Retirement Planning

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  1. Valuation Period

    The valuation period is the time period during which value is determined for variable investment options.
  2. Guaranteed Minimum Accumulation Benefit - GMAB

    A guaranteed minimum accumulation benefit (GMAB) is a rider on a variable annuity.
  3. Accessory Dwelling Unit (ADU)

    An accessory dwelling unit (ADU) is a legal term for a secondary house or apartment that shares the building lot of a primary ...
  4. If an individual still has his or her former spouse as the beneficiary of an IRA, does the former spouse receive the assets upon the individual's death?

    Generally, divorce does not effectively change a beneficiary designation unless the divorce decree makes a stipulation to ...
  5. Filing Early for Social Security: When it Makes Sense

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom ...
  6. Enjoy Life Now and Still Save For Later

    Individuals can learn to balance these two often-conflicting aims – lifestyle and retirement goals – by using the following ...
  7. Credit Life Insurance

    Credit life insurance is a policy designed to pay off a borrower's debt if the borrower dies.
  8. Nataros v. Fine Arts Gallery of Scottsdale

    Nataros v. Fine Arts Gallery of Scottsdale is a court case that challenged assumptions about appraisals and fair market value ...
  9. Pick 401(k) Assets Like A Pro

    The pros have already paved the way for you, in presenting investment options. It's your job to come with an asset allocation ...
  10. Traditional IRA

    An individual retirement account allows individuals to direct pretax income, up to specific annual limits, toward investments ...
  11. Managing Varied Generations In The Workplace

    With today's workforce made up of many different generations, here are some ways employers can help different generations ...
  12. 3 Financial Torpedoes That May Sink Your Retirement Plans

    Planning for retirement cannot just include what you expect your everyday expenses to be, it also has to take into account ...
  13. Uniform Policy Provisions, Health Insurance

    Uniform policy provisions are a set of clauses that state regulations require or allow insurance companies to include in ...
  14. The Seasons Of An Investor's Life

    From a tentative spring to a comfortable winter, learn how to weather the phases of your investing journey.
  15. How to Become a Retirement Super Saver

    Accelerating your retirement savings may mean trimming other areas of your financial life.
  16. Should a Canadian citizen who lives and works in the U.S. continue to contribute to a RRSP account?

    No; since your income is not from a Canadian source, you would not be eligible for any tax deductions on your Canada tax ...
  17. I am in my mid thirties and have nothing invested for retirement. Is it too late to start contributing for a retirement plan?

    It is never too late to start saving for retirement. Even starting at age 35 means you will have more than 30 years to save.
  18. Can I roll over a profit-sharing plan to an SEP IRA account without suffering any tax penalties and liquidation of current positions held in this account?

    Yes, if the transaction is processed as a direct rollover to the SEP IRA, then no taxes will be withheld.
  19. Bonhams

    Bonhams is a London-based auction house specializing in the sale of art and antiques.
  20. Executrix

    An executrix refers to a woman who will serve as the executor of a person's last will and testament upon their death.
  21. Group Health Insurance Plan

    A group health insurance plan offers coverage at a lower premium than an individual plan and is available to employees of ...
  22. Should retirees reinvest their dividends?

    Find out why dividend reinvestment may or may not be the right choice for retirees, depending on their financial needs in ...
  23. How to Know What You Can Spend in Retirement

    Learn how pre-retirees can feel confident about receiving their last paycheck.
  24. Retirement Income Planning Anybody Can Do

    Following these steps can help you determine where you stand in regards to your retirement income sources and needs.
  25. Accumulation Unit

    An accumulation unit is 1) the value invested in a variable annuity account or 2) an investment where a unit trust’s income ...
  26. Goal-Based Investing

    Goal-based investing is a relatively new approach to wealth management that emphasizes investing with the objective of attaining ...
  27. When a 401(k) hardship withdrawal makes sense

    If you've exhausted all other avenues, there are ways to withdraw funds before age 59½ – sometimes without the 10% penalty ...
  28. Can I use my IRA to pay for my college loans?

    Learn about how to use your IRA retirement savings to pay for your college loans, including how to avoid the 10% early withdrawal ...
  29. Can I roll a traditional IRA into a 529 college account for my grandchild?

    Not without paying taxes. The IRS considers moving money from your IRA to a 529 plan as a distribution included in your taxable ...
  30. 4 Financial Steps You Can Take on Your Own

    You don't need professional help to take these four essential financial planning steps.
  31. Review These 5 Financial Matters on Your Birthday

    Use your birthday as a reminder to evaluate your financial health annually and make any necessary changes.
  32. A Holistic Approach to Retirement Income

    Total return income planning takes a holistic approach to managing your retirement savings.
  33. Foreign Plan

    A foreign plan is a retirement savings plan created by a person or a company in Canada to benefit individuals who are not ...
  34. Share Your Estate Plan With Your Adult Children

    Talking about estate planning is never an easy conversation, but it's better to do it now than to have your kids deal with ...
  35. Get a 'pensionado' visa to retire in Costa Rica

    Learn how you can get a fixed-income based pensionado visa to retire in Costa Rica. Find out the kinds of applicants the ...
  36. How Americans Struggle with Retirement

    While some struggle to plan a drawdown schedule, others may not be able to afford retirement at all.
  37. A Guide to Estate Planning When You're Young

    No matter what age you are, estate planning and the documents that go with it are important.
  38. Baby Boomers Represent Untapped Business Potential

    Millennials are receiving the most attention from financial advisors, but boomers share the same problems, including a need ...
  39. The Automatic Millionaire: PAGES

    Entrepreneur and top model Jessica Perez tells Investopedia why David Bach's "The Automatic Millionaire" is her favorite ...
  40. The Government Pension Investment Fund (Japan)

    The Government Pension Investment Fund is the pension fund for Japanese public employees.
  41. Overfunded Pension Plan

    An overfunded pension plan is a company retirement plan that has more assets than liabilities.
  42. Pension Plan Administrator

    A pension plan administrator manages the day-to-day affairs and the strategic decisions involved with a group's pension fund/plan. ...
  43. Registered Pension Plan (RPP)

    A registered pension plan is a form of trust that provides pension benefits for an employee of a company upon retirement.
  44. Canada Pension Plan (CPP)

    The Canada Pension Plan is one of three levels of Canada's retirement income system, which is responsible for paying retirement ...
  45. Pension Risk Transfer

    Pension risk transfer is when a defined benefit pension provider offloads the risk and retirement payment liabilities to ...
  46. Pension Pillar

    A pension pillar is one of five pension formats established by the World Bank, which has since been adopted by many economically ...
  47. Underfunded Pension Plan

    An underfunded pension plan is a company retirement plan that has more liabilities than assets.
  48. Year's Maximum Pensionable Earnings (YMPE)

    Year's maximum pensionable earnings is the maximum amount on which to base contributions to the Canada or Quebec Pension ...
  49. Corporate Pension Plan

    A corporate pension plan is a formal arrangement between a company and its employees, or employees' union, that provides ...
  50. Pay-As-You-Go Pension Plan

    A pay-as-you-go pension plan is a retirement scheme where the plan beneficiaries decide how much they want to contribute.
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