退休

• Spending Phase

  The period in a person's life following retirement in which earning income has come to a...

  退休 2021-06-19
  

• Life Income Fund - LIF

  In Canada, a type of registered retirement income fund that is used to hold pension fund...

  退休 2021-06-19
  

• Cash Or Deferred Arrangement - CODA

  The method of funding any type of qualified profit-sharing or stock bonus plan. Cash or ...

  退休 2021-06-19
  

• Rebalancing

  The process of realigning the weightings of one's portfolio of assets. Rebalancing invol...

  退休 2021-06-19
  

• Compound Probability

  A mathematical term relating to the likeliness of two independent events occurring. The ...

  退休 2021-06-19
  

• Net Unrealized Appreciation - NUA

  The difference in value between the average cost basis of shares and the current market ...

  退休 2021-06-19
  

• Beneficiary

  英文名称：Beneficiary 中文名称：受益方遗嘱或财务合约中声明有权在资产拥有者过世后继承其财产的个人或机构。 A person or entity named in a...

  退休 2021-06-19
  

• 457 Plan

  A non-qualified, deferred compensation plan established by state and local governments a...

  退休 2021-06-19
  

• Lump-Sum Payment

  A one-time payment for the total or partial value of an asset. A lump-sum payment is usu...

  退休 2021-06-19
  

• Catch-Up Contribution

  A type of retirement savings contribution that allows people over 50 to make additional ...

  退休 2021-06-19