Definitions tagged as

Retirement

  1. Revoked IRA

  2. Rollover

  3. Roth 401(k)

  4. Roth IRA

  5. Roth IRA Conversion

  6. Roth Option

  7. Rule 72(t)

  8. Salary Reduction Simplified Employee Pension Plan - SARSEP

  9. Same Property Rule

  10. Saver's Tax Credit

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

  12. Savings Rate

  13. SBO-401(k)

  14. Secondary Beneficiary

  15. Securities Industry Regulatory Authority - SIRA

  16. Self-Directed IRA - SDIRA

  17. Self-Directed RRSP

  18. Separate Return

  19. Sequence Risk

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

  21. Social Security

  22. Social Security Act

  23. Social Security Administration - SSA

  24. Social Security Benefits

  25. Social Security Number - SSN

  26. Social Security Tax

  27. Social Security Trust Fund

  28. Special Needs Trust

  29. Spending Phase

  30. Spousal Beneficiary Rollover

  31. Spousal IRA

  32. State Medicaid Program

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

  34. Statement Stuffer

  35. Stretch IRA

  36. Substantial Gainful Activity - SGA

  37. Substantially Equal Periodic Payment - SEPP

  38. Succession

  39. Superannuation

  40. Supplemental Executive Retirement Plan - SERP

  41. Systematic Investment Plan - SIP

  42. Target-Benefit Plan

  43. Target-Date Fund

  44. Tax Shelter

  45. Tax-Deferred Savings Plan

  46. Tax-Free Savings Account - TFSA

  47. Tax-Sheltered Annuity

  48. Taxable Estate

  49. Taxable Wage Base

  50. Taxes

  51. Taxpayer

  52. Teacher Retirement System - TRS

  53. Term Certain Method

  54. Terminal Year

  55. Terminally Ill

  56. Testamentary Trust

  57. Testamentary Will

  58. The Government Pension Investment Fund (Japan)

  59. Three-Year Rule

  60. Thrift Savings Plan - TSP

  61. Top Hat Plan

  62. Traditional IRA

  63. Transfer On Death - TOD

  64. Transfer Tax

  65. Triggering Event

  66. Trust

  67. Trust Company

  68. Trust Fund

  69. Trust Property

  70. Trust-Owned Life Insurance - TOLI

  71. Trustee

  72. Trustor

  73. Ultimogeniture

  74. Unconditional Vesting

  75. Underfunded Pension Plan

  76. Unemployment Compensation Amendment Of 1992

  77. Unfunded Pension Plan

  78. Uniform Gifts to Minors Act - UGMA

  79. Uniform Transfer Tax

  80. Uniform Transfers To Minors Act - UTMA

  81. Unit Benefit Formula

  82. Unit Benefit Plan

  83. Unit Trust - UT

  84. Variable Benefit Plan

  85. Vested Benefit Obligation - VBO

  86. Vested Interest

  87. Volume Weighted Average Price - VWAP

  88. Voluntary Bankruptcy

  89. Voluntary Employees Beneficiary Association Plan - VEBA

  90. Voluntary Trust

  91. Waiver Of Notice

  92. Wealth Management

  93. Wealth Tax

  94. Welfare And Pension Plans Disclosure Act (WPPDA)

  95. Widely Held Fixed Investment Trust - WHFIT

  96. Widow's Allowance

  97. Will

  98. Will Variation

  99. With Benefit Of Survivorship

  100. Withdrawal Benefits

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