Definitions tagged as

Annuity

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  1. Surrender Period

  2. Annual Crediting Cap

  3. Interest-Crediting Methods

  4. Variable Annuitization

  5. Equivalent Annual Annuity Approach - EAA

  6. Distribution Yield

  7. Annuity Certain

  8. Annuity In Advance

  9. Cash Refund Annuity

  10. Annuity Consideration

  11. Valuation Period

  12. Years Certain Annuity

  13. Lifetime Payout Annuity

  14. Whole Life Annuity Due

  15. Whole Life Annuity

  16. 90-Age Formula

  17. Lump-Sum Payment

  18. Life Expectancy Method

  19. Certain And Continuous

  20. Qualified Annuity

  21. Annuity In Arrears

  22. Annuity Method Of Depreciation

  23. Life Income Fund - LIF

  24. Pension Option

  25. Delayed Annuity

  26. Delayed Perpetuity

  27. Investment Product

  28. Wraparound Annuity

  29. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of ...

  30. Charitable Remainder Annuity Trust

  31. Charitable Gift Annuity

  32. IRS Publication 575

  33. IRS Publication 939

  34. Deferred Payment Annuity

  35. Annuity Table

  36. Beneficiary Clause

  37. Tax-Advantaged

  38. Single-Premium Deferred Annuity - SPDA

  39. Qualifying Annuity

  40. Commissioners' Annuity Reserve Valuation Method - CARVM

  41. Commutation

  42. Fixed Annuitization Method

  43. Annuity Factor Method

  44. Annuity Ladder

  45. No-Load Annuity

  46. Investment In The Contract

  47. Advance Funding

  48. Ad Infinitum

  49. Form 8891

  50. SEC Form N-3

  51. SEC Form N-4

  52. Reversionary Annuities

  53. Surrender Rights

  54. Future Value Of An Annuity

  55. Present Value Of An Annuity

  56. 401(a) Plan

  57. Present Value Interest Factor Of Annuity - PVIFA

  58. Allocated Funding Instrument

  59. 403(b) Plan

  60. 412(i) Plan

  61. Accumulation Period

  62. Accumulation Phase

  63. Accumulation Unit

  64. Annuitant

  65. Annuitization

  66. Annuitization Method

  67. Annuitization Phase

  68. Annuity

  69. Annuity Contract

  70. Annuity Due

  71. Annuity Unit

  72. Assumed Interest Rate - AIR

  73. Cash Surrender Value

  74. Certified Annuity Specialist - CAS

  75. Current Income

  76. Deferred Annuity

  77. Deferred Load

  78. Discounting

  79. Equity-Linked Security - ELKS

  80. Exclusion Ratio

  81. Exit Fee

  82. Fixed Annuity

  83. Form 1099-R

  84. Grantor Retained Annuity Trust - GRAT

  85. Guaranteed Death Benefit

  86. Guaranteed Earning Increase Death Benefit

  87. Guaranteed Lifetime Withdrawal Benefit - GLWB

  88. Guaranteed Minimum Accumulation Benefit - GMAB

  89. Guaranteed Minimum Income Benefit - GMIB

  90. Guaranteed Minimum Withdrawal Benefit - GMWB

  91. Hybrid Annuity

  92. Immediate Payment Annuity

  93. Income Annuity

  94. Indexed Annuity

  95. Individual Retirement Annuity

  96. Inflation-Protected Annuity - IPA

  97. Investment Vehicle

  98. Joint

  99. Joint And Survivor Annuity

  100. Joint Life With Last Survivor Annuity

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