Retirement Plan Terms

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  1. Redeposit

  2. Registered Education Savings Plan - RESP

  3. Registered Pension Plan - RPP

  4. Registered Retirement Income Fund - RRIF

  5. Registered Retirement Savings Plan - RRSP

  6. Registered Retirement Savings Plan Contribution - RRSP Contribution

  7. Registered Retirement Savings Plan Deduction - RRSP Deduction

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

  9. Remainder Man

  10. Required Beginning Date - RBD

  11. Required Minimum Distribution - RMD

  12. Required Minimum Distribution Method

  13. Resolution Trust Corporation - RTC

  14. Retired Securities

  15. Retirement

  16. Retirement Contribution

  17. Retirement Income Certified Professional - RICP

  18. Retirement Income Fund - RIF

  19. Retirement Method of Depreciation

  20. Retirement Money Market Account

  21. Retirement of Securities

  22. Retirement Planner

  23. Retirement Planning

  24. Retirement Readiness

  25. Returnment

  26. Reverse Morris Trust

  27. Reversionary Annuities

  28. Revocable Beneficiary

  29. Revocable Trust

  30. Revoked IRA

  31. Rollover IRA

  32. Roth 401(k)

  33. Roth IRA

  34. Roth IRA Conversion

  35. Roth Option

  36. Rule 72(t)

  37. Safe Withdrawal Rate (SWR) Method

  38. Salary Reduction Simplified Employee Pension Plan - SARSEP

  39. Same Property Rule

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

  41. SBO-401(k)

  42. Secondary Beneficiary

  43. Securities Industry Regulatory Authority - SIRA

  44. See-Through Trust

  45. Self Invested Personal Pension (SIPP)

  46. Self-Directed RRSP

  47. Senior Move Manager

  48. Separate Return

  49. Sequence Risk

  50. Service Corps Of Retired Executives - SCORE

  51. Settlor

  52. SIMPLE IRA

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

  54. Single-Premium Deferred Annuity - SPDA

  55. Skilled Nursing Facility

  56. Social Security

  57. Social Security Act

  58. Social Security Administration - SSA

  59. Social Security Benefits

  60. Social Security Number - SSN

  61. Social Security Tax

  62. Social Security Trust Fund

  63. Special Needs Trust

  64. Spending Phase

  65. Split-Funded Annuity

  66. Spousal Beneficiary Rollover

  67. Spousal IRA

  68. State Medicaid Program

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

  70. Straight Life Annuity

  71. Stretch Annuity

  72. Stretch IRA

  73. Substandard Health Annuity

  74. Substantial Gainful Activity - SGA

  75. Substantially Equal Periodic Payment - SEPP

  76. Succession

  77. Summary Plan Description

  78. Superannuation

  79. Supplemental Executive Retirement Plan - SERP

  80. Supplemental Security Income - SSI

  81. Target-Benefit Plan

  82. Tax-Sheltered Annuity

  83. Taxes

  84. Teacher Retirement System - TRS

  85. Tenure Payment Plan

  86. Term Certain Annuity

  87. Term Certain Method

  88. Term Payment Plan

  89. Terminal Year

  90. Terminally Ill

  91. Testamentary Trust

  92. Testamentary Will

  93. The Government Pension Investment Fund (Japan)

  94. The Greatest Generation

  95. Three-Year Rule

  96. Thrift Savings Plan - TSP

  97. Through Fund

  98. To Fund

  99. Top Hat Plan

  100. Traditional IRA

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