Intestate

  42. Investment Horizon

  43. Involuntary Cash-Out

  44. IRA Adoption Agreement And Plan Document

  45. IRA Asset Will

  46. IRA Plan

  47. IRA Rollover

  48. IRA Transfer

  49. Irrevocable Beneficiary

  50. Irrevocable Income-Only Trust - IIOT

  51. Irrevocable Trust

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

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

  54. IRS Publication 554

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

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

  57. IRS Publication 575

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

  59. IRS Publication 939

  60. Joint Owned Property

  61. Keogh Plan

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

  63. KSOP

  64. Land Trust

  65. Last Will And Testament

  66. Laughing Heir

  67. Legacy Planning

  68. Legal List

  69. Legatee

  70. Letter of Intent - LOI

  71. Leveraged Benefits

  72. Liability Driven Investment - LDI

  73. Life Estate

  74. Life Expectancy

  75. Life Income Fund - LIF

  76. Life Insurance

  77. Lifelong Learning Plan

  78. Life With Guaranteed Term

  79. Living Trust

  80. Living Will

  81. Locked-In Retirement Account - LIRA

  82. Lump-Sum Distribution

  83. Mandatory Distribution

  84. Marital Trust

  85. Master Trust

  86. Matching Contribution

  87. Matured RRSP

  88. Medicaid

  89. Medicare

  90. Medicare And Medicaid Fraud

  91. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  92. Medicare Doughnut Hole

  93. Medicare Hold Harmless Provision

  94. Medicare Part B Premiums

  95. Medicare Part D

  96. Medicare Supplementary Medical Insurance - SMI

  97. Medicare Wages

  98. Modified Adjusted Gross Income - MAGI

  99. Modified Tenure Payment Plan

  100. Modified Term Payment Plan

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