Retirement Plan Terms

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  1. Redeposit

  2. Registered Education Savings Plan - RESP

  3. Registered Pension Plan - RPP

  4. Registered Retirement Income Fund - RRIF

  5. Registered Retirement Savings Plan - RRSP

  6. Registered Retirement Savings Plan Contribution - RRSP Contribution

  7. Registered Retirement Savings Plan Deduction - RRSP Deduction

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

  9. Remainder Man

  10. Required Beginning Date - RBD

  11. Required Minimum Distribution - RMD

  12. Required Minimum Distribution Method

  13. Resolution Trust Corporation - RTC

  14. Retirement

  15. Retirement Contribution

  16. Retirement Income Certified Professional - RICP

  17. Retirement Income Fund - RIF

  18. Retirement Method of Depreciation

  19. Retirement Money Market Account

  20. Retirement of Securities

  21. Retirement Planner

  22. Retirement Planning

  23. Retirement Readiness

  24. Returnment

  25. Reverse Morris Trust

  26. Reverse Mortgage Financial Assessment

  27. Reverse Mortgage Net Principal Limit

  28. Reversionary Annuities

  29. Revocable Beneficiary

  30. Revocable Trust

  31. Revoked IRA

  32. Rollover

  33. Rollover IRA

  34. Roth 401(k)

  35. Roth IRA

  36. Roth IRA Conversion

  37. Roth Option

  38. Rule 72(t)

  39. Safe Withdrawal Rate (SWR) Method

  40. Salary Reduction Simplified Employee Pension Plan - SARSEP

  41. Same Property Rule

  42. Saver's Tax Credit

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

  44. Savings Rate

  45. SBO-401(k)

  46. Secondary Beneficiary

  47. Securities Industry Regulatory Authority - SIRA

  48. See-Through Trust

  49. Self-Directed IRA - SDIRA

  50. Self-Directed RRSP

  51. Self Invested Personal Pension (SIPP)

  52. Senior Move Manager

  53. Separate Return

  54. Sequence Risk

  55. Settlor

  56. SIMPLE IRA

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

  58. Skilled Nursing Facility

  59. Social Security

  60. Social Security Act

  61. Social Security Administration - SSA

  62. Social Security Benefits

  63. Social Security Number - SSN

  64. Social Security Tax

  65. Social Security Trust Fund

  66. Special Needs Trust

  67. Spending Phase

  68. Spousal Beneficiary Rollover

  69. Spousal IRA

  70. State Medicaid Program

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

  72. Statement Stuffer

  73. Stretch IRA

  74. Substantial Gainful Activity - SGA

  75. Substantially Equal Periodic Payment - SEPP

  76. Succession

  77. Superannuation

  78. Supplemental Executive Retirement Plan - SERP

  79. Supplemental Security Income - SSI

  80. Systematic Investment Plan - SIP

  81. Target-Benefit Plan

  82. Target-Date Fund

  83. Tax-Deferred Savings Plan

  84. Tax-Free Savings Account - TFSA

  85. Tax-Sheltered Annuity

  86. Taxable Estate

  87. Taxable Wage Base

  88. Taxes

  89. Taxpayer

  90. Tax Shelter

  91. Teacher Retirement System - TRS

  92. Tenure Payment Plan

  93. Term Certain Method

  94. Terminally Ill

  95. Terminal Year

  96. Term Payment Plan

  97. Testamentary Trust

  98. Testamentary Will

  99. The Government Pension Investment Fund (Japan)

  100. Three-Year Rule

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