Definitions tagged as

Retirement

  1. Deferred Account

  2. Deferred Payment Annuity

  3. Defined-Benefit Plan

  4. Defined-Contribution Plan

  5. Designated Beneficiary

  6. Designated Roth Account

  7. Determination Letter

  8. Direct Rollover

  9. Direct Transfer

  10. Disability Insurance

  11. Disability Insurance Trust Fund

  12. Disclaimer Trust

  13. Disclosure Statement

  14. Discretionary Beneficiary

  15. Distribution In Kind

  16. Do-Over Option

  17. Donee Beneficiary

  18. Double Advantage Safe Harbor 401(k) - DASH 401(k)

  19. Drawdown Percentage

  20. Dynasty Trust

  21. Early Withdrawal

  22. Education IRA

  23. Elective-Deferral Contribution

  24. Eligible Automatic Contribution Arrangements - EACAs

  25. Eligible Rollover Distribution

  26. Employee Retirement Income Security Act - ERISA

  27. Employee Savings Plan

  28. Employee Trust

  29. Employer-Sponsored Plan

  30. Encore Career

  31. Entrance Fee

  32. Escheat

  33. Estate

  34. Estate Freeze

  35. Estate Planning

  36. Estate Tax

  37. Excess Accumulation Penalty

  38. Excess Employer Withholding

  39. Executor

  40. Executrix

  41. Exempt Income

  42. Exemption Trust

  43. Exordium Clause

  44. Extended IRA

  45. Family Limited Partnership - FLP

  46. Federal Employee Retirement System - FERS

  47. Federal Insurance Contributions Act - FICA

  48. Federal Tax Lien

  49. Fiduciary

  50. Fiduciary Abuse

  51. Fiduciary Fraud

  52. Fiduciary Negligence

  53. Final Return For Decedent

  54. Financial Advisor

  55. Financial Planner

  56. Five-Year Rule

  57. Fixed Amortization Method

  58. Fixed Annuitization Method

  59. Flat Benefit Formula

  60. Form 706-GS(D): Generation-Skipping Transfer Tax Return For Distributions

  61. Form 706-NA: United States Estate (And Generation-Skipping Transfer) Tax Return

  62. Form 706: United States Estate (And Generation-Skipping Transfer) Tax Return

  63. Form 8606

  64. Form 8891

  65. Forward Averaging

  66. Four Percent Rule

  67. Front-End Load

  68. Fully Funded

  69. Fully Vested

  70. Funded Status

  71. Generation-Skipping Transfer Tax - GSTT

  72. Generation-Skipping Trust

  73. Gift

  74. Gift Causa Mortis

  75. Gift In Trust

  76. Gift Inter Vivos

  77. Gift Letter

  78. Gift Splitting

  79. Gift Tax

  80. Gift Tax Return

  81. Gifted Stock

  82. Gifting Phase

  83. Government Pension Fund (Norway)

  84. Government-Sponsored Retirement Arrangement - GSRA

  85. Graded Vesting

  86. Graduated Vesting

  87. Grant Deed

  88. Grantor Retained Annuity Trust - GRAT

  89. Grantor Trust Rules

  90. Gross Estate

  91. Group Carve-Out Plan

  92. Group-Home Care

  93. Guarantee Company

  94. Guaranteed Lifetime Withdrawal Benefit - GLWB

  95. Guaranteed Minimum Pension - GMP

  96. Guaranteed Minimum Withdrawal Benefit - GMWB

  97. Guardian IRA

  98. GUST Restatement

  99. Halloween Massacre

  100. Hardship Withdrawal

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