Definitions tagged as

Retirement

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  1. Death Master File (DMF)

  2. Death Taxes

  3. Decedent

  4. Decedent (IRD) Deduction

  5. Declaration Of Trust

  6. Deferred Account

  7. Deferred Payment Annuity

  8. Defined-Benefit Plan

  9. Defined-Contribution Plan

  10. Designated Beneficiary

  11. Designated Roth Account

  12. Determination Letter

  13. Direct Rollover

  14. Direct Transfer

  15. Disability Insurance

  16. Disability Insurance Trust Fund

  17. Disclaimer Trust

  18. Disclosure Statement

  19. Discretionary Beneficiary

  20. Distribution In Kind

  21. Do-Over Option

  22. Donee Beneficiary

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

  24. Drawdown Percentage

  25. Dynamic Updating

  26. Dynasty Trust

  27. Early Withdrawal

  28. Education IRA

  29. Elder Care

  30. Elective-Deferral Contribution

  31. Eligible Automatic Contribution Arrangements - EACAs

  32. Eligible Rollover Distribution

  33. Eligible Transfer

  34. Employee Retirement Income Security Act - ERISA

  35. Employee Savings Plan

  36. Employee Trust

  37. Employer-Sponsored Plan

  38. Encore Career

  39. Entrance Fee

  40. Escheat

  41. Estate

  42. Estate Freeze

  43. Estate Planning

  44. Estate Tax

  45. Excess Accumulation Penalty

  46. Excess Employer Withholding

  47. Executor

  48. Executrix

  49. Exempt Income

  50. Exemption Trust

  51. Exordium Clause

  52. Extended IRA

  53. Family Limited Partnership - FLP

  54. Federal Budget

  55. Federal Employee Retirement System - FERS

  56. Federal Insurance Contributions Act - FICA

  57. Federal Tax Lien

  58. Fiduciary

  59. Fiduciary Abuse

  60. Fiduciary Fraud

  61. Fiduciary Negligence

  62. Final Return For Decedent

  63. Financial Advisor

  64. Financial Planner

  65. Five-Year Rule

  66. Fixed Amortization Method

  67. Fixed Annuitization Method

  68. Flat Benefit Formula

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

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

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

  72. Form 8606

  73. Form 8891

  74. Forward Averaging

  75. Four Percent Rule

  76. Front-End Load

  77. Fully Funded

  78. Fully Vested

  79. Funded Status

  80. Generation-Skipping Transfer Tax - GSTT

  81. Generation-Skipping Trust

  82. Gift

  83. Gift Causa Mortis

  84. Gifted Stock

  85. Gifting Phase

  86. Gift Inter Vivos

  87. Gift In Trust

  88. Gift Letter

  89. Gift Splitting

  90. Gift Tax

  91. Gift Tax Return

  92. Gold IRA

  93. Government-Sponsored Retirement Arrangement - GSRA

  94. Government Pension Fund (Norway)

  95. Graded Vesting

  96. Graduated Vesting

  97. Grant Deed

  98. Grantor Retained Annuity Trust - GRAT

  99. Grantor Trust Rules

  100. Gross Estate

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