退休

• Grantor Retained Annuity Trust - GRAT

  An estate planning technique that minimizes the tax liability existing when intergenerat...

  退休 2021-06-19
  

• Irrevocable Income-Only Trust - IIOT

  A type of living trust often used for Medicaid planning. It protects assets from being s...

  退休 2021-06-19
  

• Graduated Vesting

  The accelerated benefits employees receive as they increase the duration of their servic...

  退休 2021-06-19
  

• Quality Of Life

  A highly subjective measure of happiness that is an important component of many financia...

  退休 2021-06-19
  

• Roth IRA

  An inpidual retirement plan that bears many similarities to the traditional IRA, but con...

  退休 2021-06-19
  

• Notice Of Assessment - NOA

  An annual statement sent by revenue authorities to taxpayers detailing the amount of inc...

  退休 2021-06-19
  

• Stretch Annuity

  An annuity option where tax-deferred allowances are passed on to the beneficiaries, offe...

  退休 2021-06-19
  

• Qualified Distribution

  Distributions made from a Roth IRA that are tax and penalty free. In order to be a quali...

  退休 2021-06-19
  

• Required Beginning Date - RBD

  The date by which a qualified plan participant or IRA owner must begin receiving require...

  退休 2021-06-19
  

• Deferred Annuity

  A type of annuity contract that delays payments of income, installments or a lump sum un...

  退休 2021-06-19