Retirement Plan Terms

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  1. Retirement of Securities

  2. Retirement Planner

  3. Retirement Planning

  4. Retirement Readiness

  5. Returnment

  6. Reverse Morris Trust

  7. Reversionary Annuities

  8. Revocable Beneficiary

  9. Revocable Trust

  10. Revoked IRA

  11. Rollover

  12. Rollover IRA

  13. Roth 401(k)

  14. Roth IRA

  15. Roth IRA Conversion

  16. Roth Option

  17. Rule 72(t)

  18. Salary Reduction Simplified Employee Pension Plan - SARSEP

  19. Same Property Rule

  20. Saver's Tax Credit

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

  22. Savings Rate

  23. SBO-401(k)

  24. Secondary Beneficiary

  25. Securities Industry Regulatory Authority - SIRA

  26. Self-Directed IRA - SDIRA

  27. Self-Directed RRSP

  28. Separate Return

  29. Sequence Risk

  30. SIMPLE IRA

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

  32. Social Security

  33. Social Security Act

  34. Social Security Administration - SSA

  35. Social Security Benefits

  36. Social Security Number - SSN

  37. Social Security Tax

  38. Social Security Trust Fund

  39. Special Needs Trust

  40. Spending Phase

  41. Spousal Beneficiary Rollover

  42. Spousal IRA

  43. State Medicaid Program

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

  45. Statement Stuffer

  46. Stretch IRA

  47. Substantial Gainful Activity - SGA

  48. Substantially Equal Periodic Payment - SEPP

  49. Succession

  50. Superannuation

  51. Supplemental Executive Retirement Plan - SERP

  52. Supplemental Security Income - SSI

  53. Systematic Investment Plan - SIP

  54. Target-Benefit Plan

  55. Target-Date Fund

  56. Tax Shelter

  57. Tax-Deferred Savings Plan

  58. Tax-Free Savings Account - TFSA

  59. Tax-Sheltered Annuity

  60. Taxable Estate

  61. Taxable Wage Base

  62. Taxes

  63. Taxpayer

  64. Teacher Retirement System - TRS

  65. Term Certain Method

  66. Terminal Year

  67. Terminally Ill

  68. Testamentary Trust

  69. Testamentary Will

  70. The Government Pension Investment Fund (Japan)

  71. Three-Year Rule

  72. Thrift Savings Plan - TSP

  73. Through Fund

  74. To Fund

  75. Top Hat Plan

  76. Traditional IRA

  77. Transfer On Death - TOD

  78. Transfer Tax

  79. Triggering Event

  80. Trust

  81. Trust Company

  82. Trust Fund

  83. Trust Property

  84. Trust-Owned Life Insurance - TOLI

  85. Trustee

  86. Trustor

  87. Ultimogeniture

  88. Unconditional Vesting

  89. Underfunded Pension Plan

  90. Unemployment Compensation Amendment Of 1992

  91. Unfunded Pension Plan

  92. Uniform Gifts to Minors Act - UGMA

  93. Uniform Transfer Tax

  94. Uniform Transfers To Minors Act - UTMA

  95. Unit Benefit Formula

  96. Unit Benefit Plan

  97. Unit Trust - UT

  98. Variable Annuitization

  99. Variable Benefit Plan

  100. Vested Benefit Obligation - VBO

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