退休

• Excess Accumulation Penalty

  The penalty a retirement account owner or the beneficiary of a retirement account must p...

  退休 2021-06-19
  

• Non-Qualified Deferred Compensation - NQDC

  Compensation that has been earned by an employee, but not yet received from the employer...

  退休 2021-06-19
  

• Qualified Annuity

  An financial product that accepts and grows funds, and is funded with p-tax dollars. "Qu...

  退休 2021-06-19
  

• Forward Averaging

  Treating lump-sum retirement-plan distributions as if they occurred over a five- or ten-...

  退休 2021-06-19
  

• Elective-Deferral Contribution

  A contribution arrangement of an employer-sponsored retirement plan under which particip...

  退休 2021-06-19
  

• IRA Rollover

  A transfer of funds from a retirement account into a Traditional IRA or a Roth IRA. This...

  退休 2021-06-19
  

• Remainder Man

  The person who receives the principal remaining in a trust account after all other requi...

  退休 2021-06-19
  

• Inheritance

  All or part of a person's estate/assets that is given to an heir once the person is dece...

  退休 2021-06-19
  

• Rule 72(t)

  An Internal Revenue Service (IRS) rule that allows for penalty-free withdrawals from an ...

  退休 2021-06-19
  

• Conservatorship

  A circumstance in which the court declares an inpidual unable to take care of legal matt...

  退休 2021-06-19