Retirement Plan Terms

  1. Revoked IRA

  2. Rollover

  3. Rollover IRA

  4. Roth 401(k)

  5. Roth IRA

  6. Roth IRA Conversion

  7. Roth Option

  8. Rule 72(t)

  9. Salary Reduction Simplified Employee Pension Plan - SARSEP

  10. Same Property Rule

  11. Saver's Tax Credit

  12. Savings Incentive Match Plan For Employees Of Small Employers - SIMPLE

  13. Savings Rate

  14. SBO-401(k)

  15. Secondary Beneficiary

  16. Securities Industry Regulatory Authority - SIRA

  17. Self-Directed IRA - SDIRA

  18. Self-Directed RRSP

  19. Separate Return

  20. Sequence Risk

  21. SIMPLE IRA

  22. Simplified Employee Pension - SEP (Simplified Employee Pension IRA)

  23. Social Security

  24. Social Security Act

  25. Social Security Administration - SSA

  26. Social Security Benefits

  27. Social Security Number - SSN

  28. Social Security Tax

  29. Social Security Trust Fund

  30. Special Needs Trust

  31. Spending Phase

  32. Spousal Beneficiary Rollover

  33. Spousal IRA

  34. State Medicaid Program

  35. Statement Of Changes In Net Assets Available For Pension Benefits

  36. Statement Stuffer

  37. Stretch IRA

  38. Substantial Gainful Activity - SGA

  39. Substantially Equal Periodic Payment - SEPP

  40. Succession

  41. Superannuation

  42. Supplemental Executive Retirement Plan - SERP

  43. Systematic Investment Plan - SIP

  44. Target-Benefit Plan

  45. Target-Date Fund

  46. Tax Shelter

  47. Tax-Deferred Savings Plan

  48. Tax-Free Savings Account - TFSA

  49. Tax-Sheltered Annuity

  50. Taxable Estate

  51. Taxable Wage Base

  52. Taxes

  53. Taxpayer

  54. Teacher Retirement System - TRS

  55. Term Certain Method

  56. Terminal Year

  57. Terminally Ill

  58. Testamentary Trust

  59. Testamentary Will

  60. The Government Pension Investment Fund (Japan)

  61. Three-Year Rule

  62. Thrift Savings Plan - TSP

  63. Top Hat Plan

  64. Traditional IRA

  65. Transfer On Death - TOD

  66. Transfer Tax

  67. Triggering Event

  68. Trust

  69. Trust Company

  70. Trust Fund

  71. Trust Property

  72. Trust-Owned Life Insurance - TOLI

  73. Trustee

  74. Trustor

  75. Ultimogeniture

  76. Unconditional Vesting

  77. Underfunded Pension Plan

  78. Unemployment Compensation Amendment Of 1992

  79. Unfunded Pension Plan

  80. Uniform Gifts to Minors Act - UGMA

  81. Uniform Transfer Tax

  82. Uniform Transfers To Minors Act - UTMA

  83. Unit Benefit Formula

  84. Unit Benefit Plan

  85. Unit Trust - UT

  86. Variable Benefit Plan

  87. Vested Benefit Obligation - VBO

  88. Vested Interest

  89. Volume Weighted Average Price - VWAP

  90. Voluntary Bankruptcy

  91. Voluntary Employees Beneficiary Association Plan - VEBA

  92. Voluntary Trust

  93. Waiver Of Notice

  94. Wealth Management

  95. Wealth Tax

  96. Welfare And Pension Plans Disclosure Act (WPPDA)

  97. Widely Held Fixed Investment Trust - WHFIT

  98. Widow's Allowance

  99. Will

  100. Will Variation

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