Definitions tagged as

Retirement

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  1. Group-Home Care

  2. Group Carve-Out Plan

  3. Guarantee Company

  4. Guaranteed Lifetime Withdrawal Benefit - GLWB

  5. Guaranteed Minimum Pension - GMP

  6. Guaranteed Minimum Withdrawal Benefit - GMWB

  7. Guardian IRA

  8. GUST Restatement

  9. Halloween Massacre

  10. Hardship Withdrawal

  11. Health Insurance Portability And Accountability Act - HIPAA

  12. Heir

  13. Heroes Earned Retirement Opportunities Act - HERO

  14. Holographic Will

  15. Home Buyers' Plan - HBP

  16. Immediate Beneficiary

  17. In-Service Withdrawal

  18. Incentive Trust

  19. Inchoate Interest

  20. Incidents Of Ownership

  21. Income In Respect Of A Decedent - IRD

  22. Income Splitting

  23. Income Spreading

  24. Independent 401(k)

  25. Indirect Rollover

  26. Individual Retirement Account - IRA

  27. Individual Retirement Annuity

  28. Inheritance

  29. Inheritance Tax

  30. Inherited IRA

  31. Inherited Stock

  32. Insurance Trust

  33. Integrated Pension Plan

  34. Intentionally Defective Grantor Trust - IDGT

  35. Inter-Vivos Trust

  36. Intestacy

  37. Intestate

  38. Investment Horizon

  39. Involuntary Cash-Out

  40. IRA Adoption Agreement And Plan Document

  41. IRA Asset Will

  42. IRA Plan

  43. IRA Rollover

  44. IRA Transfer

  45. Irrevocable Beneficiary

  46. Irrevocable Income-Only Trust - IIOT

  47. Irrevocable Trust

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

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

  50. IRS Publication 554

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

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

  53. IRS Publication 575

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

  55. IRS Publication 939

  56. Joint Owned Property

  57. Keogh Plan

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

  59. KSOP

  60. Land Trust

  61. Last Will And Testament

  62. Laughing Heir

  63. Legal List

  64. Legatee

  65. Letter of Intent - LOI

  66. Leveraged Benefits

  67. Liability Driven Investment - LDI

  68. Life Estate

  69. Life Expectancy

  70. Life Income Fund - LIF

  71. Life Insurance

  72. Lifelong Learning Plan

  73. Life With Guaranteed Term

  74. Living Trust

  75. Living Will

  76. Locked-In Retirement Account - LIRA

  77. Lump-Sum Distribution

  78. Mandatory Distribution

  79. Marital Trust

  80. Master Trust

  81. Matching Contribution

  82. Matured RRSP

  83. Medicaid

  84. Medicare

  85. Medicare And Medicaid Fraud

  86. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  87. Medicare Doughnut Hole

  88. Medicare Hold Harmless Provision

  89. Medicare Part B Premiums

  90. Medicare Part D

  91. Medicare Supplementary Medical Insurance - SMI

  92. Medicare Wages

  93. Modified Adjusted Gross Income - MAGI

  94. Modified Tenure Payment Plan

  95. Modified Term Payment Plan

  96. Money-Purchase Pension Plan

  97. Money-Purchase Provisions

  98. Monthly Income Plan - MIP

  99. Municipal Investment Trust

  100. Mutual Will

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