退休

• Wasting Trust

  A trust that holds plan assets when a qualified plan is frozen. A "wasting trust" derive...

  退休 2021-06-19
  

• Old-Age And Survivors Insurance Trust Fund

  An account within the Social Security Trust Fund used to pay benefits to retired workers...

  退休 2021-06-19
  

• Annuitization Method

  A type of annuity distribution structure that gives the annuitant periodic income paymen...

  退休 2021-06-19
  

• Fixed Amortization Method

  One of three methods by which early retirees of any age can access their retirement fund...

  退休 2021-06-19
  

• Statement Shock

  The shock associated with opening an investment statement and seeing that the value of y...

  退休 2021-06-19
  

• Fully Funded

  A pension plan that has sufficient assets needed to provide for all accrued benefits. In...

  退休 2021-06-19
  

• Phases Of Retirement

  A six-stage process described by researcher Robert Atchley that includes p-retirement, r...

  退休 2021-06-19
  

• Gift Tax

  A federal tax applied to an inpidual giving anything of value to another person. For som...

  退休 2021-06-19
  

• SBO-401(k)

  A tax-deferred, government-registered retirement savings plan that is specially designed...

  退休 2021-06-19
  

• Self-Directed IRA - SDIRA

  A retirement account in which the inpidual investor is in charge of making all investmen...

  退休 2021-06-19