退休

• Private Annuity

  An agreement between two parties in which one party (annuitant) transfers an asset to an...

  退休 2021-06-19
  

• 90-Age Formula

  An equation used by Canadian retirees to calculate how much money to withdraw each year ...

  退休 2021-06-19
  

• Voluntary Employees Beneficiary Association Plan - VEBA

  A tax-free post-retirement medical expense account used by retirees and their eligible d...

  退休 2021-06-19
  

• Adjustment Provision

  A provision in a life insurance policy that allows the policy to be changed in one or mo...

  退休 2021-06-19
  

• Allocated Benefits

  A type of payment that comes from a defined-benefit retirement plan. Allocated benefits ...

  退休 2021-06-19
  

• Pension Shortfall

  A situation in which a company offering employees a defined benefit plan does not have e...

  退休 2021-06-19
  

• Estate

  All of the valuable things an inpidual owns, such as real estate, art collections, colle...

  退休 2021-06-19
  

• 412(i) Plan

  A defined-benefit pension plan designed for small business owners in the United States. ...

  退休 2021-06-19
  

• IRS Publication 554

  A document published by the Internal Revenue Service (IRS) that provides seniors with in...

  退休 2021-06-19
  

• Hardship Withdrawal

  An emergency withdrawal from a retirement plan that may be subject to certain tax or acc...

  退休 2021-06-19