Definitions tagged as

Retirement

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  1. Group Carve-Out Plan

  2. Guarantee Company

  3. Guaranteed Lifetime Withdrawal Benefit - GLWB

  4. Guaranteed Minimum Pension - GMP

  5. Guaranteed Minimum Withdrawal Benefit - GMWB

  6. Guardian IRA

  7. GUST Restatement

  8. Halloween Massacre

  9. Hardship Withdrawal

  10. Health Insurance Portability And Accountability Act - HIPAA

  11. Heir

  12. Heroes Earned Retirement Opportunities Act - HERO

  13. Holographic Will

  14. Home Buyers' Plan - HBP

  15. Immediate Beneficiary

  16. In-Service Withdrawal

  17. Incentive Trust

  18. Inchoate Interest

  19. Incidents Of Ownership

  20. Income In Respect Of A Decedent - IRD

  21. Income Splitting

  22. Income Spreading

  23. Independent 401(k)

  24. Indirect Rollover

  25. Individual Retirement Account - IRA

  26. Individual Retirement Annuity

  27. Inheritance

  28. Inheritance Tax

  29. Inherited IRA

  30. Inherited Stock

  31. Insurance Trust

  32. Integrated Pension Plan

  33. Intentionally Defective Grantor Trust - IDGT

  34. Inter-Vivos Trust

  35. Intestacy

  36. Intestate

  37. Investment Horizon

  38. Involuntary Cash-Out

  39. IRA Adoption Agreement And Plan Document

  40. IRA Asset Will

  41. IRA Plan

  42. IRA Rollover

  43. IRA Transfer

  44. Irrevocable Beneficiary

  45. Irrevocable Income-Only Trust - IIOT

  46. Irrevocable Trust

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

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

  49. IRS Publication 554

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

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

  52. IRS Publication 575

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

  54. IRS Publication 939

  55. Joint Owned Property

  56. Keogh Plan

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

  58. KSOP

  59. Land Trust

  60. Last Will And Testament

  61. Laughing Heir

  62. Legal List

  63. Legatee

  64. Letter of Intent - LOI

  65. Leveraged Benefits

  66. Liability Driven Investment - LDI

  67. Life Estate

  68. Life Expectancy

  69. Life Income Fund - LIF

  70. Life Insurance

  71. Lifelong Learning Plan

  72. Life With Guaranteed Term

  73. Living Trust

  74. Living Will

  75. Locked-In Retirement Account - LIRA

  76. Lump-Sum Distribution

  77. Mandatory Distribution

  78. Marital Trust

  79. Master Trust

  80. Matching Contribution

  81. Matured RRSP

  82. Medicaid

  83. Medicare

  84. Medicare And Medicaid Fraud

  85. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  86. Medicare Doughnut Hole

  87. Medicare Hold Harmless Provision

  88. Medicare Part B Premiums

  89. Medicare Part D

  90. Medicare Supplementary Medical Insurance - SMI

  91. Medicare Wages

  92. Modified Adjusted Gross Income - MAGI

  93. Money-Purchase Pension Plan

  94. Money-Purchase Provisions

  95. Monthly Income Plan - MIP

  96. Municipal Investment Trust

  97. Mutual Will

  98. MyRA

  99. Naked Trust

  100. Named Beneficiary

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