退休

• Flat Benefit Formula

  A method of calculating an employer's contribution to an employee's defined benefit plan...

  退休 2021-06-19
  

• Crummey Power

  A technique that enables a person to receive a gift that is not eligible for a gift-tax ...

  退休 2021-06-19
  

• IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits

  A document published by the Internal Revenue Service (IRS) that provides information on ...

  退休 2021-06-19
  

• Holographic Will

  A holographic will is a will that is handwritten and signed by the testator (the person ...

  退休 2021-06-19
  

• Keogh Plan

  A tax deferred pension plan available to self-employed inpiduals or unincorporated busin...

  退休 2021-06-19
  

• Accumulation Phase

  1. A period of time when an annuity investor is in the early stages of building up the c...

  退休 2021-06-19
  

• Inheritance Tax

  In some states in the U.S. (and in the United Kingdom), a tax imposed on those who inher...

  退休 2021-06-19
  

• Charitable Lead Trust

  A trust designed to reduce beneficiaries' taxable income by first donating a portion of ...

  退休 2021-06-19
  

• Life Settlement

  The selling of one's life insurance policy to a third party for a one time cash payment....

  退休 2021-06-19
  

• Annuity Contract

  The written agreement between an insurance company and a customer outlining each party's...

  退休 2021-06-19