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IRS Publication 575
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摘要: A document published by the Internal Revenue Service (IRS) that provides information on how to treat distributions from pensions and annuities, and how to report income from these distributions on a t[阅读全文:]

IRS Publication 590: Individual Retirement Arrangements (IRAs)
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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:]

IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits
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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:]

IRS Publication 939
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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:]

Keogh Plan
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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:]

Legal List
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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:]

Irrevocable Income-Only Trust - IIOT
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摘要: A type of living trust often used for Medicaid planning. It protects assets from being sold to pay for nursing home and other long-term care expenses, so that the assets can be passed on to beneficiar[阅读全文:]

Inherited IRA
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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:]

Intangible Personal Property
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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:]

Integrated Pension Plan
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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:]