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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

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:]

Qualified Disclaimer
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摘要: A refusal to accept property that meets with provisions set forth in the Internal Revenue Code Tax Reform Act of 1976 allowing for the property or interest in property to be treated as an entity that [阅读全文:]

Qualified Distribution
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摘要: Distributions made from a Roth IRA that are tax and penalty free. In order to be a qualified distribution, the following two requirements must be met:

1) It must occur at least five years afte[阅读全文:]

Qualified Joint And Survivor Annuity - QJSA
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摘要: An annuity payment from a qualified plan or 403(b) account that provides a life annuity to the participant and a survivor annuity for the spouse after the participant’s death. QJSA rules apply t[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:]

Pension Plan
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摘要: A type of retirement plan, usually tax exempt, wherein an employer makes contributions toward a pool of funds set aside for an employee's future benefit. The pool of funds is then invested on the emp[阅读全文:]

Pension Shortfall
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摘要: A situation in which a company offering employees a defined benefit plan does not have enough money set aside to meet the pension obligations to employees who will be retired in the future.
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