退休
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Transfer
A tax-free, non-reportable movement of assets between retirement plans. Generally, tran...
退休 2021-06-19 -
Escheat
When property and/or an estate is transferred to the government because a person has die...
退休 2021-06-19 -
Agency By Necessity
A type of relationship whereby one party can make essential decisions for another party....
退休 2021-06-19 -
Intangible Personal Property
Something of inpidual value that cannot be touched or held. Intangible personal property...
退休 2021-06-19 -
Nonforfeiture Clause
A clause in an insurance policy that allows for the insured to receive all or a portion ...
退休 2021-06-19 -
Roth Option
An option available within some employer-sponsored qualified plans that allows for Roth ...
退休 2021-06-19 -
Probate Court
The segment of the judicial system primarily charged with handling such matters as wills...
退休 2021-06-19 -
Generation-Skipping Trust
A type of legally binding trust agreement in which the contributed assets are passed dow...
退休 2021-06-19 -
Indexed Annuity
A special class of annuities that yields returns on your contributions based on a specif...
退休 2021-06-19 -
Attorney In Fact
A person who is authorized to perform business-related transactions on behalf of someone...
退休 2021-06-19