Definitions tagged as

Retirement

  1. Heroes Earned Retirement Opportunities Act - HERO

  2. Holographic Will

  3. Home Buyers' Plan - HBP

  4. Immediate Beneficiary

  5. In-Service Withdrawal

  6. Incentive Trust

  7. Inchoate Interest

  8. Incidents Of Ownership

  9. Income In Respect Of A Decedent - IRD

  10. Income Splitting

  11. Income Spreading

  12. Independent 401(k)

  13. Indirect Rollover

  14. Individual Retirement Account - IRA

  15. Individual Retirement Annuity

  16. Inheritance

  17. Inheritance Tax

  18. Inherited IRA

  19. Inherited Stock

  20. Insurance Trust

  21. Integrated Pension Plan

  22. Intentionally Defective Grantor Trust - IDGT

  23. Inter-Vivos Trust

  24. Intestacy

  25. Intestate

  26. Investment Horizon

  27. Involuntary Cash-Out

  28. IRA Adoption Agreement And Plan Document

  29. IRA Asset Will

  30. IRA Plan

  31. IRA Rollover

  32. IRA Transfer

  33. Irrevocable Beneficiary

  34. Irrevocable Income-Only Trust - IIOT

  35. Irrevocable Trust

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

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

  38. IRS Publication 554

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

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

  41. IRS Publication 575

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

  43. IRS Publication 939

  44. Joint Owned Property

  45. Keogh Plan

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

  47. KSOP

  48. Land Trust

  49. Last Will And Testament

  50. Laughing Heir

  51. Legal List

  52. Legatee

  53. Letter of Intent - LOI

  54. Liability Driven Investment - LDI

  55. Life Estate

  56. Life Expectancy

  57. Life Income Fund - LIF

  58. Life Insurance

  59. Life With Guaranteed Term

  60. Lifelong Learning Plan

  61. Living Trust

  62. Living Will

  63. Locked-In Retirement Account - LIRA

  64. Lump-Sum Distribution

  65. Marital Trust

  66. Master Trust

  67. Matching Contribution

  68. Matured RRSP

  69. Medicaid

  70. Medicare

  71. Medicare And Medicaid Fraud

  72. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  73. Medicare Doughnut Hole

  74. Medicare Hold Harmless Provision

  75. Medicare Part B Premiums

  76. Medicare Part D

  77. Medicare Supplementary Medical Insurance - SMI

  78. Medicare Wages

  79. Modified Adjusted Gross Income - MAGI

  80. Money-Purchase Pension Plan

  81. Money-Purchase Provisions

  82. Monthly Income Plan - MIP

  83. Municipal Investment Trust

  84. Mutual Will

  85. MyRA

  86. Naked Trust

  87. Named Beneficiary

  88. Named Fiduciary

  89. National Association Of Estate Planners And Councils - NAEPC

  90. National Insurance Contributions - NIC

  91. National Pensions Reserve Fund

  92. Needs Approach

  93. Net Unrealized Appreciation - NUA

  94. New Zealand Superannuation Fund

  95. Next Of Kin

  96. Non-Qualified Distribution

  97. Non-Qualified Plan

  98. Non-Registered Account (Canada)

  99. Non-Spouse Beneficiary Rollover

  100. Nondiscrimination Rule

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