Definitions tagged as

Retirement

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  1. Retirement Method of Depreciation

  2. Retirement Money Market Account

  3. Retirement of Securities

  4. Retirement Planner

  5. Retirement Planning

  6. Retirement Readiness

  7. Returnment

  8. Reverse Morris Trust

  9. Reversionary Annuities

  10. Revocable Beneficiary

  11. Revocable Trust

  12. Revoked IRA

  13. Rollover

  14. Rollover IRA

  15. Roth 401(k)

  16. Roth IRA

  17. Roth IRA Conversion

  18. Roth Option

  19. Rule 72(t)

  20. Salary Reduction Simplified Employee Pension Plan - SARSEP

  21. Same Property Rule

  22. Saver's Tax Credit

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

  24. Savings Rate

  25. SBO-401(k)

  26. Secondary Beneficiary

  27. Securities Industry Regulatory Authority - SIRA

  28. Self-Directed IRA - SDIRA

  29. Self-Directed RRSP

  30. Self Invested Personal Pension (SIPP)

  31. Senior Move Manager

  32. Separate Return

  33. Sequence Risk

  34. SIMPLE IRA

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

  36. Social Security

  37. Social Security Act

  38. Social Security Administration - SSA

  39. Social Security Benefits

  40. Social Security Number - SSN

  41. Social Security Tax

  42. Social Security Trust Fund

  43. Special Needs Trust

  44. Spending Phase

  45. Spousal Beneficiary Rollover

  46. Spousal IRA

  47. State Medicaid Program

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

  49. Statement Stuffer

  50. Stretch IRA

  51. Substantial Gainful Activity - SGA

  52. Substantially Equal Periodic Payment - SEPP

  53. Succession

  54. Superannuation

  55. Supplemental Executive Retirement Plan - SERP

  56. Supplemental Security Income - SSI

  57. Systematic Investment Plan - SIP

  58. Target-Benefit Plan

  59. Target-Date Fund

  60. Tax-Deferred Savings Plan

  61. Tax-Free Savings Account - TFSA

  62. Tax-Sheltered Annuity

  63. Taxable Estate

  64. Taxable Wage Base

  65. Taxes

  66. Taxpayer

  67. Tax Shelter

  68. Teacher Retirement System - TRS

  69. Term Certain Method

  70. Terminally Ill

  71. Terminal Year

  72. Testamentary Trust

  73. Testamentary Will

  74. The Government Pension Investment Fund (Japan)

  75. Three-Year Rule

  76. Thrift Savings Plan - TSP

  77. Through Fund

  78. To Fund

  79. Top Hat Plan

  80. Traditional IRA

  81. Transfer On Death - TOD

  82. Transfer Tax

  83. Triggering Event

  84. Trust

  85. Trust-Owned Life Insurance - TOLI

  86. Trust Company

  87. Trustee

  88. Trust Fund

  89. Trustor

  90. Trust Property

  91. Ultimogeniture

  92. Unconditional Vesting

  93. Underfunded Pension Plan

  94. Unemployment Compensation Amendment Of 1992

  95. Unfunded Pension Plan

  96. Uniform Gifts to Minors Act - UGMA

  97. Uniform Transfers To Minors Act - UTMA

  98. Uniform Transfer Tax

  99. Unit Benefit Formula

  100. Unit Benefit Plan

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