Retirement Plan Terms

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  1. Retirement Money Market Account

  2. Retirement of Securities

  3. Retirement Planner

  4. Retirement Planning

  5. Retirement Readiness

  6. Returnment

  7. Reverse Morris Trust

  8. Reversionary Annuities

  9. Revocable Beneficiary

  10. Revocable Trust

  11. Revoked IRA

  12. Rollover

  13. Rollover IRA

  14. Roth 401(k)

  15. Roth IRA

  16. Roth IRA Conversion

  17. Roth Option

  18. Rule 72(t)

  19. Salary Reduction Simplified Employee Pension Plan - SARSEP

  20. Same Property Rule

  21. Saver's Tax Credit

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

  23. Savings Rate

  24. SBO-401(k)

  25. Secondary Beneficiary

  26. Securities Industry Regulatory Authority - SIRA

  27. Self-Directed IRA - SDIRA

  28. Self-Directed RRSP

  29. Self Invested Personal Pension (SIPP)

  30. Senior Move Manager

  31. Separate Return

  32. Sequence Risk

  33. SIMPLE IRA

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

  35. Social Security

  36. Social Security Act

  37. Social Security Administration - SSA

  38. Social Security Benefits

  39. Social Security Number - SSN

  40. Social Security Tax

  41. Social Security Trust Fund

  42. Special Needs Trust

  43. Spending Phase

  44. Spousal Beneficiary Rollover

  45. Spousal IRA

  46. State Medicaid Program

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

  48. Statement Stuffer

  49. Stretch IRA

  50. Substantial Gainful Activity - SGA

  51. Substantially Equal Periodic Payment - SEPP

  52. Succession

  53. Superannuation

  54. Supplemental Executive Retirement Plan - SERP

  55. Supplemental Security Income - SSI

  56. Systematic Investment Plan - SIP

  57. Target-Benefit Plan

  58. Target-Date Fund

  59. Tax-Deferred Savings Plan

  60. Tax-Free Savings Account - TFSA

  61. Tax-Sheltered Annuity

  62. Taxable Estate

  63. Taxable Wage Base

  64. Taxes

  65. Taxpayer

  66. Tax Shelter

  67. Teacher Retirement System - TRS

  68. Term Certain Method

  69. Terminally Ill

  70. Terminal Year

  71. Testamentary Trust

  72. Testamentary Will

  73. The Government Pension Investment Fund (Japan)

  74. Three-Year Rule

  75. Thrift Savings Plan - TSP

  76. Through Fund

  77. To Fund

  78. Top Hat Plan

  79. Traditional IRA

  80. Transfer On Death - TOD

  81. Transfer Tax

  82. Triggering Event

  83. Trust

  84. Trust-Owned Life Insurance - TOLI

  85. Trust Company

  86. Trustee

  87. Trust Fund

  88. Trustor

  89. Trust Property

  90. Ultimogeniture

  91. Unconditional Vesting

  92. Underfunded Pension Plan

  93. Unemployment Compensation Amendment Of 1992

  94. Unfunded Pension Plan

  95. Uniform Gifts to Minors Act - UGMA

  96. Uniform Transfers To Minors Act - UTMA

  97. Uniform Transfer Tax

  98. Unit Benefit Formula

  99. Unit Benefit Plan

  100. Unit Trust - UT

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