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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

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:]

Qualified Professional Asset Manager - QPAM
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摘要: A registered investment advisor/manager. The criteria for qualifying as a QPAM are defined by the Employee Retirement Income Security Act (ERISA). Regulated institutions such as banks and insurance co[阅读全文:]

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:]

Pensionable Service
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摘要:

The period of service, expressed in a yearly figure, for which a worker has established pension credits for a pension plan. Pension benefits are typically based on the worker's pensionable service[阅读全文:]

Phased Retirement
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摘要: A broad range of employment arrangements that allow an employee who is approaching retirement age to continue working with a reduced workload, and eventually transition from full-time work to full-tim[阅读全文:]

Phases Of Retirement
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摘要: A six-stage process described by researcher Robert Atchley that includes pre-retirement, retirement, contentment, disenchantment, reorientation and routine. Not all individuals will experience all of [阅读全文:]

Pick-Up Tax
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摘要: A tax imposed by state authorities based on the estate tax credit the U.S. federal government allows on the federal estate tax return. As this tax is imposed at the state level, the amounts owing vary[阅读全文:]