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Retirement Planning- Glossary


Source Money Control

 

  • 401(k) Plan
  • Adjusted Gross Income
  • Age Rule
  • Annuity
  • Asset Allocation
  • Automatic Investment Plan (AIP)
  • Cash Balance Plan Definition
  • Compounding
  • Contingent Beneficiary Definition
  • Contribution Percentage Definition
  • Cost of Living Allowance (COLA)
  • Coverdell Education Savings Account
  • Death Distribution
  • Deduction
  • Defined Benefit Plan
  • Defined Benefit Plan Definition
  • Defined Contribution Plan
  • Defined Contribution Plan Definition
  • Deflation
  • Direct Rollover
  • Diversification
  • Dollar Cost Averaging*
  • Early (premature) Withdrawal
  • Early Retirement Penalty
  • Earned Income
  • Earned Income Rule
  • Education IRA
  • Employer Matching Program
  • Employer-sponsored Retirement Plan
  • Excess Contribution
  • FDIC
  • Fiduciary Duty
  • Form 5329
  • Form 8606
  • Home Equity
  • Individual Retirement Account (IRA)
  • Individual Retirement Accounts (IRAs)
  • Inflation
  • Inflation Risk
  • Investment Portfolio Definition
  • IRA Rollover
  • IRA Transfer
  • Joint and Survivor Payment Option (or Annuity)
  • Life Annuity Payment Option
  • Life Cycle Fund
  • Life Expectancy
  • Lump Sum Distribution
  • Matching Contributions
  • Money Purchase Plan Definition
  • Non-qualified Retirement Plan Definition
  • Primary Beneficiary Definition
  • Profit-Sharing Plan Definition
  • Qualified Retirement Plan
  • Qualified Retirement Plan Definition
  • Recharacterization
  • Required Beginning Date (RBD)
  • Required Minimum Distribution
  • Required Minimum Distribution (RMD)
  • Rollover
  • Rollover IRA
  • Roth IRA
  • Roth IRA Conversion
  • Self-directed IRA
  • Simplified Employee Pension Plan (SEP)
  • Social Security
  • Spousal IRA Definition
  • Substantially Equal Periodic Payments
  • Suitability Standard
  • Target Benefit Plan Definition
  • Target Date Fund
  • Tax-Deferred
  • Tax-Free
  • Term Certain Payment Option
  • Traditional IRA
  • Vested
  • Vesting

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This entry was posted on October 18, 2018 by in Uncategorized.

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