Retirement Planning

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  1. Retirement Method of Depreciation

    Retirement method of depreciation describes the accounting practice of delaying the depreciation of a fixed asset until it ...
  2. Other Post-Retirement Benefits

    Other post-retirement benefits are benefits, other than pension distributions, paid to employees during their retirement ...
  3. RMDs and the 70+ Employee

    How to plan your RMDs wisely—and possible ways to delay if you don't need the funds right away.
  4. Registered Retirement Savings Plan Deduction Limit

    Registered Retirement Savings Plan Deduction Limit is the maximum sum Canada allows taxpayers to deduct from their income ...
  5. Recharacterization

    Recharacterization is the reversal of an IRA conversion, such as from a Roth IRA back to a traditional IRA, generally to ...
  6. Chartered Retirement Plans Specialist (CRPS)

    Chartered Retirement Plans Specialist (CRPS) is a credential for those who create, implement and maintain retirement plans ...
  7. Asset Retirement Obligation

    Asset retirement obligation involves the retirement of a tangible, long-lived asset that depends on a future event beyond ...
  8. Combined Single Limits

    Combined single limits are a provision of an insurance policy that limits the coverage for all components of a claim to a ...
  9. Chartered Retirement Planning Counselor (CRPC)

    Chartered Retirement Planning Counselor (CRPC) is a professional financial planning designation awarded by the College for ...
  10. The Greatest Generation

    The Greatest Generation is a term used to describe those who grew up during the Great Depression and fought World War II, ...
  11. 10 Ways to Borrow When Retired

    Before you take money from your nest egg, consider these 10 other ways to borrow in retirement.
  12. How to Balance Retirement and College Savings

    Finding a balance between saving for retirement or a child's college education can be made easier by starting early.
  13. Lifestyle Creep

    Lifestyle creep occurs when an individual's standard of living improves as their discretionary income rises and former luxuries ...
  14. 5 Things to Know About Asset Allocation

    Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you as you build toward ...
  15. Qualified Retirement Plan

    A qualified retirement plan meets the requirements of Internal Revenue Code Section 401(a) and is therefore eligible to receive ...
  16. Conduit IRA

    A conduit IRA is an account used to roll over funds from a qualified retirement plan to another qualified plan.
  17. 5 Financial Habits You Should Start Today

    Starting these five simple habits today can put you on the path to reach short and long-term financial goals.
  18. Inherited IRA

    An inherited IRA is an account that is opened when an individual inherits an IRA or employer-sponsored retirement plan after ...
  19. Social Security Benefits

    Social security benefits are funds that are received by retired workers who have paid in to the Social Security system during ...
  20. Joint And Survivor Annuity

    A joint survivor annuity is an insurance product that continues regular payments as long as one of the annuitants is alive. ...
  21. Personal Finance Basics for Millennials

    Millennials looking to take control of their personal finances should consider these five tips.
  22. Normal Retirement Age (NRA)

    The normal retirement age (NRA) is the age at which people can receive full benefits upon leaving the work force.
  23. Third-Party Claims Administrator

    A third-party claims administrator processes claims for a third-party company.
  24. Traditional Whole Life Policy

    A traditional whole life policy is a type of life insurance contract that provides for insurance coverage of the contract ...
  25. Charitable Gift Annuity

    A charitable gift annuity is an agreement in which an individual transfers assets to a charity in exchange for a lifetime ...
  26. A Guide to Social Security Dependent Benefits

    Advisors tend to focus on retirement benefits, but Social Security also offers dependent benefits.
  27. Qualified Joint and Survivor Annuity (QJSA)

    A qualified joint and survivor annuity (QJSA) provides a lifetime payment to an annuitant and their spouse, child or dependent ...
  28. How to Avoid the Social Security Tax Trap

    There are steps you can take to reduce your tax exposure on your Social Security income.
  29. Social Security Trust Fund

    The Social Security Trust Fund refers to two accounts used by the U.S. government to manage surplus contributions to the ...
  30. Surrender Fee

    A surrender fee is a charge levied against an investor for the early cancellation or withdrawal of funds from an insurance ...
  31. Social Security Act

    The Social Security Act is a law enacted in 1935 to create a system of transfer payments in which younger, working people ...
  32. Yearly Renewable Term Plan of Reinsurance

    A yearly renewable term plan of reinsurance is a type of life reinsurance where mortality risks are transferred to a reinsurer.
  33. Deferred Payment Annuity

    A deferred payment annuity is an insurance product that provides future payments to the buyer rather than an immediate stream ...
  34. Term Certain Annuity

    A term certain annuity is an insurance product that guarantees a periodic payment of a predetermined amount for a fixed term. ...
  35. Joint Life with Last Survivor Annuity

    A joint life with last survivor annuity is an insurance product that provides each spouse or partner with income payments ...
  36. Selecting and Managing Insurance Payouts

    Find out which insurance payout option is right for you before you receive your funds.
  37. Generation X (Gen X)

    Generation X, or Gen X, is the name given to the generation of Americans born between 1961 and 1980, after the Baby Boomers ...
  38. Estate Planning: Living Trusts vs. Simple Wills

    A look at wills versus living trusts and when to choose one over the other.
  39. When to Take Social Security: The Complete Guide

    You don’t have to take it just because you’re retired. If you can live without the income until age 70, you will save on ...
  40. The Last Year Before You Retire

    It's important to take these steps during the last year before you retire in order to guarantee the worry-free retirement ...
  41. Retirement Living: Renting vs. Home Ownership

    There are many things to consider when deciding whether to own a home or rent after you retire.
  42. How Financial Wellness Benefits Employees

    Implementing a financial wellness program can help lead to a more productive, engaged and happier workforce.
  43. Annuity in Arrears

    Annuity in arrears refers to the payment of an equal amount of money that is made at the end of a regular term.
  44. Annuity Factor Method

    The annuity factor method is a way to determine how much may be withdrawn early from retirement accounts before incurring ...
  45. Annuity in Advance

    Annuity in advance refers to an amount of money that is regularly paid at the beginning of a term.
  46. Avoid Overpaying Taxes on IRA Distributions

    Don’t assume your IRA custodian or trustee will track your nondeductible IRA contributions. Avoid overpaying taxes on your ...
  47. Attained Age

    Attained age is the age at which the beneficiary of an insurance policy, retirement plan or other aged-dependent plan, can ...
  48. Delayed Annuity

    A delayed annuity is an annuity in which the first payment is not paid immediately, as in an immediate annuity.
  49. Avoid These 4 Things to Increase Retirement Income

    Avoiding these four mistakes will allow you to earn more income during retirement.
  50. Independent Agent

    An independent agent is an insurance agent that sells insurance provided by several different insurance companies, rather ...
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Hot Definitions
  1. Call Option

    An agreement that gives an investor the right (but not the obligation) to buy a stock, bond, commodity, or other instrument ...
  2. Standard Deviation

    A measure of the dispersion of a set of data from its mean, calculated as the square root of the variance. The more spread ...
  3. Entrepreneur

    An entrepreneur is an individual who founds and runs a small business and assumes all the risk and reward of the venture.
  4. Money Market

    The money market is a segment of the financial market in which financial instruments with high liquidity and very short maturities ...
  5. Perfect Competition

    Pure or perfect competition is a theoretical market structure in which a number of criteria such as perfect information and ...
  6. Compound Interest

    Compound Interest is interest calculated on the initial principal and also on the accumulated interest of previous periods ...
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