Retirement Plan Terms

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  1. Resolution Trust Corporation - RTC

  2. Retirement

  3. Retirement Contribution

  4. Retirement Income Certified Professional - RICP

  5. Retirement Income Fund - RIF

  6. Retirement Method of Depreciation

  7. Retirement Money Market Account

  8. Retirement of Securities

  9. Retirement Planner

  10. Retirement Planning

  11. Retirement Readiness

  12. Returnment

  13. Reverse Morris Trust

  14. Reversionary Annuities

  15. Revocable Beneficiary

  16. Revocable Trust

  17. Revoked IRA

  18. Rollover

  19. Rollover IRA

  20. Roth 401(k)

  21. Roth IRA

  22. Roth IRA Conversion

  23. Roth Option

  24. Rule 72(t)

  25. Salary Reduction Simplified Employee Pension Plan - SARSEP

  26. Same Property Rule

  27. Saver's Tax Credit

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

  29. Savings Rate

  30. SBO-401(k)

  31. Secondary Beneficiary

  32. Securities Industry Regulatory Authority - SIRA

  33. See-Through Trust

  34. Self-Directed IRA - SDIRA

  35. Self-Directed RRSP

  36. Self Invested Personal Pension (SIPP)

  37. Senior Move Manager

  38. Separate Return

  39. Sequence Risk

  40. Settlor

  41. SIMPLE IRA

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

  43. Social Security

  44. Social Security Act

  45. Social Security Administration - SSA

  46. Social Security Benefits

  47. Social Security Number - SSN

  48. Social Security Tax

  49. Social Security Trust Fund

  50. Special Needs Trust

  51. Spending Phase

  52. Spousal Beneficiary Rollover

  53. Spousal IRA

  54. State Medicaid Program

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

  56. Statement Stuffer

  57. Stretch IRA

  58. Substantial Gainful Activity - SGA

  59. Substantially Equal Periodic Payment - SEPP

  60. Succession

  61. Superannuation

  62. Supplemental Executive Retirement Plan - SERP

  63. Supplemental Security Income - SSI

  64. Systematic Investment Plan - SIP

  65. Target-Benefit Plan

  66. Target-Date Fund

  67. Tax-Deferred Savings Plan

  68. Tax-Free Savings Account - TFSA

  69. Tax-Sheltered Annuity

  70. Taxable Estate

  71. Taxable Wage Base

  72. Taxes

  73. Taxpayer

  74. Tax Shelter

  75. Teacher Retirement System - TRS

  76. Term Certain Method

  77. Terminally Ill

  78. Terminal Year

  79. Testamentary Trust

  80. Testamentary Will

  81. The Government Pension Investment Fund (Japan)

  82. Three-Year Rule

  83. Thrift Savings Plan - TSP

  84. Through Fund

  85. To Fund

  86. Top Hat Plan

  87. Traditional IRA

  88. Transfer On Death - TOD

  89. Transfer Tax

  90. Triggering Event

  91. Trust

  92. Trust-Owned Life Insurance - TOLI

  93. Trust Company

  94. Trustee

  95. Trust Fund

  96. Trustor

  97. Trust Property

  98. Ultimogeniture

  99. Unconditional Vesting

  100. Underfunded Pension Plan

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