Definitions tagged as

Retirement

  1. Hardship Withdrawal

  2. Health Insurance Portability And Accountability Act - HIPAA

  3. Heir

  4. Heroes Earned Retirement Opportunities Act - HERO

  5. Holographic Will

  6. Home Buyers' Plan - HBP

  7. Immediate Beneficiary

  8. In-Service Withdrawal

  9. Incentive Trust

  10. Inchoate Interest

  11. Incidents Of Ownership

  12. Income In Respect Of A Decedent - IRD

  13. Income Splitting

  14. Income Spreading

  15. Independent 401(k)

  16. Indirect Rollover

  17. Individual Retirement Account - IRA

  18. Individual Retirement Annuity

  19. Inheritance

  20. Inheritance Tax

  21. Inherited IRA

  22. Inherited Stock

  23. Insurance Trust

  24. Integrated Pension Plan

  25. Intentionally Defective Grantor Trust - IDGT

  26. Inter-Vivos Trust

  27. Intestacy

  28. Intestate

  29. Investment Horizon

  30. Involuntary Cash-Out

  31. IRA Adoption Agreement And Plan Document

  32. IRA Asset Will

  33. IRA Plan

  34. IRA Rollover

  35. IRA Transfer

  36. Irrevocable Beneficiary

  37. Irrevocable Income-Only Trust - IIOT

  38. Irrevocable Trust

  39. IRS Publication 517 - Social Security And Other Information For Members Of The Clergy & Religious Workers

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

  41. IRS Publication 554

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

  43. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools And Certain Tax-Exempt Organizations

  44. IRS Publication 575

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

  46. IRS Publication 939

  47. Joint Owned Property

  48. Keogh Plan

  49. Kids In Parents' Pockets Eroding Retirement Savings - KIPPERS

  50. KSOP

  51. Land Trust

  52. Last Will And Testament

  53. Laughing Heir

  54. Legal List

  55. Legatee

  56. Letter of Intent - LOI

  57. Leveraged Benefits

  58. Liability Driven Investment - LDI

  59. Life Estate

  60. Life Expectancy

  61. Life Income Fund - LIF

  62. Life Insurance

  63. Life With Guaranteed Term

  64. Lifelong Learning Plan

  65. Living Trust

  66. Living Will

  67. Locked-In Retirement Account - LIRA

  68. Lump-Sum Distribution

  69. Marital Trust

  70. Master Trust

  71. Matching Contribution

  72. Matured RRSP

  73. Medicaid

  74. Medicare

  75. Medicare And Medicaid Fraud

  76. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  77. Medicare Doughnut Hole

  78. Medicare Hold Harmless Provision

  79. Medicare Part B Premiums

  80. Medicare Part D

  81. Medicare Supplementary Medical Insurance - SMI

  82. Medicare Wages

  83. Modified Adjusted Gross Income - MAGI

  84. Money-Purchase Pension Plan

  85. Money-Purchase Provisions

  86. Monthly Income Plan - MIP

  87. Municipal Investment Trust

  88. Mutual Will

  89. MyRA

  90. Naked Trust

  91. Named Beneficiary

  92. Named Fiduciary

  93. National Association Of Estate Planners And Councils - NAEPC

  94. National Insurance Contributions - NIC

  95. National Pensions Reserve Fund

  96. Needs Approach

  97. Net Unrealized Appreciation - NUA

  98. New Zealand Superannuation Fund

  99. Next Of Kin

  100. Non-Qualified Distribution

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