Definitions tagged as

Retirement

  1. Revocable Trust

  2. Revoked IRA

  3. Rollover

  4. Rollover IRA

  5. Roth 401(k)

  6. Roth IRA

  7. Roth IRA Conversion

  8. Roth Option

  9. Rule 72(t)

  10. Salary Reduction Simplified Employee Pension Plan - SARSEP

  11. Same Property Rule

  12. Saver's Tax Credit

  13. Savings Incentive Match Plan For Employees Of Small Employers - SIMPLE

  14. Savings Rate

  15. SBO-401(k)

  16. Secondary Beneficiary

  17. Securities Industry Regulatory Authority - SIRA

  18. Self-Directed IRA - SDIRA

  19. Self-Directed RRSP

  20. Separate Return

  21. Sequence Risk

  22. SIMPLE IRA

  23. Simplified Employee Pension - SEP (Simplified Employee Pension IRA)

  24. Social Security

  25. Social Security Act

  26. Social Security Administration - SSA

  27. Social Security Benefits

  28. Social Security Number - SSN

  29. Social Security Tax

  30. Social Security Trust Fund

  31. Special Needs Trust

  32. Spending Phase

  33. Spousal Beneficiary Rollover

  34. Spousal IRA

  35. State Medicaid Program

  36. Statement Of Changes In Net Assets Available For Pension Benefits

  37. Statement Stuffer

  38. Stretch IRA

  39. Substantial Gainful Activity - SGA

  40. Substantially Equal Periodic Payment - SEPP

  41. Succession

  42. Superannuation

  43. Supplemental Executive Retirement Plan - SERP

  44. Systematic Investment Plan - SIP

  45. Target-Benefit Plan

  46. Target-Date Fund

  47. Tax Shelter

  48. Tax-Deferred Savings Plan

  49. Tax-Free Savings Account - TFSA

  50. Tax-Sheltered Annuity

  51. Taxable Estate

  52. Taxable Wage Base

  53. Taxes

  54. Taxpayer

  55. Teacher Retirement System - TRS

  56. Term Certain Method

  57. Terminal Year

  58. Terminally Ill

  59. Testamentary Trust

  60. Testamentary Will

  61. The Government Pension Investment Fund (Japan)

  62. Three-Year Rule

  63. Thrift Savings Plan - TSP

  64. Top Hat Plan

  65. Traditional IRA

  66. Transfer On Death - TOD

  67. Transfer Tax

  68. Triggering Event

  69. Trust

  70. Trust Company

  71. Trust Fund

  72. Trust Property

  73. Trust-Owned Life Insurance - TOLI

  74. Trustee

  75. Trustor

  76. Ultimogeniture

  77. Unconditional Vesting

  78. Underfunded Pension Plan

  79. Unemployment Compensation Amendment Of 1992

  80. Unfunded Pension Plan

  81. Uniform Gifts to Minors Act - UGMA

  82. Uniform Transfer Tax

  83. Uniform Transfers To Minors Act - UTMA

  84. Unit Benefit Formula

  85. Unit Benefit Plan

  86. Unit Trust - UT

  87. Variable Benefit Plan

  88. Vested Benefit Obligation - VBO

  89. Vested Interest

  90. Volume Weighted Average Price - VWAP

  91. Voluntary Bankruptcy

  92. Voluntary Employees Beneficiary Association Plan - VEBA

  93. Voluntary Trust

  94. Waiver Of Notice

  95. Wealth Management

  96. Wealth Tax

  97. Welfare And Pension Plans Disclosure Act (WPPDA)

  98. Widely Held Fixed Investment Trust - WHFIT

  99. Widow's Allowance

  100. Will

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