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

Traditional Whole Life Policy
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摘要: A type of life insurance contract that provides for insurance coverage of the contract holder for his/her entire life. Unlike term life insurance, which covers the contract holder until a specified ag[阅读全文:]

Transfer
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摘要: A tax-free, non-reportable movement of assets between retirement plans.

Generally, transfers occur between similar types of plans: for instance, from a Roth IRA to a Roth IRA. There is n[阅读全文:]

Tax Avoidance
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摘要: The use of legal methods to modify an individual's financial situation in order to lower the amount of income tax owed. This is generally accomplished by claiming the permissible deductions and credi[阅读全文:]

Tax-Deferred Savings Plan
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摘要: A savings plan or account that is registered with the government and provides deferral of tax obligations. Tax-deferred savings plans may defer taxable income earned within the account either until wi[阅读全文:]

Tax-Sheltered Annuity
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摘要: A type of annuity that allows an employee to make contributions from his or her income into a retirement plan. The contributions are deducted from the employee's income and, as a result, the contribu[阅读全文:]

Term Certain Annuity
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摘要: An insurance product that guarantees a periodic payment of a predetermined amount for a fixed term. Once the term has elapsed, these products are spent and offer no possibility of any future payments,[阅读全文:]

Succession
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摘要: The action of one party, person or product being replaced by another that has become obsolete, incapacitated, retired or deceased. Ideally, a successor will fill the role of its predecessor, being ful[阅读全文:]

Superannuation
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摘要: An organizational pension program created by a company for the benefit of its employees.

Also referred to as a "company pension plan".

Funds deposited in a superannuation accou[阅读全文:]

Supplemental Executive Retirement Plan - SERP
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摘要: A non-qualified retirement plan for key company employees, such as executives, that provides benefits above and beyond those covered in other retirement plans such as IRA, 401(k) or NQDC plans. There [阅读全文:]

Surrender Fee
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摘要: A charge levied against an investor for the early withdrawal of funds from an insurance or annuity contract, or for the cancellation of the agreement. Surrender fees act as an economic incentive for i[阅读全文:]