Retirement Plan Terms

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  1. Required Beginning Date - RBD

  2. Required Minimum Distribution - RMD

  3. Required Minimum Distribution Method

  4. Resolution Trust Corporation - RTC

  5. Retirement

  6. Retirement Contribution

  7. Retirement Income Certified Professional - RICP

  8. Retirement Income Fund - RIF

  9. Retirement Method of Depreciation

  10. Retirement Money Market Account

  11. Retirement of Securities

  12. Retirement Planner

  13. Retirement Planning

  14. Retirement Readiness

  15. Returnment

  16. Reverse Morris Trust

  17. Reversionary Annuities

  18. Revocable Beneficiary

  19. Revocable Trust

  20. Revoked IRA

  21. Rollover

  22. Rollover IRA

  23. Roth 401(k)

  24. Roth IRA

  25. Roth IRA Conversion

  26. Roth Option

  27. Rule 72(t)

  28. Safe Withdrawal Rate (SWR) Method

  29. Salary Reduction Simplified Employee Pension Plan - SARSEP

  30. Same Property Rule

  31. Saver's Tax Credit

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

  33. Savings Rate

  34. SBO-401(k)

  35. Secondary Beneficiary

  36. Securities Industry Regulatory Authority - SIRA

  37. See-Through Trust

  38. Self-Directed IRA - SDIRA

  39. Self-Directed RRSP

  40. Self Invested Personal Pension (SIPP)

  41. Senior Move Manager

  42. Separate Return

  43. Sequence Risk

  44. Settlor

  45. SIMPLE IRA

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

  47. Social Security

  48. Social Security Act

  49. Social Security Administration - SSA

  50. Social Security Benefits

  51. Social Security Number - SSN

  52. Social Security Tax

  53. Social Security Trust Fund

  54. Special Needs Trust

  55. Spending Phase

  56. Spousal Beneficiary Rollover

  57. Spousal IRA

  58. State Medicaid Program

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

  60. Statement Stuffer

  61. Stretch IRA

  62. Substantial Gainful Activity - SGA

  63. Substantially Equal Periodic Payment - SEPP

  64. Succession

  65. Superannuation

  66. Supplemental Executive Retirement Plan - SERP

  67. Supplemental Security Income - SSI

  68. Systematic Investment Plan - SIP

  69. Target-Benefit Plan

  70. Target-Date Fund

  71. Tax-Deferred Savings Plan

  72. Tax-Free Savings Account - TFSA

  73. Tax-Sheltered Annuity

  74. Taxable Estate

  75. Taxable Wage Base

  76. Taxes

  77. Taxpayer

  78. Tax Shelter

  79. Teacher Retirement System - TRS

  80. Term Certain Method

  81. Terminally Ill

  82. Terminal Year

  83. Testamentary Trust

  84. Testamentary Will

  85. The Government Pension Investment Fund (Japan)

  86. Three-Year Rule

  87. Thrift Savings Plan - TSP

  88. Through Fund

  89. To Fund

  90. Top Hat Plan

  91. Traditional IRA

  92. Transfer On Death - TOD

  93. Transfer Tax

  94. Triggering Event

  95. Trust

  96. Trust-Owned Life Insurance - TOLI

  97. Trust Company

  98. Trustee

  99. Trust Fund

  100. Trustor

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