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. Guaranteed Minimum Pension - GMP

  17. Guardian IRA

  18. Heroes Earned Retirement Opportunities Act - HERO

  19. Indirect Rollover

  20. Individual Retirement Account - IRA

  21. Individual Retirement Annuity

  22. Inherited IRA

  23. Involuntary Cash-Out

  24. IRA Adoption Agreement And Plan Document

  25. IRA Asset Will

  26. IRA Plan

  27. IRA Rollover

  28. IRA Transfer

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

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

  31. Modified Adjusted Gross Income - MAGI

  32. Non-Qualified Distribution

  33. Nonperiodic Distribution

  34. Ordering Rules

  35. Phase Out

  36. Premature Distribution

  37. Primary Beneficiary

  38. Qualified Acquisition Cost

  39. Qualified Distribution

  40. Qualified Trust

  41. Qualifying Annuity

  42. Recharacterization

  43. Reconversion

  44. Required Beginning Date - RBD

  45. Required Minimum Distribution - RMD

  46. Revoked IRA

  47. Rollover

  48. Rollover IRA

  49. Roth IRA

  50. Roth IRA Conversion

  51. Roth Option

  52. Rule 72(t)

  53. Same Property Rule

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

  55. Secondary Beneficiary

  56. Self-Directed IRA - SDIRA

  57. Separate Return

  58. SIMPLE IRA

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

  60. Spousal IRA

  61. Statement Stuffer

  62. Stretch IRA

  63. Substantially Equal Periodic Payment - SEPP

  64. Term Certain Method

  65. Traditional IRA

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