Definitions tagged as

Retirement

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  1. Notarize

  2. Notice Of Assessment - NOA

  3. Nuncupative Will

  4. Old Age, Survivors And Disability Insurance Program - OASDI

  5. Opt-Out Plan

  6. Ordering Rules

  7. Other Post-Retirement Benefits

  8. Outside Earnings

  9. Overcontribution

  10. Pay Yourself First

  11. Pension Adjustment - PA

  12. Pension Benefit Guaranty Corporation - PBGC

  13. Pension Benefit Obligation - PBO

  14. Pension Fund

  15. Pension Maximization

  16. Pension Pillar

  17. Pension Plan

  18. Pension Plan Administrator

  19. Pension Protection Act Of 2006 - PPA

  20. Pension Shortfall

  21. Per Stirpes

  22. Period Certain

  23. Phased Retirement

  24. Phases Of Retirement

  25. Plan Participant

  26. Plan Sponsor

  27. Pop-Up Option

  28. Portable Benefits

  29. Post-Retirement Risk

  30. Pour-Over Will

  31. Premature Distribution

  32. Pretax Contribution

  33. Probate

  34. Qualified Acquisition Cost

  35. Qualified Distribution

  36. Qualified Joint And Survivor Annuity - QJSA

  37. Qualified Pre-Retirement Survivor Annuity - QPSA

  38. Qualified Retirement Plan

  39. Qualified Terminable Interest Property (QTIP) Trust

  40. Qualified Trust

  41. Qualifying Domestic Trust - QDOT

  42. Qualifying Investment

  43. Recharacterization

  44. Reconversion

  45. Redeposit

  46. Registered Education Savings Plan - RESP

  47. Registered Pension Plan - RPP

  48. Registered Retirement Income Fund - RRIF

  49. Registered Retirement Savings Plan - RRSP

  50. Registered Retirement Savings Plan Contribution - RRSP Contribution

  51. Registered Retirement Savings Plan Deduction - RRSP Deduction

  52. Registered Retirement Savings Plan Deduction Limit - RRSP Deduction Limit

  53. Remainder Man

  54. Required Beginning Date - RBD

  55. Required Minimum Distribution - RMD

  56. Retirement Planner

  57. Retirement Planning

  58. Retirement Readiness

  59. Retirement of Securities

  60. Returnment

  61. Revocable Beneficiary

  62. Revocable Trust

  63. Revoked IRA

  64. Rollover

  65. Roth 401(k)

  66. Roth IRA

  67. Roth IRA Conversion

  68. Rule 72(t)

  69. SBO-401(k)

  70. Salary Reduction Simplified Employee Pension Plan - SARSEP

  71. Same Property Rule

  72. Saver's Tax Credit

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

  74. Securities Industry Regulatory Authority - SIRA

  75. Self-Directed RRSP

  76. Separate Return

  77. Sequence Risk

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

  79. Social Security

  80. Social Security Administration - SSA

  81. Social Security Number - SSN

  82. Spending Phase

  83. Spousal IRA

  84. Substantial Gainful Activity - SGA

  85. Substantially Equal Periodic Payment - SEPP

  86. Succession

  87. Superannuation

  88. Supplemental Executive Retirement Plan - SERP

  89. Supplemental Security Income - SSI

  90. Target-Benefit Plan

  91. Tax Shelter

  92. Tax-Free Savings Account - TFSA

  93. Tax-Sheltered Annuity

  94. Taxable Estate

  95. Taxes

  96. Teacher Retirement System - TRS

  97. Terminal Year

  98. Terminally Ill

  99. Testamentary Trust

  100. Three-Year Rule

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