退休

• Foreign Plan

  A retirement savings plan created by a person or a company to benefit inpiduals who are ...

  退休 2021-06-19
  

• Reconversion

  A method used by inpiduals to minimize the tax burden of converting an IRA by recharacte...

  退休 2021-06-19
  

• Split-Funded Annuity

  A type of annuity that uses a portion of the principal tofund immediate monthly payments...

  退休 2021-06-19
  

• Pension Adjustment Reversal - PAR

  A numerical calculation in certain Canadian pension plans that reverses a pviously assum...

  退休 2021-06-19
  

• Statement Of Changes In Net Assets Available For Pension Benefits

  An income statement that identifies any transactions that alter the net assets that are ...

  退休 2021-06-19
  

• Same Property Rule

  A regulation relating to IRA rollovers stipulating that whenever a financial asset is wi...

  退休 2021-06-19
  

• Pick-Up Tax

  A tax imposed by state authorities based on the estate tax credit the U.S. federal gover...

  退休 2021-06-19
  

• Money-Purchase Pension Plan

  A defined-contribution plan to which employer contributions are fixed. Employers may co...

  退休 2021-06-19
  

• Named Fiduciary

  The fiduciary that holds responsibility over a given financial account. The named fiduci...

  退休 2021-06-19
  

• Viager

  A (French) real estate agreement where property is sold on a reverse annuity basis. Also...

  退休 2021-06-19