退休
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Inherited IRA
An inpidual retirement account that is left to a beneficiary after the owner's death. If...
退休 2021-06-19 -
Life Option
An annuitization-method option for a typical annuity offered by an insurance company wit...
退休 2021-06-19 -
Will Variation
A law that allows spouses and children to contest a will if they are not adequately prov...
退休 2021-06-19 -
Disclaimer Trust
A trust that has embedded provisions (usually contained in a will) which allow a survivi...
退休 2021-06-19 -
Other Post-Retirement Benefits
Benefits, other than pension distributions, paid to employees during their retirement ye...
退休 2021-06-19 -
GUST Restatement
As a result of changes to tax law in the United States, employers and retirement plan sp...
退休 2021-06-19 -
Consumption Smoothing
The ways in which people try to optimize their lifetime standard of living by ensuring a...
退休 2021-06-19 -
Nonperiodic Distribution
A type of employee retirement-plan distribution that is not considered a periodic distri...
退休 2021-06-19 -
DB(k) Plan
A retirement plan that combines some of the characteristics of a 401(k) plan with those ...
退休 2021-06-19 -
Qualified Professional Asset Manager - QPAM
A registered investment advisor/manager. The criteria for qualifying as a QPAM are defin...
退休 2021-06-19