退休

• Determination Letter

  A formal document issued by the IRS that decrees whether or not the retirement plan of t...

  退休 2021-06-19
  

• Brokerage Window

  The ability to direct trading within a brokerage's offering through a retirement plan su...

  退休 2021-06-19
  

• Form 8606

  A tax form distributed by the Internal Revenue Service (IRS) and used by filers who make...

  退休 2021-06-19
  

• Legal List

  A selection of eligible companies and investments, determined by local state governments...

  退休 2021-06-19
  

• Employee Stock Purchase Plan - ESPP

  A company-run program in which participating employees can purchase company shares at a ...

  退休 2021-06-19
  

• Life With Guaranteed Term

  An annuitization-method option with which the annuitant chooses to receive regular incom...

  退休 2021-06-19
  

• Superannuation

  An organizational pension program created by a company for the benefit of its employees....

  退休 2021-06-19
  

• Vested Benefit Obligation - VBO

  The actuarial psent value of pension plan benefits belonging to employees of an organiza...

  退休 2021-06-19
  

• Defined-Benefit Plan

  An employer-sponsored retirement plan where employee benefits are sorted out based on a ...

  退休 2021-06-19
  

• Coverdell Education Savings Account - ESA

  A tax-deferred trust account created by the U.S. government to assist families in fundin...

  退休 2021-06-19