Definitions tagged as

Retirement

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  1. Retirement Money Market Account

  2. Retirement of Securities

  3. Retirement Planner

  4. Retirement Planning

  5. Retirement Readiness

  6. Returnment

  7. Reverse Morris Trust

  8. Reversionary Annuities

  9. Revocable Beneficiary

  10. Revocable Trust

  11. Revoked IRA

  12. Rollover

  13. Rollover IRA

  14. Roth 401(k)

  15. Roth IRA

  16. Roth IRA Conversion

  17. Roth Option

  18. Rule 72(t)

  19. Salary Reduction Simplified Employee Pension Plan - SARSEP

  20. Same Property Rule

  21. Saver's Tax Credit

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

  23. Savings Rate

  24. SBO-401(k)

  25. Secondary Beneficiary

  26. Securities Industry Regulatory Authority - SIRA

  27. Self-Directed IRA - SDIRA

  28. Self-Directed RRSP

  29. Senior Move Manager

  30. Separate Return

  31. Sequence Risk

  32. SIMPLE IRA

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

  34. Social Security

  35. Social Security Act

  36. Social Security Administration - SSA

  37. Social Security Benefits

  38. Social Security Number - SSN

  39. Social Security Tax

  40. Social Security Trust Fund

  41. Special Needs Trust

  42. Spending Phase

  43. Spousal Beneficiary Rollover

  44. Spousal IRA

  45. State Medicaid Program

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

  47. Statement Stuffer

  48. Stretch IRA

  49. Substantial Gainful Activity - SGA

  50. Substantially Equal Periodic Payment - SEPP

  51. Succession

  52. Superannuation

  53. Supplemental Executive Retirement Plan - SERP

  54. Supplemental Security Income - SSI

  55. Systematic Investment Plan - SIP

  56. Target-Benefit Plan

  57. Target-Date Fund

  58. Tax-Deferred Savings Plan

  59. Tax-Free Savings Account - TFSA

  60. Tax-Sheltered Annuity

  61. Taxable Estate

  62. Taxable Wage Base

  63. Taxes

  64. Taxpayer

  65. Tax Shelter

  66. Teacher Retirement System - TRS

  67. Term Certain Method

  68. Terminally Ill

  69. Terminal Year

  70. Testamentary Trust

  71. Testamentary Will

  72. The Government Pension Investment Fund (Japan)

  73. Three-Year Rule

  74. Thrift Savings Plan - TSP

  75. Through Fund

  76. To Fund

  77. Top Hat Plan

  78. Traditional IRA

  79. Transfer On Death - TOD

  80. Transfer Tax

  81. Triggering Event

  82. Trust

  83. Trust-Owned Life Insurance - TOLI

  84. Trust Company

  85. Trustee

  86. Trust Fund

  87. Trustor

  88. Trust Property

  89. Ultimogeniture

  90. Unconditional Vesting

  91. Underfunded Pension Plan

  92. Unemployment Compensation Amendment Of 1992

  93. Unfunded Pension Plan

  94. Uniform Gifts to Minors Act - UGMA

  95. Uniform Transfers To Minors Act - UTMA

  96. Uniform Transfer Tax

  97. Unit Benefit Formula

  98. Unit Benefit Plan

  99. Unit Trust - UT

  100. Variable Annuitization

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