退休

• Cash Plus Fund

  A type of fund, commonly found in Australia, that is formulated for conservative investo...

  退休 2021-06-19
  

• Education IRA

  A savings plan for higher education. Parents and guardians are allowed to make nondeduct...

  退休 2021-06-19
  

• Returnment

  The act of returning to work after one has retired from one's job. Returnment happens fo...

  退休 2021-06-19
  

• Past Service

  Service to an employer that is recognized for the defined benefit pension plan purposes,...

  退休 2021-06-19
  

• IRS Publication 575

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

  退休 2021-06-19
  

• Actuarial Balance

  The difference between future Social Security obligations and the income rate of the Soc...

  退休 2021-06-19
  

• IRA Adoption Agreement And Plan Document

  A contract between an IRA holder and the financial institution that explains the provisi...

  退休 2021-06-19
  

• Non-Qualifying Investment

  An investment that does not qualify for any level of tax-deferred or tax-exempt status. ...

  退休 2021-06-19
  

• Revocable Trust

  A trust whereby provisions can be altered or canceled dependent on the grantor. During t...

  退休 2021-06-19
  

• Direct Transfer

  A transfer of assets from one type of tax-deferred retirement plan or account to another...

  退休 2021-06-19