摘要:
A document published by the Internal Revenue Service (IRS) that provides guidance on how taxpayers are to treat income from pensions and annuities using the General Rule. The IRS breaks monthly inc[阅读全文:]
摘要: A tax deferred pension plan available to self-employed individuals or unincorporated businesses for retirement purposes. A Keogh plan can be set up as either a defined-benefit or defined-contribution [阅读全文:]
摘要: A selection of eligible companies and investments, determined by local state governments, for institutions such as insurance companies and pension plans.
These are generally low risk, lo[阅读全文:]
摘要: An individual retirement account that is left to a beneficiary after the owner's death. If the owner had already begun receiving required minimum distributions (RMDs) at the time of his or her death,[阅读全文:]
摘要: Something of individual value that cannot be touched or held. Intangible personal property can include any item of worth that is not physical in nature. Examples include a copyright, trademark or good[阅读全文:]
摘要: A pension plan that is tied to an individual's Social Security payments to determine the total benefit that the plan participant should receive.
The actual amount sent to the recipient in a de[阅读全文:]
摘要: An advisor who helps investors with their long-term investment planning. An investment consultant, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them[阅读全文:]
摘要: A client information form used by registered investment advisors and other asset managers that aids in determining the optimal portfolio mix for the client. An investment objective survey may come in [阅读全文:]
摘要: Distributing the balance of a participant's retirement account under a qualified plan without the written consent of the participant, the participant's spouse or beneficiary.
Involuntary cash-[阅读全文:]
摘要: A contract between an IRA holder and the financial institution that explains the provisions of the holder's IRA plan.
Things you can find in an adoption agreement and plan document incl[阅读全文:]