Retirement Plan Terms

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  1. Guaranteed Lifetime Withdrawal Benefit - GLWB

  2. Guaranteed Minimum Pension - GMP

  3. Guaranteed Minimum Withdrawal Benefit - GMWB

  4. Guardian IRA

  5. GUST Restatement

  6. Hardship Withdrawal

  7. Heir

  8. Heroes Earned Retirement Opportunities Act - HERO

  9. Highly Compensated Employee

  10. Holographic Will

  11. Home Buyers' Plan - HBP

  12. Household Income

  13. Immediate Beneficiary

  14. Immediate Payment Annuity

  15. In-Service Withdrawal

  16. Incentive Trust

  17. Inchoate Interest

  18. Incidents of Ownership

  19. Income Annuity

  20. Income Splitting

  21. Income Spreading

  22. Independent 401(k)

  23. Indexed Annuity

  24. Indirect Rollover

  25. Individual Retirement Account - IRA

  26. Individual Retirement Annuity

  27. Inflation-Protected Annuity - IPA

  28. Inheritance

  29. Inherited Stock

  30. Integrated Pension Plan

  31. Intentionally Defective Grantor Trust - IDGT

  32. Inter-Vivos Trust

  33. Intestacy

  34. Intestate

  35. Involuntary Cash-Out

  36. IRA Adoption Agreement and Plan Document

  37. IRA Asset Will

  38. IRA Plan

  39. IRA Rollover

  40. Irrevocable Income-Only Trust (IIOT)

  41. Irrevocable Trust

  42. IRS Form 706

  43. IRS Publication 517 - Social Security And Other Information For Members Of The Clergy & Religious Workers

  44. IRS Publication 536

  45. IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

  46. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans)

  47. IRS Publication 575

  48. IRS Publication 590: Individual Retirement Arrangements (IRAs)

  49. IRS Publication 939

  50. Joint And Survivor Annuity

  51. Joint Life with Last Survivor Annuity

  52. Joint Owned Property

  53. Keogh Plan

  54. Kids In Parents' Pockets Eroding Retirement Savings - KIPPERS

  55. KSOP

  56. Last Will And Testament

  57. Laughing Heir

  58. Legacy Planning

  59. Legal List

  60. Legatee

  61. Leveraged Benefits

  62. Liability Driven Investment - LDI

  63. Life Annuity

  64. Life Estate

  65. Life With Guaranteed Term

  66. Lifelong Learning Plan

  67. Lifestyle Creep

  68. Lifetime Payout Annuity

  69. Living Will

  70. Locked-In Retirement Account - LIRA

  71. Lump of Labor Fallacy

  72. Lump-Sum Distribution

  73. Marital Trust

  74. Matching Contribution

  75. Matured RRSP

  76. Medicare

  77. Medicare Hold Harmless Provision

  78. Medicare Part A, Hospital Insurance

  79. Medicare Part B Premiums

  80. Medicare Wages

  81. Money-Purchase Pension Plan

  82. Money-Purchase Provisions

  83. Monthly Income Plan - MIP

  84. Municipal Investment Trust

  85. Mutual Will

  86. myRA

  87. Naked Trust

  88. Named Beneficiary

  89. National Association Of Estate Planners And Councils - NAEPC

  90. National Pensions Reserve Fund

  91. National Social Security Fund (China)

  92. Needs Approach

  93. Net Unrealized Appreciation - NUA

  94. New Zealand Superannuation Fund

  95. Next Of Kin

  96. No-Load Annuity

  97. Non-Qualified Distribution

  98. Non-Qualified Plan

  99. Non-Spouse Beneficiary Rollover

  100. Nondiscrimination Rule

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