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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

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 Deduction - RRSP Deduction
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摘要: The amount that a Canadian taxpayer contributes to his or her RRSP. This amount can be deducted from the taxpayer's annual income to arrive at his or her taxable income for the year.

Th[阅读全文:]

Registered Retirement Savings Plan Deduction Limit - RRSP Deduction Limit
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摘要: The maximum amount that the Canada Revenue Agency (CRA) allows a taxpayer to deduct from his or her personal income when calculating tax liability. The sum of contributions made to a taxpayer's perso[阅读全文:]

Remainder Man
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摘要: The person who receives the principal remaining in a trust account after all other required payments have been made, such as those to the beneficiary and expenses.

The remainder man may [阅读全文:]

Replacement Rate
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摘要: The percentage of a worker's pre-retirement income that is paid out by a pension program upon retirement. In pension systems where workers get substantially different payouts due to their differing i[阅读全文:]

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:]

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:]

Redeposit
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摘要: 1. The requirement for a person to reinvest a certain amount of money into their retirement fund after he or she previously requested and obtained a return on the deposits made to the fund during a se[阅读全文:]