Retirement Plan Terms

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  1. Grant Deed

  2. Grantor Retained Annuity Trust - GRAT

  3. Grantor Trust Rules

  4. Gross Estate

  5. Group Carve-Out Plan

  6. Group-Home Care

  7. Guarantee Company

  8. Guaranteed Lifetime Withdrawal Benefit - GLWB

  9. Guaranteed Minimum Pension - GMP

  10. Guaranteed Minimum Withdrawal Benefit - GMWB

  11. Guardian IRA

  12. GUST Restatement

  13. Hardship Withdrawal

  14. Heir

  15. Heroes Earned Retirement Opportunities Act - HERO

  16. Highly Compensated Employee

  17. Holographic Will

  18. Home Buyers' Plan - HBP

  19. Household Income

  20. Immediate Beneficiary

  21. Immediate Payment Annuity

  22. In-Service Withdrawal

  23. Incentive Trust

  24. Inchoate Interest

  25. Incidents Of Ownership

  26. Income Annuity

  27. Income In Respect Of A Decedent - IRD

  28. Income Splitting

  29. Income Spreading

  30. Independent 401(k)

  31. Indexed Annuity

  32. Indirect Rollover

  33. Individual Retirement Account - IRA

  34. Individual Retirement Annuity

  35. Inflation-Protected Annuity - IPA

  36. Inheritance

  37. Inherited IRA

  38. Inherited Stock

  39. Integrated Pension Plan

  40. Intentionally Defective Grantor Trust - IDGT

  41. Inter-Vivos Trust

  42. Intestacy

  43. Intestate

  44. Involuntary Cash-Out

  45. IRA Adoption Agreement And Plan Document

  46. IRA Asset Will

  47. IRA Plan

  48. IRA Rollover

  49. Irrevocable Beneficiary

  50. Irrevocable Income-Only Trust - IIOT

  51. Irrevocable Trust

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

  53. IRS Publication 536 - Net Operating Losses For Individuals, Estates, And Trusts

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

  55. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools And Certain Tax-Exempt Organizations

  56. IRS Publication 575

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

  58. IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits

  59. IRS Publication 939

  60. Joint And Survivor Annuity

  61. Joint Life With Last Survivor Annuity

  62. Joint Owned Property

  63. Keogh Plan

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

  65. KSOP

  66. Land Trust

  67. Last Will And Testament

  68. Laughing Heir

  69. Legacy Planning

  70. Legal List

  71. Legatee

  72. Letter of Intent - LOI

  73. Leveraged Benefits

  74. Liability Driven Investment - LDI

  75. Life Annuity

  76. Life Estate

  77. Life Expectancy

  78. Life With Guaranteed Term

  79. Lifelong Learning Plan

  80. Lifestyle Creep

  81. Lifetime Payout Annuity

  82. Living Trust

  83. Living Will

  84. Locked-In Retirement Account - LIRA

  85. Lump Of Labor Fallacy

  86. Lump-Sum Distribution

  87. Mandatory Distribution

  88. Marital Trust

  89. Matching Contribution

  90. Matured RRSP

  91. Medicaid

  92. Medicare

  93. Medicare And Medicaid Fraud

  94. Medicare Catastrophic Coverage Act Of 1988 - MCCA

  95. Medicare Doughnut Hole

  96. Medicare Hold Harmless Provision

  97. Medicare Part B Premiums

  98. Medicare Part D

  99. Medicare Wages

  100. Modified Adjusted Gross Income - MAGI

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