Definitions tagged as

Retirement

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  1. Registered Retirement Savings Plan - RRSP

  2. Registered Retirement Savings Plan Contribution - RRSP Contribution

  3. Registered Retirement Savings Plan Deduction - RRSP Deduction

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

  5. Remainder Man

  6. Required Beginning Date - RBD

  7. Required Minimum Distribution - RMD

  8. Required Minimum Distribution Method

  9. Resolution Trust Corporation - RTC

  10. Retirement

  11. Retirement Contribution

  12. Retirement Income Certified Professional - RICP

  13. Retirement Income Fund - RIF

  14. Retirement Method of Depreciation

  15. Retirement Money Market Account

  16. Retirement of Securities

  17. Retirement Planner

  18. Retirement Planning

  19. Retirement Readiness

  20. Returnment

  21. Reverse Morris Trust

  22. Reverse Mortgage Net Principal Limit

  23. Reversionary Annuities

  24. Revocable Beneficiary

  25. Revocable Trust

  26. Revoked IRA

  27. Rollover

  28. Rollover IRA

  29. Roth 401(k)

  30. Roth IRA

  31. Roth IRA Conversion

  32. Roth Option

  33. Rule 72(t)

  34. Safe Withdrawal Rate (SWR) Method

  35. Salary Reduction Simplified Employee Pension Plan - SARSEP

  36. Same Property Rule

  37. Saver's Tax Credit

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

  39. Savings Rate

  40. SBO-401(k)

  41. Secondary Beneficiary

  42. Securities Industry Regulatory Authority - SIRA

  43. See-Through Trust

  44. Self-Directed IRA - SDIRA

  45. Self-Directed RRSP

  46. Self Invested Personal Pension (SIPP)

  47. Senior Move Manager

  48. Separate Return

  49. Sequence Risk

  50. Settlor

  51. SIMPLE IRA

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

  53. Skilled Nursing Facility

  54. Social Security

  55. Social Security Act

  56. Social Security Administration - SSA

  57. Social Security Benefits

  58. Social Security Number - SSN

  59. Social Security Tax

  60. Social Security Trust Fund

  61. Special Needs Trust

  62. Spending Phase

  63. Spousal Beneficiary Rollover

  64. Spousal IRA

  65. State Medicaid Program

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

  67. Statement Stuffer

  68. Stretch IRA

  69. Substantial Gainful Activity - SGA

  70. Substantially Equal Periodic Payment - SEPP

  71. Succession

  72. Superannuation

  73. Supplemental Executive Retirement Plan - SERP

  74. Supplemental Security Income - SSI

  75. Systematic Investment Plan - SIP

  76. Target-Benefit Plan

  77. Target-Date Fund

  78. Tax-Deferred Savings Plan

  79. Tax-Free Savings Account - TFSA

  80. Tax-Sheltered Annuity

  81. Taxable Estate

  82. Taxable Wage Base

  83. Taxes

  84. Taxpayer

  85. Tax Shelter

  86. Teacher Retirement System - TRS

  87. Term Certain Method

  88. Terminally Ill

  89. Terminal Year

  90. Testamentary Trust

  91. Testamentary Will

  92. The Government Pension Investment Fund (Japan)

  93. Three-Year Rule

  94. Thrift Savings Plan - TSP

  95. Through Fund

  96. To Fund

  97. Top Hat Plan

  98. Traditional IRA

  99. Transfer On Death - TOD

  100. Transfer Tax

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