Definitions tagged as

Retirement

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  1. Guarantee Company

  2. Guaranteed Lifetime Withdrawal Benefit - GLWB

  3. Guaranteed Minimum Pension - GMP

  4. Guaranteed Minimum Withdrawal Benefit - GMWB

  5. Guardian IRA

  6. GUST Restatement

  7. Halloween Massacre

  8. Hardship Withdrawal

  9. Health Insurance Portability And Accountability Act - HIPAA

  10. Heir

  11. Heroes Earned Retirement Opportunities Act - HERO

  12. Holographic Will

  13. Home Buyers' Plan - HBP

  14. Immediate Beneficiary

  15. In-Service Withdrawal

  16. Incentive Trust

  17. Inchoate Interest

  18. Incidents Of Ownership

  19. Income In Respect Of A Decedent - IRD

  20. Income Splitting

  21. Income Spreading

  22. Independent 401(k)

  23. Indirect Rollover

  24. Individual Retirement Account - IRA

  25. Individual Retirement Annuity

  26. Inheritance

  27. Inheritance Tax

  28. Inherited IRA

  29. Inherited Stock

  30. Insurance Trust

  31. Integrated Pension Plan

  32. Intentionally Defective Grantor Trust - IDGT

  33. Inter-Vivos Trust

  34. Intestacy

  35. Intestate

  36. Investment Horizon

  37. Involuntary Cash-Out

  38. IRA Adoption Agreement And Plan Document

  39. IRA Asset Will

  40. IRA Plan

  41. IRA Rollover

  42. IRA Transfer

  43. Irrevocable Beneficiary

  44. Irrevocable Income-Only Trust - IIOT

  45. Irrevocable Trust

  46. IRS Publication 517 - Social Security And Other Information For Members Of The Clergy ...

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

  48. IRS Publication 554

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

  50. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of ...

  51. IRS Publication 575

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

  53. IRS Publication 939

  54. Joint Owned Property

  55. Keogh Plan

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

  57. KSOP

  58. Land Trust

  59. Last Will And Testament

  60. Laughing Heir

  61. Legal List

  62. Legatee

  63. Letter of Intent - LOI

  64. Leveraged Benefits

  65. Liability Driven Investment - LDI

  66. Life Estate

  67. Life Expectancy

  68. Life Income Fund - LIF

  69. Life Insurance

  70. Lifelong Learning Plan

  71. Life With Guaranteed Term

  72. Living Trust

  73. Living Will

  74. Locked-In Retirement Account - LIRA

  75. Lump-Sum Distribution

  76. Mandatory Distribution

  77. Marital Trust

  78. Master Trust

  79. Matching Contribution

  80. Matured RRSP

  81. Medicaid

  82. Medicare

  83. Medicare And Medicaid Fraud

  84. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  85. Medicare Doughnut Hole

  86. Medicare Hold Harmless Provision

  87. Medicare Part B Premiums

  88. Medicare Part D

  89. Medicare Supplementary Medical Insurance - SMI

  90. Medicare Wages

  91. Modified Adjusted Gross Income - MAGI

  92. Money-Purchase Pension Plan

  93. Money-Purchase Provisions

  94. Monthly Income Plan - MIP

  95. Municipal Investment Trust

  96. Mutual Will

  97. MyRA

  98. Naked Trust

  99. Named Beneficiary

  100. Named Fiduciary

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