摘要: An annual statement sent by revenue authorities to taxpayers detailing the amount of income tax they owe. It includes the amount of their tax refund, tax credit and income tax already paid.
摘要: An account within the Social Security Trust Fund used to pay benefits to retired workers, the beneficiaries and their children. The Old-Age and Survivors Insurance Trust Fund receives deposits from FI[阅读全文:]
摘要: An organization that oversees the pension plan for public school teachers in Ontario, Canada. The organization was established in 1989 and is responsible for investing approximately $100 billion CAD, [阅读全文:]
摘要: A type of 401(k) plan that automatically enrolls the employees of a company to save for their retirement. Eligible employees of a company with this policy are enrolled in the plan at a default contrib[阅读全文:]
摘要: The order in which Roth IRA assets are distributed. Assets are distributed from a Roth IRA in the following order:
1. IRA participant contributions
2. Taxable conversions
3. Non-taxable [阅读全文:]
摘要: Benefits, other than pension distributions, paid to employees during their retirement years. Most post-retirement benefits include life insurance and medical plans. Although these benefits are mostly [阅读全文:]
摘要:
The fiduciary that holds responsibility over a given financial account. The named fiduciary is responsible for operating and administering a qualified retirement plan under the Employee Retirement [阅读全文:]
摘要: A special sum of money saved or invested for one specific future purpose.
Examples of the purposes for which nest eggs are usually intended include retirement, education, and even entert[阅读全文:]
摘要:
The difference in value between the average cost basis of shares and the current market value of the shares held in a tax-deferred account.
The NUA is important if you are distributing[阅读全文:]
摘要: A New Zealand government fund established in response to the projected increase in the cost of funding the New Zealand Superannuation (NZS) - the retirement benefit paid to all eligible citizens aged [阅读全文:]