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:]
摘要: A client information form used by registered investment advisors and other asset managers that aids in determining the optimal portfolio mix for the client. An investment objective survey may come in [阅读全文:]
摘要: Distributing the balance of a participant's retirement account under a qualified plan without the written consent of the participant, the participant's spouse or beneficiary.
Involuntary cash-[阅读全文:]
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:]
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:]
摘要: In some states in the U.S. (and in the United Kingdom), a tax imposed on those who inherit assets from a deceased person. The tax rate for inheritance taxes depends on the value of the property receiv[阅读全文:]
摘要: All or part of a person's estate/assets that is given to an heir once the person is deceased.
Most countries tax any inheritances.
[阅读全文:]
摘要: An insurance contract that allows buyers to allocate funds to both fixed and variable annuity components. Most hybrid annuities allow the investor to choose the amount of assets to allocate to the mor[阅读全文:]
摘要: A withdrawal made from a qualified plan account before the holder experiences a triggering event. A triggering event, such as reaching a certain age, or leaving an employer, is often needed to be able[阅读全文:]