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. Senior Move Manager

  29. Separate Return

  30. Sequence Risk

  31. SIMPLE IRA

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

  33. Social Security

  34. Social Security Act

  35. Social Security Administration - SSA

  36. Social Security Benefits

  37. Social Security Number - SSN

  38. Social Security Tax

  39. Social Security Trust Fund

  40. Special Needs Trust

  41. Spending Phase

  42. Spousal Beneficiary Rollover

  43. Spousal IRA

  44. State Medicaid Program

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

  46. Statement Stuffer

  47. Stretch IRA

  48. Substantial Gainful Activity - SGA

  49. Substantially Equal Periodic Payment - SEPP

  50. Succession

  51. Superannuation

  52. Supplemental Executive Retirement Plan - SERP

  53. Supplemental Security Income - SSI

  54. Systematic Investment Plan - SIP

  55. Target-Benefit Plan

  56. Target-Date Fund

  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. Tax Shelter

  65. Teacher Retirement System - TRS

  66. Term Certain Method

  67. Terminally Ill

  68. Terminal Year

  69. Testamentary Trust

  70. Testamentary Will

  71. The Government Pension Investment Fund (Japan)

  72. Three-Year Rule

  73. Thrift Savings Plan - TSP

  74. Through Fund

  75. To Fund

  76. Top Hat Plan

  77. Traditional IRA

  78. Transfer On Death - TOD

  79. Transfer Tax

  80. Triggering Event

  81. Trust

  82. Trust-Owned Life Insurance - TOLI

  83. Trust Company

  84. Trustee

  85. Trust Fund

  86. Trustor

  87. Trust Property

  88. Ultimogeniture

  89. Unconditional Vesting

  90. Underfunded Pension Plan

  91. Unemployment Compensation Amendment Of 1992

  92. Unfunded Pension Plan

  93. Uniform Gifts to Minors Act - UGMA

  94. Uniform Transfers To Minors Act - UTMA

  95. Uniform Transfer Tax

  96. Unit Benefit Formula

  97. Unit Benefit Plan

  98. Unit Trust - UT

  99. Variable Annuitization

  100. Variable Benefit Plan

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