退休

• Qualified Joint And Survivor Annuity - QJSA

  An annuity payment from a qualified plan or 403(b) account that provides a life annuity ...

  退休 2021-06-19
  

• Registered Retirement Savings Plan Deduction - RRSP Deduction

  The amount that a Canadian taxpayer contributes to his or her RRSP. This amount can be d...

  退休 2021-06-19
  

• Distress Termination

  A thinning of an employee base that takes place when a company's benefits plan has insuf...

  退休 2021-06-19
  

• Substandard Health Annuity

  An insurance product that can be purchased by a person with a serious, demonstrable heal...

  退休 2021-06-19
  

• Recharacterization

  The treatment of a contribution as being made to another type of IRA instead of the IRA ...

  退休 2021-06-19
  

• Home Buyers' Plan - HBP

  A program in Canada that allows RRSP holders to withdraw up to $25,000 from their plan t...

  退休 2021-06-19
  

• Annuity Factor Method

  A calculation method to determine the amount of eligible withdrawals that an investor ca...

  退休 2021-06-19
  

• Designated Beneficiary

  The person who determines how long the retirement plan will survive as a tax-deferred ve...

  退休 2021-06-19
  

• IRS Publication 590: Individual Retirement Arrangements (IRAs)

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

  退休 2021-06-19
  

• Non-Qualified Plan

  Any type of tax-deferred, employer-sponsored retirement plan that falls outside of emplo...

  退休 2021-06-19