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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

Fixed Amortization Method
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摘要: One of three methods by which early retirees of any age can access their retirement funds without penalty before turning 50.5. The fixed amortization method amortizes the retiree's account balance ov[阅读全文:]

Fixed Annuitization Method
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摘要: One of three methods by which early retirees of any age can access their retirement funds without penalty before turning 50.5. The fixed annuitization method divides the retiree's account balance by [阅读全文:]

Flat Benefit Formula
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摘要: A method of calculating an employer's contribution to an employee's defined benefit plan whereby the employer multiplies an employee's months of service by a predetermined flat monthly rate.
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Foreign Plan
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摘要: A retirement savings plan created by a person or a company to benefit individuals who are not Canadian residents. These beneficiaries may or may not be Canadian citizens, but the plan applies to incom[阅读全文:]

Form 1099-R
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摘要: An Internal Revenue Service (IRS) form with which an individual reports his or her distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts and/or pensions. The [阅读全文:]

Form 8606
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摘要: A tax form distributed by the Internal Revenue Service (IRS) and used by filers who make nondeductible contributions to an IRA. A separate form should be filed for each tax year that nondeductible con[阅读全文:]

Federal Employee Retirement System - FERS
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摘要: A system that became effective in 1987 and replaced the Civil Service Retirement System (CSRS) as the primary retirement plan for U.S. federal civilian employees. Retirement benefits under FERS are ac[阅读全文:]

Financial Plan
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摘要: A comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

Most individu[阅读全文:]

First-Time Home Buyer
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摘要: An individual who is purchasing a principal residence for the first time. First-time home buyers are more commonly recognized according to several criteria with regards to an individual retirement acc[阅读全文:]

Five-Year Rule
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摘要: If a retirement account owner dies before the required beginning date for receiving distributions, the beneficiary may distribute the inherited assets over his/her (the beneficiary's) life expectancy[阅读全文:]