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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

Enroned
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摘要: A slang term for having been negatively affected by senior management's inappropriate actions or decisions. Being "Enroned" can happen to any stakeholder, such as employees, shareholders or even s[阅读全文:]

Entity-Purchase Agreement
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摘要: A type of business succession plan that is used by companies that have more than one owner. The plan involves having the company take out an insurance policy on the lives of owners in the amount equal[阅读全文:]

Entrance Fee
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摘要: A term that can refer to any charge for admission. However, it is commonly used in reference to continuing-care retirement communities (CCRCs). Rather than purchase a unit in a CCRC, residents typical[阅读全文:]

Early Withdrawal
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摘要: The removal of funds from a fixed-term investment before the maturity date, or the removal of funds from a tax-deferred investment account or retirement savings account, such as an IRA or 401(k) befor[阅读全文:]

Education IRA
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摘要: A savings plan for higher education. Parents and guardians are allowed to make nondeductible contributions to an education IRA for a child under the age of 18. The education IRA is now refered to as t[阅读全文:]

Department Of Labor - DOL
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摘要: A U.S government cabinet body responsible for standards in occupational safety, wages and number of hours worked, unemployment insurance benefits, re-employment services and a portion of the country'[阅读全文:]

Designated Beneficiary
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摘要: The person who determines how long the retirement plan will survive as a tax-deferred vehicle under the laws governing certain retirement plans. The designated beneficiary must be a person, or in cert[阅读全文:]

Designated Roth Account
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摘要:

An individual retirement plan in which employees can have all or a portion of contributions to a 401(k) or 403(b) placed into a separate Roth retirement account. Contributions made to a designated [阅读全文:]

Determination Letter
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摘要: A formal document issued by the IRS that decrees whether or not the retirement plan of the addressee is within Employee Retirement Income Security Act (ERISA) guidelines. If the plan is determined to [阅读全文:]

Direct Rollover
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摘要: A distribution of eligible rollover assets from a qualified plan, 403(b) plan, or a governmental 457 plan to a Traditional IRA, qualified plan, 403(b) plan, or a governmental 457 plan; or a distributi[阅读全文:]