Definitions tagged as

Retirement

  1. Retirement Planning

  2. Retirement Readiness

  3. Returnment

  4. Reverse Morris Trust

  5. Reversionary Annuities

  6. Revocable Beneficiary

  7. Revocable Trust

  8. Revoked IRA

  9. Rollover

  10. Rollover IRA

  11. Roth 401(k)

  12. Roth IRA

  13. Roth IRA Conversion

  14. Roth Option

  15. Rule 72(t)

  16. Salary Reduction Simplified Employee Pension Plan - SARSEP

  17. Same Property Rule

  18. Saver's Tax Credit

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

  20. Savings Rate

  21. SBO-401(k)

  22. Secondary Beneficiary

  23. Securities Industry Regulatory Authority - SIRA

  24. Self-Directed IRA - SDIRA

  25. Self-Directed RRSP

  26. Separate Return

  27. Sequence Risk

  28. SIMPLE IRA

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

  30. Social Security

  31. Social Security Act

  32. Social Security Administration - SSA

  33. Social Security Benefits

  34. Social Security Number - SSN

  35. Social Security Tax

  36. Social Security Trust Fund

  37. Special Needs Trust

  38. Spending Phase

  39. Spousal Beneficiary Rollover

  40. Spousal IRA

  41. State Medicaid Program

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

  43. Statement Stuffer

  44. Stretch IRA

  45. Substantial Gainful Activity - SGA

  46. Substantially Equal Periodic Payment - SEPP

  47. Succession

  48. Superannuation

  49. Supplemental Executive Retirement Plan - SERP

  50. Supplemental Security Income - SSI

  51. Systematic Investment Plan - SIP

  52. Target-Benefit Plan

  53. Target-Date Fund

  54. Tax Shelter

  55. Tax-Deferred Savings Plan

  56. Tax-Free Savings Account - TFSA

  57. Tax-Sheltered Annuity

  58. Taxable Estate

  59. Taxable Wage Base

  60. Taxes

  61. Taxpayer

  62. Teacher Retirement System - TRS

  63. Term Certain Method

  64. Terminal Year

  65. Terminally Ill

  66. Testamentary Trust

  67. Testamentary Will

  68. The Government Pension Investment Fund (Japan)

  69. Three-Year Rule

  70. Thrift Savings Plan - TSP

  71. Through Fund

  72. To Fund

  73. Top Hat Plan

  74. Traditional IRA

  75. Transfer On Death - TOD

  76. Transfer Tax

  77. Triggering Event

  78. Trust

  79. Trust Company

  80. Trust Fund

  81. Trust Property

  82. Trust-Owned Life Insurance - TOLI

  83. Trustee

  84. Trustor

  85. Ultimogeniture

  86. Unconditional Vesting

  87. Underfunded Pension Plan

  88. Unemployment Compensation Amendment Of 1992

  89. Unfunded Pension Plan

  90. Uniform Gifts to Minors Act - UGMA

  91. Uniform Transfer Tax

  92. Uniform Transfers To Minors Act - UTMA

  93. Unit Benefit Formula

  94. Unit Benefit Plan

  95. Unit Trust - UT

  96. Variable Benefit Plan

  97. Vested Benefit Obligation - VBO

  98. Vested Interest

  99. Volume Weighted Average Price - VWAP

  100. Voluntary Bankruptcy

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