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

Stretch Annuity
编辑:0次 | 浏览:913次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: An annuity option where tax-deferred allowances are passed on to the beneficiaries, offering the beneficiaries more flexibility and control over maintaining the investment. Therefore, the beneficiary [阅读全文:]

Substandard Health Annuity
编辑:0次 | 浏览:903次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: An insurance product that can be purchased by a person with a serious, demonstrable health problem which will likely shorten the annuitant's life expectancy. A substandard health annuity is a type of[阅读全文:]

Succession
编辑:0次 | 浏览:774次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

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
编辑:0次 | 浏览:837次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

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
编辑:0次 | 浏览:1031次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

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
编辑:0次 | 浏览:1463次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

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:]

Spousal IRA
编辑:0次 | 浏览:935次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: A Traditional or Roth IRA established and funded by an individual for his or her spouse.

These plans are typically set up when the spouse has little or no income, as they provide added b[阅读全文:]

Standard Of Living
编辑:0次 | 浏览:1103次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: The level of wealth, comfort, material goods and necessities available to a certain socioeconomic class in a certain geographic area. The standard of living includes factors such as income, quality an[阅读全文:]

Statement Of Changes In Net Assets Available For Pension Benefits
编辑:0次 | 浏览:1057次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: An income statement that identifies any transactions that alter the net assets that are available for pension benefits. Pension fund statements list additions and deductions from the available asset l[阅读全文:]

Statement Shock
编辑:0次 | 浏览:917次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: The shock associated with opening an investment statement and seeing that the value of your portfolio has dropped more than expected. Statement shock most commonly occurs as a result of an unexpected [阅读全文:]