Retirement Investing & Saving

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  1. Cleanup Fund

    A cleanup fund is an insurance term referring to the final expenses associated with an individual after his/her death.
  2. Revoked IRA

    A revoked IRA is when an IRA holder revoke an IRA within the seven days after the IRA is established.
  3. No-Load Annuity

    A No-Load Annuity is a type of variable annuity that comes with lower fees and expenses than traditional annuity contracts. ...
  4. Annuity Ladder

    An annuity ladder is an investment strategy that entails the purchase of immediate annuities over a period of years to provide ...
  5. Financial Infidelity

    Financial infidelity occurs when couples with combined finances lie to each other about money.
  6. Wraparound Annuity

    A Wraparound Annuity allows the investor control in the underlying investments in the annuity plan.
  7. Certified Insolvency And Restructuring Accountant - CIRA

    Certified Insolvency And Restructuring Accountant - CIRAA - is a professional certification available to forensic accountants. ...
  8. Pros and Cons of Smaller Long-Term Care Facilities

    Intimate alternatives to traditional large nursing homes are gaining popularity. Could one of them be right for you or a ...
  9. Should You Contribute to a Non-Deductible IRA?

    A look at the ins and outs of non-deductible IRAs.
  10. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, the consequences can be devastating for your heirs – or at least, not what you ...
  11. Variable Annuitization

    Variable Annuitization is an annuity option in which the income payments received by the policyholder will vary according ...
  12. Viral Website

    A viral website has become so popular that word of mouth and links quickly generate a large amount of traffic to the site. ...
  13. Roth Option

    A Roth Option available within some employer-sponsored qualified retirement plans that allows for Roth tax treatment of employee ...
  14. Annuitization Method

    Annuitization method is a type of annuity distribution structure that gives the annuitant periodic income payments for the ...
  15. Annuity Unit

    An annuity unit is an accumulation unit for which the annuitant has annuitized their contract.
  16. Annuitization Phase

    The Annuitization Phase is the period when the annuitant starts to receive payments from the annuity.
  17. Stretch Annuity

    A stretch annuity is an option where tax-deferred allowances are passed on to beneficiaries, offering them more flexibility ...
  18. Split-Funded Annuity

    A Split-Funded Annuity is a type of annuity that uses a portion of the principal to fund immediate monthly payments and remaining ...
  19. Dower

    A dower was a common law that entitled a widow to a portion of her husband's estate in absence of a will.
  20. SBO-401(k)

    An SBO 401(k) is a tax-deferred, government-registered retirement savings plan for small business owners (SBOs).
  21. Lifetime Payout Annuity

    A Lifetime Payout Annuity is a type of insurance product that pays out a portion of the underlying portfolio of assets over ...
  22. Pop-Up Option

    A pop up option is a joint and survivor pension option that is triggered if the pension plan member's spouse predeceases ...
  23. National Social Security Fund (China)

    National Social Security Fund (China) is a government-controlled investment fund established to fund China's social security ...
  24. Retirement Income Fund - RIF

    Retirement Income Fund - RIF are investment products aimed at paying out a stated yield for those seeking retirement income. ...
  25. Guardian IRA

    A Guardian IRA is an Individual Retirement Account held in the name of a legal guardian or parent on behalf of a child or ...
  26. How to Retire a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  27. Designating a Trust as Retirement Beneficiary

    Designating a trust as your IRA beneficiary can be beneficial, but it requires proper planning to avoid problems.
  28. Group Carve-Out Plan

    A group carve-out plan is a type of group term life insurance designed to appeal to key executives by improving their employer-sponsored ...
  29. Bitcoin IRA

    Bitcoin IRAs allow you to invest your retirement savings in cryptocurrencies, although they come at a high cost
  30. When You Start Saving for Retirement Matters

    Saving for retirement doesn't have to wait until you have full-time job or have started your career.
  31. Salary Reduction Contribution

    A salary reduction contribution is a contribution made to a retirement savings plan that is generally a percentage of an ...
  32. Named Beneficiary

    The term refers to any beneficiary named in a will, a trust, an insurance policy, pension plan accounts, IRAs, or any other ...
  33. Fixed Annuitization Method

    Fixed Annuitization Method is one of three methods by which early retirees of any age can access their retirement funds without ...
  34. KSOP

    A KSOP is a qualified retirement plan that combines an employee's stock ownership plan (ESOP) with a 401(k).
  35. Roth IRA Conversion

    A Roth IRA Conversion is a movement of assets from a Traditional, SEP or SIMPLE IRA to a Roth IRA, which can be subject to ...
  36. Charitable Remainder Annuity Trust

    A Charitable Remainder Annuity Trust - CRAT - is a type of gift transaction in which a donor contributes assets to a charitable ...
  37. Locked-In Retirement Account - LIRA

    A Locked-In Retirement Account - LIRA - is a type of Canadian registered retirement savings alternative that locks in the ...
  38. Independent 401(k)

    An Independent 401(k) is a 401(k) plan set up for an individual running a sole proprietorship or a small business with a ...
  39. Are You Buying Annuities Or Mutual Funds?

    Investing a client's money in variable annuties is becoming a target for criticism.
  40. Pension Option

    Pension option refers to one of a series of choices that a pensioner must make as they approach retirement.
  41. What to Do With Your 401(k) When You Leave a Job

    What you do with your 401(k) when you leave a job matters. Consider these five options.
  42. The Retirement Advice Twitter Is Lampooning

    "By 35, you should have twice your salary saved, according to retirement experts," read the Twitter post that sparked a thousand ...
  43. Standard & Poor's 500 Index - S&P 500

    The Standard & Poor's 500 Index - S&P 500 is a market capitalization weighted index of the 500 largest U.S. publicly ...
  44. The Eligibility Requirements of Roth IRAs

    Roth IRAs have several benefits for those who are eligible to contribute.
  45. GladAge: The Cryptocurrency for Senior Citizens

    A quick look at a cryptocurrency designed exclusively for the specific needs of retirees.
  46. Gold IRA

    A Gold IRA is a retirement investment vehicle used by individuals that holds gold bullion or coins, or other approved precious ...
  47. Valuation Reserve

    A valuation reserve is a fund set aside by an insurance company to protect against potential declines in the value of investment ...
  48. Ontario Teachers' Pension Plan Board - OTPPB

    The Ontario Teachers’ Pension Plan Board oversees the pension fund established for the benefit of public school teachers ...
  49. How To Create an Effective Retirement Income Strategy

    A total return investment policy should balance the requirements of liberal income with sufficient liquidity to withstand ...
  50. What Does Retirement Abroad Cost?

    There's no set amount of money needed to retire abroad. Smaller places and less developed countries offer the best deals, ...
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