Definitions tagged as

Retirement

  1. Halloween Massacre

  2. Hardship Withdrawal

  3. Health Insurance Portability And Accountability Act - HIPAA

  4. Heir

  5. Heroes Earned Retirement Opportunities Act - HERO

  6. Holographic Will

  7. Home Buyers' Plan - HBP

  8. Immediate Beneficiary

  9. In-Service Withdrawal

  10. Incentive Trust

  11. Inchoate Interest

  12. Incidents Of Ownership

  13. Income In Respect Of A Decedent - IRD

  14. Income Splitting

  15. Income Spreading

  16. Independent 401(k)

  17. Indirect Rollover

  18. Individual Retirement Account - IRA

  19. Individual Retirement Annuity

  20. Inheritance

  21. Inheritance Tax

  22. Inherited IRA

  23. Inherited Stock

  24. Insurance Trust

  25. Integrated Pension Plan

  26. Intentionally Defective Grantor Trust - IDGT

  27. Inter-Vivos Trust

  28. Intestacy

  29. Intestate

  30. Investment Horizon

  31. Involuntary Cash-Out

  32. IRA Adoption Agreement And Plan Document

  33. IRA Asset Will

  34. IRA Plan

  35. IRA Rollover

  36. IRA Transfer

  37. Irrevocable Beneficiary

  38. Irrevocable Income-Only Trust - IIOT

  39. Irrevocable Trust

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

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

  42. IRS Publication 554

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

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

  45. IRS Publication 575

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

  47. IRS Publication 939

  48. Joint Owned Property

  49. Keogh Plan

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

  51. KSOP

  52. Land Trust

  53. Last Will And Testament

  54. Laughing Heir

  55. Legal List

  56. Legatee

  57. Letter of Intent - LOI

  58. Leveraged Benefits

  59. Liability Driven Investment - LDI

  60. Life Estate

  61. Life Expectancy

  62. Life Income Fund - LIF

  63. Life Insurance

  64. Life With Guaranteed Term

  65. Lifelong Learning Plan

  66. Living Trust

  67. Living Will

  68. Locked-In Retirement Account - LIRA

  69. Lump-Sum Distribution

  70. Marital Trust

  71. Master Trust

  72. Matching Contribution

  73. Matured RRSP

  74. Medicaid

  75. Medicare

  76. Medicare And Medicaid Fraud

  77. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  78. Medicare Doughnut Hole

  79. Medicare Hold Harmless Provision

  80. Medicare Part B Premiums

  81. Medicare Part D

  82. Medicare Supplementary Medical Insurance - SMI

  83. Medicare Wages

  84. Modified Adjusted Gross Income - MAGI

  85. Money-Purchase Pension Plan

  86. Money-Purchase Provisions

  87. Monthly Income Plan - MIP

  88. Municipal Investment Trust

  89. Mutual Will

  90. MyRA

  91. Naked Trust

  92. Named Beneficiary

  93. Named Fiduciary

  94. National Association Of Estate Planners And Councils - NAEPC

  95. National Insurance Contributions - NIC

  96. National Pensions Reserve Fund

  97. Needs Approach

  98. Net Unrealized Appreciation - NUA

  99. New Zealand Superannuation Fund

  100. Next Of Kin

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