Definitions tagged as

Retirement

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  1. Death Benefit

  2. Death Master File (DMF)

  3. Death Taxes

  4. Decedent

  5. Decedent (IRD) Deduction

  6. Declaration Of Trust

  7. Deferred Account

  8. Deferred Payment Annuity

  9. Defined-Benefit Plan

  10. Defined-Contribution Plan

  11. Designated Beneficiary

  12. Designated Roth Account

  13. Determination Letter

  14. Direct Rollover

  15. Direct Transfer

  16. Disability Insurance

  17. Disability Insurance Trust Fund

  18. Disclaimer Trust

  19. Disclosure Statement

  20. Discretionary Beneficiary

  21. Distribution In Kind

  22. Do-Over Option

  23. Donee Beneficiary

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

  25. Drawdown Percentage

  26. Dynamic Updating

  27. Dynasty Trust

  28. Early Withdrawal

  29. Education IRA

  30. Elder Care

  31. Elective-Deferral Contribution

  32. Eligible Automatic Contribution Arrangements - EACAs

  33. Eligible Rollover Distribution

  34. Eligible Transfer

  35. Employee Retirement Income Security Act - ERISA

  36. Employee Savings Plan

  37. Employee Trust

  38. Employer-Sponsored Plan

  39. Encore Career

  40. Entrance Fee

  41. Escheat

  42. Estate

  43. Estate Freeze

  44. Estate Planning

  45. Estate Tax

  46. Excess Accumulation Penalty

  47. Excess Employer Withholding

  48. Exchange-Traded Commodity (ETC)

  49. Executor

  50. Executrix

  51. Exempt Income

  52. Exemption Trust

  53. Exordium Clause

  54. Extended IRA

  55. Family Limited Partnership - FLP

  56. Federal Budget

  57. Federal Employee Retirement System - FERS

  58. Federal Insurance Contributions Act - FICA

  59. Federal Tax Lien

  60. Fiduciary

  61. Fiduciary Abuse

  62. Fiduciary Fraud

  63. Fiduciary Negligence

  64. File and Suspend

  65. Final Return For Decedent

  66. Financial Advisor

  67. Financial Planner

  68. Five-Year Rule

  69. Fixed Amortization Method

  70. Fixed Annuitization Method

  71. Flat Benefit Formula

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

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

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

  75. Form 8606

  76. Form 8891

  77. Forward Averaging

  78. Four Percent Rule

  79. Front-End Load

  80. Fully Funded

  81. Fully Vested

  82. Funded Status

  83. Generation-Skipping Transfer Tax - GSTT

  84. Generation-Skipping Trust

  85. Gift

  86. Gift Causa Mortis

  87. Gifted Stock

  88. Gifting Phase

  89. Gift Inter Vivos

  90. Gift In Trust

  91. Gift Letter

  92. Gift Splitting

  93. Gift Tax

  94. Gift Tax Return

  95. Gold IRA

  96. Government-Sponsored Retirement Arrangement - GSRA

  97. Government Pension Fund (Norway)

  98. Graded Vesting

  99. Graduated Vesting

  100. Grant Deed

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