退休

• Irrevocable Trust

  A trust that can't be modified or terminated without the permission of the beneficiary. ...

  退休 2021-06-19
  

• Federal Employee Retirement System - FERS

  A system that became effective in 1987 and replaced the Civil Service Retirement System ...

  退休 2021-06-19
  

• Modified Adjusted Gross Income - MAGI

  The amount of income that determines how much of an inpidual's IRA contribution is deduc...

  退休 2021-06-19
  

• Qualified Acquisition Cost

  These are items, in the context of IRA withdrawls, that constitute penalty free withdraw...

  退休 2021-06-19
  

• IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of

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

  退休 2021-06-19
  

• Entity-Purchase Agreement

  A type of business succession plan that is used by companies that have more than one own...

  退休 2021-06-19
  

• Portable Benefits

  Benefits that have been paid into or accrued in an employer-sponsored plan and that can ...

  退休 2021-06-19
  

• Charitable Remainder Annuity Trust

  A type of gift transaction in which a donor contributes assets to a charitable trust whi...

  退休 2021-06-19
  

• 529 Plan

  A plan that allows for the ppayment of qualified higher education expenses at eligible e...

  退休 2021-06-19
  

• Highly Compensated Employee

  For employer-sponsored, tax-advantaged retirement plan purposes, anyone who is a 5% owne...

  退休 2021-06-19