金融百科>> 百科分类 >> Financial Glossary-英文财经词汇 >> Retirement-退休

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

IRA Adoption Agreement And Plan Document
编辑:0次 | 浏览:1349次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

摘要: A contract between an IRA holder and the financial institution that explains the provisions of the holder's IRA plan.

Things you can find in an adoption agreement and plan document incl[阅读全文:]

IRA Plan
编辑:0次 | 浏览:1325次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

摘要: A plan that individuals may establish to arrange and plan for retirement. Generally, an IRA plan allows you to save money and defer taxes until you retire. IRA plans have annual contribution limits th[阅读全文:]

IRA Rollover
编辑:0次 | 浏览:1529次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

摘要: A transfer of funds from a retirement account into a Traditional IRA or a Roth IRA. This can occur either through a direct transfer or by a check, which the custodian of the distributing account write[阅读全文:]

Irrevocable Income-Only Trust - IIOT
编辑:0次 | 浏览:1317次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

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
编辑:0次 | 浏览:1272次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

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
编辑:0次 | 浏览:1403次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

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:]

Incentive Trust
编辑:0次 | 浏览:1422次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

摘要: A legally binding fiduciary relationship in which the trustee holds and manages the assets contributed to the trust by the grantor. In an incentive trust arrangement, the trustee must adhere to specif[阅读全文:]

Independent 401(k)
编辑:0次 | 浏览:1425次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

摘要: A 401(k) plan set up for an individual running a sole proprietorship or a small business with a spouse/immediate family member. Plan contribution limits for the individual are equal to a typical compa[阅读全文:]

Indexed Annuity
编辑:0次 | 浏览:1357次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

摘要: A special class of annuities that yields returns on your contributions based on a specified equity-based index. These annuities can be purchased from an insurance company, and similar to other types o[阅读全文:]

Indexed Earnings
编辑:0次 | 浏览:1442次 词条创建者:taobiz     创建时间:04-09 16:04
标签:

摘要: A worker's past wages that have been adjusted for changes in the overall wage level in the economy. Indexed earnings are generally used in computing pension-type benefits. Since wage levels generally[阅读全文:]