Retirement Plan Terms

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  1. Retirement Income Fund - RIF

  2. Retirement Method of Depreciation

  3. Retirement Money Market Account

  4. Retirement of Securities

  5. Retirement Planner

  6. Retirement Planning

  7. Retirement Readiness

  8. Returnment

  9. Reverse Morris Trust

  10. Reversionary Annuities

  11. Revocable Beneficiary

  12. Revocable Trust

  13. Revoked IRA

  14. Rollover

  15. Rollover IRA

  16. Roth 401(k)

  17. Roth IRA

  18. Roth IRA Conversion

  19. Roth Option

  20. Rule 72(t)

  21. Salary Reduction Simplified Employee Pension Plan - SARSEP

  22. Same Property Rule

  23. Saver's Tax Credit

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

  25. Savings Rate

  26. SBO-401(k)

  27. Secondary Beneficiary

  28. Securities Industry Regulatory Authority - SIRA

  29. Self-Directed IRA - SDIRA

  30. Self-Directed RRSP

  31. Self Invested Personal Pension (SIPP)

  32. Senior Move Manager

  33. Separate Return

  34. Sequence Risk

  35. SIMPLE IRA

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

  37. Social Security

  38. Social Security Act

  39. Social Security Administration - SSA

  40. Social Security Benefits

  41. Social Security Number - SSN

  42. Social Security Tax

  43. Social Security Trust Fund

  44. Special Needs Trust

  45. Spending Phase

  46. Spousal Beneficiary Rollover

  47. Spousal IRA

  48. State Medicaid Program

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

  50. Statement Stuffer

  51. Stretch IRA

  52. Substantial Gainful Activity - SGA

  53. Substantially Equal Periodic Payment - SEPP

  54. Succession

  55. Superannuation

  56. Supplemental Executive Retirement Plan - SERP

  57. Supplemental Security Income - SSI

  58. Systematic Investment Plan - SIP

  59. Target-Benefit Plan

  60. Target-Date Fund

  61. Tax-Deferred Savings Plan

  62. Tax-Free Savings Account - TFSA

  63. Tax-Sheltered Annuity

  64. Taxable Estate

  65. Taxable Wage Base

  66. Taxes

  67. Taxpayer

  68. Tax Shelter

  69. Teacher Retirement System - TRS

  70. Term Certain Method

  71. Terminally Ill

  72. Terminal Year

  73. Testamentary Trust

  74. Testamentary Will

  75. The Government Pension Investment Fund (Japan)

  76. Three-Year Rule

  77. Thrift Savings Plan - TSP

  78. Through Fund

  79. To Fund

  80. Top Hat Plan

  81. Traditional IRA

  82. Transfer On Death - TOD

  83. Transfer Tax

  84. Triggering Event

  85. Trust

  86. Trust-Owned Life Insurance - TOLI

  87. Trust Company

  88. Trustee

  89. Trust Fund

  90. Trustor

  91. Trust Property

  92. Ultimogeniture

  93. Unconditional Vesting

  94. Underfunded Pension Plan

  95. Unemployment Compensation Amendment Of 1992

  96. Unfunded Pension Plan

  97. Uniform Gifts to Minors Act - UGMA

  98. Uniform Transfers To Minors Act - UTMA

  99. Uniform Transfer Tax

  100. Unit Benefit Formula

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