Definitions tagged as

Retirement

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

  2. Year's Maximum Pensionable Earnings - YMPE

  3. Chartered Retirement Plans Specialist (CRPS)

  4. Designated Roth Account

  5. Fully Funded

  6. Purchased Service

  7. Chartered Retirement Planning Counselor - CRPC

  8. Life Income Fund - LIF

  9. Pension Option

  10. Pensionable Service

  11. Voluntary Bankruptcy

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

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

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

  15. Canadian Royalty Trust - CANROY

  16. Charitable Gift Life Insurance

  17. Guaranteed Minimum Pension - GMP

  18. Widow's Allowance

  19. Self-Directed IRA - SDIRA

  20. Overfunded Pension Plan

  21. Underfunded Pension Plan

  22. IRS Publication 536 - Net Operating Losses For Individuals, Estates, And Trusts

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

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

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

  26. Wealth Tax

  27. Charitable Gift Annuity

  28. IRS Publication 517 - Social Security And Other Information For Members Of The Clergy ...

  29. IRS Publication 575

  30. IRS Publication 939

  31. IRS Publication 554

  32. Waiver Of Notice

  33. Withdrawal Penalty

  34. Voluntary Trust

  35. National Pensions Reserve Fund

  36. Permanent Wyoming Mineral Trust Fund - PWMTF

  37. New Zealand Superannuation Fund

  38. Roth Option

  39. Personal Financial Advisor

  40. Ontario Teachers' Pension Plan Board - OTPPB

  41. Deferred Payment Annuity

  42. Government Pension Fund (Norway)

  43. The Government Pension Investment Fund (Japan)

  44. Trust Fund

  45. DB(k) Plan

  46. Named Fiduciary

  47. Top Hat Plan

  48. Social Security Act

  49. Financial Advisor

  50. Benefit Allocation Method

  51. Beneficiary Clause

  52. Beneficiary Of Trust

  53. Phase Out

  54. Graduated Vesting

  55. Qualified Reservist

  56. Declaration Of Trust

  57. Inchoate Interest

  58. Medicare Part B Premiums

  59. Decedent

  60. Required Minimum Distribution Method

  61. Life Estate

  62. Fixed Amortization Method

  63. Grantor Trust Rules

  64. Retirement

  65. Adjusted Gross Estate

  66. Bypass Trust

  67. Annual Exclusion

  68. Determination Letter

  69. Direct Transfer

  70. Cash Or Deferred Arrangement - CODA

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

  72. Social Security Tax

  73. Federal Tax Lien

  74. Municipal Investment Trust

  75. Overwithholding

  76. Qualifying Annuity

  77. Taxable Wage Base

  78. Irrevocable Income-Only Trust - IIOT

  79. Retirement Contribution

  80. Form 8606

  81. Accumulated Income Payments - AIP

  82. Social Security Benefits

  83. Gifted Stock

  84. Inherited Stock

  85. 5 By 5 Power In Trust

  86. Clifford Trust

  87. Codicil

  88. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  89. Statement Stuffer

  90. Fixed Annuitization Method

  91. Personal Trust

  92. Notice To Creditors

  93. Annuity Ladder

  94. Mutual Will

  95. Naked Trust

  96. Final Return For Decedent

  97. Next Of Kin

  98. Chartered Trust And Estate Planner

  99. National Association Of Estate Planners And Councils - NAEPC

  100. Actuarial Science

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