退休
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Individual Retirement Annuity
A retirement investment vehicle that is structured similarly to a inpidual retirement ac...
退休 2021-06-19 -
Gifting Phase
The stage in an investor's life where he or she seeks to use his or her accumulated weal...
退休 2021-06-19 -
Unit Benefit Formula
A method of calculating an employer's contribution to an employee's defined benefit plan...
退休 2021-06-19 -
Marital Property
A U.S. state-level legal distinction of a married inpidual's assets. Property acquired b...
退休 2021-06-19 -
Accumulation Unit
1) In the case of a variable annuity, a measurement of the value invested in the account...
退休 2021-06-19 -
Actuarial Valuation
An actuarial valuation is a type of appraisal which requires making economic and demogra...
退休 2021-06-19 -
Ordering Rules
The order in which Roth IRA assets are distributed. Assets are distributed from a Roth I...
退休 2021-06-19 -
Retirement Income Fund - RIF
A group of investment products available to anyone as a conservative means of saving for...
退休 2021-06-19 -
Certain And Continuous
A type of annuity that guarantees a number of payments, even if the annuitant dies. If t...
退休 2021-06-19 -
Designated Roth Account
An inpidual retirement plan in which employees can have all or a portion of contribution...
退休 2021-06-19