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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

Required Beginning Date - RBD
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摘要: The date by which a qualified plan participant or IRA owner must begin receiving required minimum distributions from his or her retirement account.

This date occurs on April 1 following [阅读全文:]

Required Minimum Distribution - RMD
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摘要: The amount that Traditional, SEP and SIMPLE IRA owners and qualified plan participants must begin distributing from their retirement accounts by April 1 following the year they reach age 70.5. RMD amo[阅读全文:]

Required Minimum Distribution Method
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摘要:

One of three methods by which early retirees of any age can access their retirement funds without penalty before turning 59 ½. Normally, funds withdrawn before age 59 ½ are assessed a 10%[阅读全文:]

Retirement Contribution
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摘要: A monetary contribution to a retirement plan. Retirement contributions can be pretax or after tax, depending on whether the retirement plan is qualified, how much the contribution is in relation to th[阅读全文:]

Retirement Income Fund - RIF
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摘要: A group of investment products available to anyone as a conservative means of saving for retirement. A RIF is generally a mutual fund that is well diversified in large and mid-cap stocks and bonds. A [阅读全文:]

Retirement Planner
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摘要: A practicing professional who helps individuals prepare a retirement plan. A retirement planner identifies sources of income, estimates expenses, implements a savings program and helps manage assets. [阅读全文:]

Registered Retirement Savings Plan Contribution - RRSP Contribution
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摘要: Assets invested in an RRSP. RRSP contributions can be made at any time and for any amount up to an individual’s contribution limit for the year. If a contributor does not make the maximum allowa[阅读全文:]

Recareering
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摘要: A late-in-life career change. Recareering is not just a job change, but a move to a completely different career path. Money, power and prestige are prime motivators for many people switching careers, [阅读全文:]

Recharacterization
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摘要: The treatment of a contribution as being made to another type of IRA instead of the IRA to which the contribution was initially made.

For instance, an individual may make a participant c[阅读全文:]

Reconversion
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摘要: A method used by individuals to minimize the tax burden of converting an IRA by recharacterizing Roth IRA-converted amounts back to a Traditional IRA and then converting these assets back to a Roth IR[阅读全文:]