Definitions tagged as

Retirement

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  1. Employee Retirement Income Security Act - ERISA

  2. Employer-Sponsored Plan

  3. Escheat

  4. Estate

  5. Estate Freeze

  6. Estate Planning

  7. Estate Tax

  8. Excess Accumulation Penalty

  9. Excess Employer Withholding

  10. Executor

  11. Exempt Income

  12. Exemption Trust

  13. Exordium Clause

  14. Extended IRA

  15. Family Limited Partnership - FLP

  16. Federal Employee Retirement System - FERS

  17. Federal Insurance Contributions Act - FICA

  18. Fiduciary

  19. Fiduciary Abuse

  20. Fiduciary Negligence

  21. Financial Planner

  22. Five-Year Rule

  23. Flat Benefit Formula

  24. Forward Averaging

  25. Front-End Load

  26. Funded Status

  27. GUST Restatement

  28. Generation-Skipping Trust

  29. Gift

  30. Gift Splitting

  31. Gift Tax

  32. Gifting Phase

  33. Government-Sponsored Retirement Arrangement - GSRA

  34. Grantor Retained Annuity Trust - GRAT

  35. Gross Estate

  36. Group-Home Care

  37. Guaranteed Lifetime Withdrawal Benefit - GLWB

  38. Guaranteed Minimum Withdrawal Benefit - GMWB

  39. Guardian IRA

  40. Halloween Massacre

  41. Hardship Withdrawal

  42. Health Insurance Portability And Accountability Act - HIPAA

  43. Heir

  44. Heroes Earned Retirement Opportunities Act - HERO

  45. IRA Adoption Agreement And Plan Document

  46. IRA Rollover

  47. In-Service Withdrawal

  48. Incentive Trust

  49. Incidents Of Ownership

  50. Income In Respect Of A Decedent - IRD

  51. Income Splitting

  52. Income Spreading

  53. Independent 401(k)

  54. Individual Retirement Account - IRA

  55. Individual Retirement Annuity

  56. Inheritance

  57. Inheritance Tax

  58. Inherited IRA

  59. Insurance Trust

  60. Integrated Pension Plan

  61. Intentionally Defective Grantor Trust - IDGT

  62. Inter-Vivos Trust

  63. Intestacy

  64. Intestate

  65. Investment Horizon

  66. Involuntary Cash-Out

  67. Irrevocable Beneficiary

  68. Irrevocable Trust

  69. Joint Owned Property

  70. KSOP

  71. Keogh Plan

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

  73. Legal List

  74. Letter of Intent - LOI

  75. Liability Driven Investment - LDI

  76. Life Expectancy

  77. Life Insurance

  78. Life With Guaranteed Term

  79. Lifelong Learning Plan

  80. Living Will

  81. Lump-Sum Distribution

  82. Master Trust

  83. Matching Contribution

  84. Matured RRSP

  85. Medicaid

  86. Medicare

  87. Medicare Part D

  88. Medicare Wages

  89. Modified Adjusted Gross Income - MAGI

  90. Money-Purchase Pension Plan

  91. Money-Purchase Provisions

  92. Monthly Income Plan - MIP

  93. Needs Approach

  94. Net Unrealized Appreciation - NUA

  95. Non-Qualified Distribution

  96. Non-Qualified Plan

  97. Nondiscrimination Rule

  98. Nonelective Contribution

  99. Nonperiodic Distribution

  100. Notarize

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