Definitions tagged as

Retirement

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  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. Eligible Transfer

  27. Employee Retirement Income Security Act - ERISA

  28. Employee Savings Plan

  29. Employee Trust

  30. Employer-Sponsored Plan

  31. Encore Career

  32. Entrance Fee

  33. Escheat

  34. Estate

  35. Estate Freeze

  36. Estate Planning

  37. Estate Tax

  38. Excess Accumulation Penalty

  39. Excess Employer Withholding

  40. Executor

  41. Executrix

  42. Exempt Income

  43. Exemption Trust

  44. Exordium Clause

  45. Extended IRA

  46. Family Limited Partnership - FLP

  47. Federal Employee Retirement System - FERS

  48. Federal Insurance Contributions Act - FICA

  49. Federal Tax Lien

  50. Fiduciary

  51. Fiduciary Abuse

  52. Fiduciary Fraud

  53. Fiduciary Negligence

  54. Final Return For Decedent

  55. Financial Advisor

  56. Financial Planner

  57. Five-Year Rule

  58. Fixed Amortization Method

  59. Fixed Annuitization Method

  60. Flat Benefit Formula

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

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

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

  64. Form 8606

  65. Form 8891

  66. Forward Averaging

  67. Four Percent Rule

  68. Front-End Load

  69. Fully Funded

  70. Fully Vested

  71. Funded Status

  72. Generation-Skipping Transfer Tax - GSTT

  73. Generation-Skipping Trust

  74. Gift

  75. Gift Causa Mortis

  76. Gift In Trust

  77. Gift Inter Vivos

  78. Gift Letter

  79. Gift Splitting

  80. Gift Tax

  81. Gift Tax Return

  82. Gifted Stock

  83. Gifting Phase

  84. Gold IRA

  85. Government Pension Fund (Norway)

  86. Government-Sponsored Retirement Arrangement - GSRA

  87. Graded Vesting

  88. Graduated Vesting

  89. Grant Deed

  90. Grantor Retained Annuity Trust - GRAT

  91. Grantor Trust Rules

  92. Gross Estate

  93. Group Carve-Out Plan

  94. Group-Home Care

  95. Guarantee Company

  96. Guaranteed Lifetime Withdrawal Benefit - GLWB

  97. Guaranteed Minimum Pension - GMP

  98. Guaranteed Minimum Withdrawal Benefit - GMWB

  99. Guardian IRA

  100. GUST Restatement

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