Retirement Plan Terms

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  1. Registered Education Savings Plan - RESP

  2. Registered Pension Plan - RPP

  3. Registered Retirement Income Fund - RRIF

  4. Registered Retirement Savings Plan - RRSP

  5. Registered Retirement Savings Plan Contribution - RRSP Contribution

  6. Registered Retirement Savings Plan Deduction - RRSP Deduction

  7. Registered Retirement Savings Plan Deduction Limit - RRSP Deduction Limit

  8. Remainder Man

  9. Required Beginning Date - RBD

  10. Required Minimum Distribution - RMD

  11. Required Minimum Distribution Method

  12. Resolution Trust Corporation - RTC

  13. Retirement

  14. Retirement Contribution

  15. Retirement Income Certified Professional - RICP

  16. Retirement Income Fund - RIF

  17. Retirement Method of Depreciation

  18. Retirement Money Market Account

  19. Retirement of Securities

  20. Retirement Planner

  21. Retirement Planning

  22. Retirement Readiness

  23. Returnment

  24. Reverse Morris Trust

  25. Reverse Mortgage Financial Assessment

  26. Reverse Mortgage Net Principal Limit

  27. Reversionary Annuities

  28. Revocable Beneficiary

  29. Revocable Trust

  30. Revoked IRA

  31. Rollover

  32. Rollover IRA

  33. Roth 401(k)

  34. Roth IRA

  35. Roth IRA Conversion

  36. Roth Option

  37. Rule 72(t)

  38. Safe Withdrawal Rate (SWR) Method

  39. Salary Reduction Simplified Employee Pension Plan - SARSEP

  40. Same Property Rule

  41. Saver's Tax Credit

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

  43. Savings Rate

  44. SBO-401(k)

  45. Secondary Beneficiary

  46. Securities Industry Regulatory Authority - SIRA

  47. See-Through Trust

  48. Self-Directed IRA - SDIRA

  49. Self-Directed RRSP

  50. Self Invested Personal Pension (SIPP)

  51. Senior Move Manager

  52. Separate Return

  53. Sequence Risk

  54. Settlor

  55. SIMPLE IRA

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

  57. Skilled Nursing Facility

  58. Social Security

  59. Social Security Act

  60. Social Security Administration - SSA

  61. Social Security Benefits

  62. Social Security Number - SSN

  63. Social Security Tax

  64. Social Security Trust Fund

  65. Special Needs Trust

  66. Spending Phase

  67. Spousal Beneficiary Rollover

  68. Spousal IRA

  69. State Medicaid Program

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

  71. Statement Stuffer

  72. Stretch IRA

  73. Substantial Gainful Activity - SGA

  74. Substantially Equal Periodic Payment - SEPP

  75. Succession

  76. Superannuation

  77. Supplemental Executive Retirement Plan - SERP

  78. Supplemental Security Income - SSI

  79. Systematic Investment Plan - SIP

  80. Target-Benefit Plan

  81. Target-Date Fund

  82. Tax-Deferred Savings Plan

  83. Tax-Free Savings Account - TFSA

  84. Tax-Sheltered Annuity

  85. Taxable Estate

  86. Taxable Wage Base

  87. Taxes

  88. Taxpayer

  89. Tax Shelter

  90. Teacher Retirement System - TRS

  91. Tenure Payment Plan

  92. Term Certain Method

  93. Terminally Ill

  94. Terminal Year

  95. Term Payment Plan

  96. Testamentary Trust

  97. Testamentary Will

  98. The Government Pension Investment Fund (Japan)

  99. Three-Year Rule

  100. Thrift Savings Plan - TSP

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