Definitions tagged as

Retirement

  1. Heir

  2. Heroes Earned Retirement Opportunities Act - HERO

  3. Holographic Will

  4. Home Buyers' Plan - HBP

  5. Immediate Beneficiary

  6. In-Service Withdrawal

  7. Incentive Trust

  8. Inchoate Interest

  9. Incidents Of Ownership

  10. Income In Respect Of A Decedent - IRD

  11. Income Splitting

  12. Income Spreading

  13. Independent 401(k)

  14. Indirect Rollover

  15. Individual Retirement Account - IRA

  16. Individual Retirement Annuity

  17. Inheritance

  18. Inheritance Tax

  19. Inherited IRA

  20. Inherited Stock

  21. Insurance Trust

  22. Integrated Pension Plan

  23. Intentionally Defective Grantor Trust - IDGT

  24. Inter-Vivos Trust

  25. Intestacy

  26. Intestate

  27. Investment Horizon

  28. Involuntary Cash-Out

  29. IRA Adoption Agreement And Plan Document

  30. IRA Asset Will

  31. IRA Plan

  32. IRA Rollover

  33. IRA Transfer

  34. Irrevocable Beneficiary

  35. Irrevocable Income-Only Trust - IIOT

  36. Irrevocable Trust

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

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

  39. IRS Publication 554

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

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

  42. IRS Publication 575

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

  44. IRS Publication 939

  45. Joint Owned Property

  46. Keogh Plan

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

  48. KSOP

  49. Land Trust

  50. Last Will And Testament

  51. Laughing Heir

  52. Legal List

  53. Legatee

  54. Letter of Intent - LOI

  55. Leveraged Benefits

  56. Liability Driven Investment - LDI

  57. Life Estate

  58. Life Expectancy

  59. Life Income Fund - LIF

  60. Life Insurance

  61. Life With Guaranteed Term

  62. Lifelong Learning Plan

  63. Living Trust

  64. Living Will

  65. Locked-In Retirement Account - LIRA

  66. Lump-Sum Distribution

  67. Marital Trust

  68. Master Trust

  69. Matching Contribution

  70. Matured RRSP

  71. Medicaid

  72. Medicare

  73. Medicare And Medicaid Fraud

  74. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  75. Medicare Doughnut Hole

  76. Medicare Hold Harmless Provision

  77. Medicare Part B Premiums

  78. Medicare Part D

  79. Medicare Supplementary Medical Insurance - SMI

  80. Medicare Wages

  81. Modified Adjusted Gross Income - MAGI

  82. Money-Purchase Pension Plan

  83. Money-Purchase Provisions

  84. Monthly Income Plan - MIP

  85. Municipal Investment Trust

  86. Mutual Will

  87. MyRA

  88. Naked Trust

  89. Named Beneficiary

  90. Named Fiduciary

  91. National Association Of Estate Planners And Councils - NAEPC

  92. National Insurance Contributions - NIC

  93. National Pensions Reserve Fund

  94. Needs Approach

  95. Net Unrealized Appreciation - NUA

  96. New Zealand Superannuation Fund

  97. Next Of Kin

  98. Non-Qualified Distribution

  99. Non-Qualified Plan

  100. Non-Registered Account (Canada)

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