摘要: A retirement plan asset rollover performed in the event of the death of the account holder, where the recipient is not the spouse of the deceased. The most common practice for a non-spouse beneficiary[阅读全文:]
摘要: A clause found in qualified retirement plans stating that all employees of a company must be eligible for the same benefits, regardless of position within the company. The rule keeps plans from being [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:]
摘要: A Canadian retirement savings vehicle that is registered with the Canadian government and is being used to produce retirement income for the beneficiary.
Though a matured RRSP is similar[阅读全文:]
摘要: A joint federal and state program that helps low-income individuals or families pay for the costs associated with long-term medical and custodial care, provided they qualify. Although largely funded b[阅读全文:]
摘要: The amount of income that determines how much of an individual's IRA contribution is deductible. The modified adjusted gross income is found by taking the individual's adjusted gross income and addi[阅读全文:]
摘要: A defined-contribution plan to which employer contributions are fixed.
Employers may contribute up to 25% of employees' compensation to a money-purchase pension plan.