退休

• Succession

  The action of one party, person or product being replaced by another that has become obs...

  退休 2021-06-19
  

• Five-Year Rule

  If a retirement account owner dies before the required beginning date for receiving dist...

  退休 2021-06-19
  

• Normal Retirement Age - NRA

  The age at which people can receive full benefits upon leaving the work force. In the Un...

  退休 2021-06-19
  

• Credit Shelter Trust - CST

  A type of trust that allows a married investor to avoid estate taxes when passing assets...

  退休 2021-06-19
  

• Investment Objective

  A client information form used by registered investment advisors and other asset manager...

  退休 2021-06-19
  

• Extended IRA

  An IRA that allows a second generation beneficiary to continue to distribute the assets ...

  退休 2021-06-19
  

• Money-Purchase Provisions

  The terms of a registered pension plan that detail the specific amounts that an employer...

  退休 2021-06-19
  

• Sequence Risk

  The risk of receiving lower or negative returns early in a period when withdrawals are m...

  退休 2021-06-19
  

• Required Minimum Distribution - RMD

  The amount that Traditional, SEP and SIMPLE IRA owners and qualified plan participants m...

  退休 2021-06-19
  

• Eligible Rollover Distribution

  A distribution from an IRA, qualified plan, 403(b) plan or 457 plan that is eligible to ...

  退休 2021-06-19