摘要: A document published by the Internal Revenue Service (IRS) that provides information on individual retirement arrangements (IRAs), including how to set up an IRA, how to contribute, how much can be co[阅读全文:]
摘要:
A document published by the Internal Revenue Service (IRS) that provides information on income tax rules for individuals who have retired from federal service. Retirement benefits for federal emplo[阅读全文:]
摘要:
A document published by the Internal Revenue Service (IRS) that provides guidance on how taxpayers are to treat income from pensions and annuities using the General Rule. The IRS breaks monthly inc[阅读全文:]
摘要: A tax deferred pension plan available to self-employed individuals or unincorporated businesses for retirement purposes. A Keogh plan can be set up as either a defined-benefit or defined-contribution [阅读全文:]
摘要: A selection of eligible companies and investments, determined by local state governments, for institutions such as insurance companies and pension plans.
These are generally low risk, lo[阅读全文:]
摘要: A trust that can't be modified or terminated without the permission of the beneficiary. The grantor, having transferred assets into the trust, effectively removes all of his or her rights o[阅读全文:]
摘要: An individual retirement account that is left to a beneficiary after the owner's death. If the owner had already begun receiving required minimum distributions (RMDs) at the time of his or her death,[阅读全文:]
摘要: Something of individual value that cannot be touched or held. Intangible personal property can include any item of worth that is not physical in nature. Examples include a copyright, trademark or good[阅读全文:]
摘要: A pension plan that is tied to an individual's Social Security payments to determine the total benefit that the plan participant should receive.
The actual amount sent to the recipient in a de[阅读全文:]
摘要: An advisor who helps investors with their long-term investment planning. An investment consultant, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them[阅读全文:]