Definitions tagged as

Retirement

  1. Health Insurance Portability And Accountability Act - HIPAA

  2. Heir

  3. Heroes Earned Retirement Opportunities Act - HERO

  4. Holographic Will

  5. Home Buyers' Plan - HBP

  6. Immediate Beneficiary

  7. In-Service Withdrawal

  8. Incentive Trust

  9. Inchoate Interest

  10. Incidents Of Ownership

  11. Income In Respect Of A Decedent - IRD

  12. Income Splitting

  13. Income Spreading

  14. Independent 401(k)

  15. Indirect Rollover

  16. Individual Retirement Account - IRA

  17. Individual Retirement Annuity

  18. Inheritance

  19. Inheritance Tax

  20. Inherited IRA

  21. Inherited Stock

  22. Insurance Trust

  23. Integrated Pension Plan

  24. Intentionally Defective Grantor Trust - IDGT

  25. Inter-Vivos Trust

  26. Intestacy

  27. Intestate

  28. Investment Horizon

  29. Involuntary Cash-Out

  30. IRA Adoption Agreement And Plan Document

  31. IRA Asset Will

  32. IRA Plan

  33. IRA Rollover

  34. IRA Transfer

  35. Irrevocable Beneficiary

  36. Irrevocable Income-Only Trust - IIOT

  37. Irrevocable Trust

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

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

  40. IRS Publication 554

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

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

  43. IRS Publication 575

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

  45. IRS Publication 939

  46. Joint Owned Property

  47. Keogh Plan

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

  49. KSOP

  50. Land Trust

  51. Last Will And Testament

  52. Laughing Heir

  53. Legal List

  54. Legatee

  55. Letter of Intent - LOI

  56. Leveraged Benefits

  57. Liability Driven Investment - LDI

  58. Life Estate

  59. Life Expectancy

  60. Life Income Fund - LIF

  61. Life Insurance

  62. Life With Guaranteed Term

  63. Lifelong Learning Plan

  64. Living Trust

  65. Living Will

  66. Locked-In Retirement Account - LIRA

  67. Lump-Sum Distribution

  68. Marital Trust

  69. Master Trust

  70. Matching Contribution

  71. Matured RRSP

  72. Medicaid

  73. Medicare

  74. Medicare And Medicaid Fraud

  75. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  76. Medicare Doughnut Hole

  77. Medicare Hold Harmless Provision

  78. Medicare Part B Premiums

  79. Medicare Part D

  80. Medicare Supplementary Medical Insurance - SMI

  81. Medicare Wages

  82. Modified Adjusted Gross Income - MAGI

  83. Money-Purchase Pension Plan

  84. Money-Purchase Provisions

  85. Monthly Income Plan - MIP

  86. Municipal Investment Trust

  87. Mutual Will

  88. MyRA

  89. Naked Trust

  90. Named Beneficiary

  91. Named Fiduciary

  92. National Association Of Estate Planners And Councils - NAEPC

  93. National Insurance Contributions - NIC

  94. National Pensions Reserve Fund

  95. Needs Approach

  96. Net Unrealized Appreciation - NUA

  97. New Zealand Superannuation Fund

  98. Next Of Kin

  99. Non-Qualified Distribution

  100. Non-Qualified Plan

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