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:]
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:]
摘要: When property and/or an estate is transferred to the government because a person has died without a will or an heir to his or her estate.
Transferred property can be claimed back by rela[阅读全文:]
摘要: The collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estat[阅读全文:]
摘要: All of the valuable things an individual owns, such as real estate, art collections, collectibles, antiques, jewelry, investments and life insurance.
The value of a personal estate usual[阅读全文:]
摘要: The penalty a retirement account owner or the beneficiary of a retirement account must pay when he or she fails to distribute a minimum amount due for a year from the retirement account.
[阅读全文:]
摘要: A distribution from an IRA, qualified plan, 403(b) plan or 457 plan that is eligible to be rolled over to another eligible retirement plan.
Often, an eligible rollover distribution occur[阅读全文:]
摘要: A pooled investment account provided by an employer that allows employees to set aside a portion of their pretax wages for retirement savings or other long-term goals (i.e. paying for college tuition,[阅读全文:]
摘要: A company-run program in which participating employees can purchase company shares at a discounted price. Employees contribute to the plan through payroll deductions, which build up between the offeri[阅读全文:]