Definitions tagged as

Retirement

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  1. Eligible Rollover Distribution

  2. Employee Retirement Income Security Act - ERISA

  3. Employer-Sponsored Plan

  4. Escheat

  5. Estate

  6. Estate Freeze

  7. Estate Planning

  8. Estate Tax

  9. Excess Accumulation Penalty

  10. Excess Employer Withholding

  11. Executor

  12. Exempt Income

  13. Exemption Trust

  14. Exordium Clause

  15. Extended IRA

  16. Family Limited Partnership - FLP

  17. Federal Employee Retirement System - FERS

  18. Federal Insurance Contributions Act - FICA

  19. Fiduciary

  20. Fiduciary Abuse

  21. Fiduciary Negligence

  22. Financial Planner

  23. Five-Year Rule

  24. Flat Benefit Formula

  25. Forward Averaging

  26. Front-End Load

  27. Funded Status

  28. GUST Restatement

  29. Generation-Skipping Trust

  30. Gift

  31. Gift Splitting

  32. Gift Tax

  33. Gifting Phase

  34. Government-Sponsored Retirement Arrangement - GSRA

  35. Grantor Retained Annuity Trust - GRAT

  36. Gross Estate

  37. Group-Home Care

  38. Guaranteed Lifetime Withdrawal Benefit - GLWB

  39. Guaranteed Minimum Withdrawal Benefit - GMWB

  40. Guardian IRA

  41. Halloween Massacre

  42. Hardship Withdrawal

  43. Health Insurance Portability And Accountability Act - HIPAA

  44. Heir

  45. Heroes Earned Retirement Opportunities Act - HERO

  46. IRA Adoption Agreement And Plan Document

  47. IRA Rollover

  48. In-Service Withdrawal

  49. Incentive Trust

  50. Incidents Of Ownership

  51. Income In Respect Of A Decedent - IRD

  52. Income Splitting

  53. Income Spreading

  54. Independent 401(k)

  55. Individual Retirement Account - IRA

  56. Individual Retirement Annuity

  57. Inheritance

  58. Inheritance Tax

  59. Inherited IRA

  60. Insurance Trust

  61. Integrated Pension Plan

  62. Intentionally Defective Grantor Trust - IDGT

  63. Inter-Vivos Trust

  64. Intestacy

  65. Intestate

  66. Investment Horizon

  67. Involuntary Cash-Out

  68. Irrevocable Beneficiary

  69. Irrevocable Trust

  70. Joint Owned Property

  71. KSOP

  72. Keogh Plan

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

  74. Legal List

  75. Letter of Intent - LOI

  76. Liability Driven Investment - LDI

  77. Life Expectancy

  78. Life Insurance

  79. Life With Guaranteed Term

  80. Lifelong Learning Plan

  81. Living Will

  82. Lump-Sum Distribution

  83. Master Trust

  84. Matching Contribution

  85. Matured RRSP

  86. Medicaid

  87. Medicare

  88. Medicare Part D

  89. Medicare Wages

  90. Modified Adjusted Gross Income - MAGI

  91. Money-Purchase Pension Plan

  92. Money-Purchase Provisions

  93. Monthly Income Plan - MIP

  94. Needs Approach

  95. Net Unrealized Appreciation - NUA

  96. Non-Qualified Distribution

  97. Non-Qualified Plan

  98. Nondiscrimination Rule

  99. Nonelective Contribution

  100. Nonperiodic Distribution

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