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该分类下有324个词条 创建该分类下的词条 "Retirement-退休" 分类下的词条

Post-Retirement Risk
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摘要: The potential risks to financial security that a retired individual could encounter. Post-retirement risks can result in unexpected costs and expenses or lower income, which can jeopardize even the be[阅读全文:]

Pour-Over Will
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摘要: A will established by an individual who has already taken the necessary steps to set up a trust, so that upon the death of the individual, all of his or her assets are to be transferred - or "poured [阅读全文:]

Private Annuity
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摘要: An agreement between two parties in which one party (annuitant) transfers an asset to another party (obligor) in return for unsecured payments for the remainder of the annuitant's life. For the agree[阅读全文:]

Probate Court
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摘要: The segment of the judicial system primarily charged with handling such matters as wills, estates, conservatorships and guardianships, as well as the commitment of mentally ill persons to institutions[阅读全文:]

Qualified Acquisition Cost
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摘要: These are items, in the context of IRA withdrawls, that constitute penalty free withdrawls for an IRA owner who uses the assets to purchase a first home.

These include the following item[阅读全文:]

Qualified Annuity
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摘要:

An financial product that accepts and grows funds, and is funded with pre-tax dollars. "Qualified" is a descriptor given by the Internal Revenue Service (IRS) to indicate that the qualified annui[阅读全文:]

Plan Participant
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摘要: A plan participant either contributes into a pension plan or is in a position to receive benefit payments from the plan. It includes a retired person receiving distributions from a pension plan, or a [阅读全文:]

Pop-Up Option
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摘要: A joint and survivor option that allows you to be reinstated to the basic pension amount if the spouse predeceases the retiree. More and more companies are utilizing this option for an additional char[阅读全文:]

Portability
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摘要: An employee’s ability or right to retain certain benefits when switching employers. Benefits such as certain pension plans and health insurance have portability. Most 401(k) plans have portabili[阅读全文:]

Portable Benefits
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摘要: Benefits that have been paid into or accrued in an employer-sponsored plan and that can be transferred to a new employer's plan or to an individual who is leaving the workforce. Applies to benefits f[阅读全文:]