Retirement Plan Terms

  1. Retirement Readiness

  2. Returnment

  3. Reverse Morris Trust

  4. Reversionary Annuities

  5. Revocable Beneficiary

  6. Revocable Trust

  7. Revoked IRA

  8. Rollover

  9. Rollover IRA

  10. Roth 401(k)

  11. Roth IRA

  12. Roth IRA Conversion

  13. Roth Option

  14. Rule 72(t)

  15. Salary Reduction Simplified Employee Pension Plan - SARSEP

  16. Same Property Rule

  17. Saver's Tax Credit

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

  19. Savings Rate

  20. SBO-401(k)

  21. Secondary Beneficiary

  22. Securities Industry Regulatory Authority - SIRA

  23. Self-Directed IRA - SDIRA

  24. Self-Directed RRSP

  25. Separate Return

  26. Sequence Risk

  27. SIMPLE IRA

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

  29. Social Security

  30. Social Security Act

  31. Social Security Administration - SSA

  32. Social Security Benefits

  33. Social Security Number - SSN

  34. Social Security Tax

  35. Social Security Trust Fund

  36. Special Needs Trust

  37. Spending Phase

  38. Spousal Beneficiary Rollover

  39. Spousal IRA

  40. State Medicaid Program

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

  42. Statement Stuffer

  43. Stretch IRA

  44. Substantial Gainful Activity - SGA

  45. Substantially Equal Periodic Payment - SEPP

  46. Succession

  47. Superannuation

  48. Supplemental Executive Retirement Plan - SERP

  49. Supplemental Security Income - SSI

  50. Systematic Investment Plan - SIP

  51. Target-Benefit Plan

  52. Target-Date Fund

  53. Tax Shelter

  54. Tax-Deferred Savings Plan

  55. Tax-Free Savings Account - TFSA

  56. Tax-Sheltered Annuity

  57. Taxable Estate

  58. Taxable Wage Base

  59. Taxes

  60. Taxpayer

  61. Teacher Retirement System - TRS

  62. Term Certain Method

  63. Terminal Year

  64. Terminally Ill

  65. Testamentary Trust

  66. Testamentary Will

  67. The Government Pension Investment Fund (Japan)

  68. Three-Year Rule

  69. Thrift Savings Plan - TSP

  70. Through Fund

  71. To Fund

  72. Top Hat Plan

  73. Traditional IRA

  74. Transfer On Death - TOD

  75. Transfer Tax

  76. Triggering Event

  77. Trust

  78. Trust Company

  79. Trust Fund

  80. Trust Property

  81. Trust-Owned Life Insurance - TOLI

  82. Trustee

  83. Trustor

  84. Ultimogeniture

  85. Unconditional Vesting

  86. Underfunded Pension Plan

  87. Unemployment Compensation Amendment Of 1992

  88. Unfunded Pension Plan

  89. Uniform Gifts to Minors Act - UGMA

  90. Uniform Transfer Tax

  91. Uniform Transfers To Minors Act - UTMA

  92. Unit Benefit Formula

  93. Unit Benefit Plan

  94. Unit Trust - UT

  95. Variable Benefit Plan

  96. Vested Benefit Obligation - VBO

  97. Vested Interest

  98. Volume Weighted Average Price - VWAP

  99. Voluntary Bankruptcy

  100. Voluntary Employees Beneficiary Association Plan - VEBA

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