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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

Spousal IRA
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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
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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
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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
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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:]

Social Security Benefits
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摘要: The monetary benefits received by retired workers who have paid in to the Social Security system during their working years. Social Security benefits are paid out on a monthly basis to retired workers[阅读全文:]

Social Security Trust Fund
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摘要: An account used by the United States federal government to record excess contributions paid into the Social Security system. The Social Security Trust Fund is used when contributions made by workers a[阅读全文:]

Self-Directed IRA - SDIRA
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摘要:

A retirement account in which the individual investor is in charge of making all investment decisions. The self-directed IRA provides the investor with greater opportunity for asset diversification[阅读全文:]

Self-Directed RRSP
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摘要: A type of RRSP (Registered Retirement Savings Plan) whose owner determines the asset mix held in the trust. An RRSP is a Canadian retirement savings vehicle to which contributions are tax deductible o[阅读全文:]

Sequence Risk
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摘要: The risk of receiving lower or negative returns early in a period when withdrawals are made from the underlying investments. The order or the sequence of investment returns is a primary concern for th[阅读全文:]

Single-Life Payout
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摘要: One of two payout option methods an employer uses to distribute retirement benefits. At retirement, a retiree has the choice of either a single-life payout or a joint-life payout. A single-life payout[阅读全文:]