Retirement Planning

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  1. Qualified Disclaimer

    A qualified disclaimer is a refusal to accept property that meets the provisions set forth in IRC Tax Reform Act of 1976 ...
  2. Graduated Vesting

    Graduated vesting is the acceleration of benefits that employees receive as they increase the duration of their service to ...
  3. Salary Reduction Simplified Employee Pension Plan - SARSEP

    Salary Reduction Simplified Employee Pension Plan - SARSEP was a pre-tax retirement plan for employees of small companies, ...
  4. Permanent Wyoming Mineral Trust Fund - PWMTF

    The Permanent Wyoming Mineral Trust Fund (PWMTF) is the state's oldest and largest permanent fund, with assets of $8.1 billion ...
  5. How to Recover "Lost" Investment Accounts

    It's quite possible to lose track of dormant investment accounts that end up in the hands of state authorities. Here's how ...
  6. CalPERS

    The California Public Employees' Retirement System, or CalPERS, provides retirement benefits to members and is the nation's ...
  7. 4 Things Not to Do After Receiving an Inheritance

    Your inheritance may seem like a lot of money, but that doesn't mean you shouldn't make smart decisions about saving or spending ...
  8. Direct Rollover

    A direct rollover is a distribution of eligible assets from one qualified plan to another.
  9. Irrevocable Income-Only Trust (IIOT)

    An irrevocable income-only trust is a type of living trust often used for Medicaid planning.
  10. Determination Letter

    A determination letter is a formal document that the Internal Revenue Service or IRS issues; it decrees whether a retirement ...
  11. Executor

    An executor is an individual appointed to administrate the estate of a deceased person. The executor's main duty is to carry ...
  12. The Medicare Catastrophic Coverage Act of 1988 (MCCA)

    The Medicare Catastrophic Coverage Act of 1988 (MCAA) is a government bill designed to improve acute care benefits for the ...
  13. Medicare Wages

    Medicare wages are employee earnings that are subject to a U.S. payroll tax known as the Medicare tax.
  14. Five Sources of Income for Your Retirement

    Generating income without going to work can be a murky concept. Find out how it works.
  15. Are Social Security Benefits a Form of Socialism?

    Socialism is a loaded word in the U.S., but Social Security, one of the nation's most popular benefit programs, is wholly ...
  16. Voluntary Bankruptcy

    Voluntary bankruptcy is a type of bankruptcy where an insolvent debtor brings the petition to a court to declare bankruptcy ...
  17. What to do when you're left out of a will

    Learn the various legal steps you can take if you are left out of a will.
  18. Accountable Care Organizations

    Accountable care organizations are provider networks designed under the Affordable Care Act to improve cost efficiency and ...
  19. Benefits of Deferred Compensation Plans

    Understand the difference between a qualifying or nonqualifying deferred compensation plan.
  20. IRA Contributions for High Net Worth Individuals

    Although it may seem counter-intuitive, it's important for high net worth individuals to not put all of their income into ...
  21. Financial Portal

    Financial portals provide a variety of financial data and information and act as an information hub for investors.
  22. Spousal Beneficiary Rollover

    Spousal beneficiary rollover refers to the transfer of a deceased spouse's retirement funds to the surviving spouse who inherits ...
  23. Matching Contribution

    A matching contribution is a type of contribution an employer chooses to make to his or her employee's employer-sponsored ...
  24. Target-Benefit Plan

    A target-benefit plan is one wherein retirement benefits are based on the performance of the investments.
  25. Probate Court

    Probate court is a segment of the judicial system that is primarily charged with handling such matters as wills, estates, ...
  26. Incidents of Ownership

    A person has incidents of ownership if they can change beneficiaries on a life insurance policy, borrow from the cash value, ...
  27. Economic Recovery Tax Act Of 1981 - ERTA

    A law signed by President Ronald Reagan for the largest tax cut in American history. Much of it was reversed a year later.
  28. Form 8891

    Form 8891 was an IRS form that U.S. citizens or residents who participated in registered Canadian retirement savings plans ...
  29. Nondiscrimination Rule

    A nondiscrimination rule states that all employees of a company are able to receive the same benefits, regardless of their ...
  30. File and Suspend

    File and suspend was a Social Security claiming strategy that allowed couples of retirement age to receive spousal benefits ...
  31. Nuncupative Will

    A nuncupative will, or oral will, is a will spoken to witnesses durinng sickness or right before death.
  32. Cash or Deferred Arrangement (CODA)

    A Cash or Deferred Arrangement (CODA) is a specific method of funding any type of qualified profit-sharing, stock bonus, ...
  33. Designated Beneficiary

    A designated beneficiary is usually a person (although it can also be an estate or trust), whose life expectancy is used ...
  34. Voluntary Conveyance

    Voluntary conveyance refers to an elective transfer of title without adequate consideration.
  35. Landominium

    Landominium refers to a unit, built as part of a residential development, whose owner owns both the unit and the land on ...
  36. Entrance Fee

    Entrance fee can refer to a cost for continuing-care retirement communities; instead of buying a unit, residents pay an up-front ...
  37. Heir

    An heir is someone who is legally entitled to inherit some or all of the estate of another person who has died without legal ...
  38. Non-Qualified Distribution

    Non-qualified distribution can refer to either an early distribution from a Roth IRA, or one from an education savings account ...
  39. Active Participant Status

    Active-participant status is a reference to an individual's participation in various employer-sponsored retirement plans. ...
  40. Form 706-GS(D): Generation-Skipping Transfer Tax Return For Distributions

    Form 706 is a tax form used to calculate taxes due on trust distributions that are subject to a generation-skipping tax (GST). ...
  41. Portability

    Portability is an employee's ability or right to retain certain benefits when switching employers.
  42. See-Through Trust

    A see-through trust is treated as the beneficiary of an individual retirement account (IRA).
  43. Asset Protection Trust

    An asset protection trust is a vehicle for holding an individual's assets to shield them from creditors.
  44. Direct Transfer

    A direct transfer is a transfer of assets from one type of tax-deferred retirement plan or account to another.
  45. Deferred Account

    A deferred account postpones tax liabilities until a future date.
  46. Cleanup Fund

    A cleanup fund is an insurance term referring to the final expenses associated with an individual after his/her death.
  47. Financial Infidelity

    Financial infidelity occurs when couples with combined finances lie to each other about money.
  48. Joint Tenancy

    Joint tenancy is a situation where two or more people own a property together.
  49. Certifications For Estate Planning

    These certifications can lead to a promising career, but is estate planning for you?
  50. 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 ...
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Hot Definitions
  1. Intrinsic Value

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  5. Cost of Debt

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  6. Depreciation

    Depreciation is an accounting method of allocating the cost of a tangible asset over its useful life and is used to account ...
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