Definitions tagged as

IRA

  1. Annuity Ladder

  2. Bank Trust Custodial Account

  3. Basis

  4. Conduit IRA

  5. Credit For Qualified Retirement Savings Contribution

  6. Deferred Account

  7. Direct Rollover

  8. Disclosure Statement

  9. Early Withdrawal

  10. Education IRA

  11. Eligible Transfer

  12. Exempt Income

  13. Extended IRA

  14. Five-Year Rule

  15. Form 8606

  16. Gold IRA

  17. Guaranteed Minimum Pension - GMP

  18. Guardian IRA

  19. Heroes Earned Retirement Opportunities Act - HERO

  20. Indirect Rollover

  21. Individual Retirement Account - IRA

  22. Individual Retirement Annuity

  23. Inherited IRA

  24. Involuntary Cash-Out

  25. IRA Adoption Agreement And Plan Document

  26. IRA Asset Will

  27. IRA Plan

  28. IRA Rollover

  29. IRA Transfer

  30. IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE and Qualified ...

  31. IRS Publication 590: Individual Retirement Arrangements (IRAs)

  32. Modified Adjusted Gross Income - MAGI

  33. myRA

  34. Non-Qualified Distribution

  35. Nonperiodic Distribution

  36. Ordering Rules

  37. Phase Out

  38. Premature Distribution

  39. Primary Beneficiary

  40. Qualified Acquisition Cost

  41. Qualified Distribution

  42. Qualified Longevity Annuity Contract

  43. Qualified Trust

  44. Qualifying Annuity

  45. Recharacterization

  46. Reconversion

  47. Required Beginning Date - RBD

  48. Required Minimum Distribution - RMD

  49. Revoked IRA

  50. Rollover

  51. Rollover IRA

  52. Roth IRA

  53. Roth IRA Conversion

  54. Roth Option

  55. Rule 72(t)

  56. Same Property Rule

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

  58. Secondary Beneficiary

  59. See-Through Trust

  60. Self-Directed IRA - SDIRA

  61. Separate Return

  62. SIMPLE IRA

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

  64. Spousal IRA

  65. Statement Stuffer

  66. Stretch IRA

  67. Substantially Equal Periodic Payment - SEPP

  68. Term Certain Method

  69. Traditional IRA

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