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

Spousal IRA
编辑:0次 | 浏览:906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:1038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:988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:852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:]

Social Security Benefits
编辑:0次 | 浏览:828次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

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
编辑:0次 | 浏览:1080次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

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:]

Salary Reduction Contribution
编辑:0次 | 浏览:765次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: A cash- or deferred-contribution arrangement of an employer-sponsored retirement plan, under which participants can choose to set aside part of their pre-tax compensation as a contribution to the plan[阅读全文:]

Same Property Rule
编辑:0次 | 浏览:841次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: A regulation relating to IRA rollovers stipulating that whenever a financial asset is withdrawn from a retirement account or IRA (for the purpose of funding a new IRA, for example), it must be rolled [阅读全文:]

Saver's Tax Credit
编辑:0次 | 浏览:843次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

摘要: A non-refundable tax credit available to lower income individuals and households that contribute to qualified retirement savings plans. This includes employer-sponsored plans such as 401(k), SIMPLE an[阅读全文:]

SBO-401(k)
编辑:0次 | 浏览:1023次 词条创建者:taobiz     创建时间:04-09 16:05
标签:

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:]