退休

• Underfunded Pension Plan

  A company retirement plan that has more liabilities than assets. In other words, the mon...

  退休 2021-06-19
  

• Investment Consultant

  An advisor who helps investors with their long-term investment planning. An investment c...

  退休 2021-06-19
  

• Roth IRA Conversion

  A reportable movement of assets from a Traditional, SEP or SIMPLE IRA to a Roth IRA. The...

  退休 2021-06-19
  

• Retirement

  When a person chooses to leave the workforce. The concept of full retirement – being abl...

  退休 2021-06-19
  

• Active Participant Status

  Active-participant status is a reference to an inpidual's participation in an employer s...

  退休 2021-06-19
  

• Delayed Annuity

  An annuity in which the first payment is paid at a later date in the future. A delayed a...

  退休 2021-06-19
  

• Charitable Remainder Trust

  A tax-exempt irrevocable trust designed to reduce the taxable income of inpiduals by fir...

  退休 2021-06-19
  

• Employee Contribution Plan

  英文名称：Employee Contribution Plan 中文名称：雇员供款计划一种公司支持型的退休养老计划，公司从雇员薪资中扣除一部分薪酬作为供款，为雇员存入专门的账户...

  退休 2021-06-19
  

• Monthly Income Plan - MIP

  A type of investment vehicle that provides a specified monthly payment to the investor. ...

  退休 2021-06-19
  

• IRA Plan

  A plan that inpiduals may establish to arrange and plan for retirement. Generally, an IR...

  退休 2021-06-19