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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

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:]

Social Security
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摘要: A United States federal program of social insurance and benefits developed in 1935. The Social Security program's benefits include retirement income, disability income, Medicare and Medicaid, and dea[阅读全文:]

Spending Phase
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摘要: The period in a person's life following retirement in which earning income has come to a stop and the person is living off government subsidy, retirement plans, investments and/or money saved for ret[阅读全文:]

Split-Funded Annuity
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摘要: A type of annuity that uses a portion of the principal to fund immediate monthly payments and then saves the remaining portion to fund a deferred annuity. The two funding[阅读全文:]

Spousal Beneficiary Rollover
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摘要: A transfer of retirement fund assets to the spouse of the deceased. The transfer is generally done in one of two ways. The first way is for the retirement account to remain intact and simply be rename[阅读全文:]

SBO-401(k)
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摘要: A tax-deferred, government-registered retirement savings plan that is specially designed for small business owners (SBOs). Eligible participants for an SBO-401(k) are businesses that employ the busine[阅读全文:]

Section 1035 Exchange
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摘要: A tax-free exchange of an existing annuity contract for a new one.

In order for the new contract to qualify as a Section 1035 Exchange, the policyholder must have exchanged his [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:]