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This page of Finance Wikia lists the terms associated with Retirement. It is always advisable if we become familiar with various terms related to Retirement: Retirement Glossary.

This Glossary is not complete. You may read and come across many other terms associated with the Mutual Funds. You are welcome to update the list and expand this Mutual Fund Glossary. Thanks!

Contents

0–9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

0-9[]

401(k) Plan
403(b) Plan
412(i) Plan
457 Plan
529 Plan

A[]

Accumulation Phase
Accumulation Unit
Active-Participant Status
Advance Directive
Annuitant
Annuitization
Annuitization Method
Annuitization Phase
Annuity Contract
Annuity Unit
Assumed Interest Rate - AIR
Attorney In Fact
Automatic Rollover

B[]

Beneficiary
Benefit Offset
Blackout Period
Boomerang

C[]

Cafeteria Plan
Canada Pension Plan - CPP
Capital Gains Treatment
Capital Growth Strategy
Cash Balance Pension Plan
Catch-Up Contribution
Central Provident Fund - CPF
Certified Senior Consultant - CSC
Charitable Lead Trust
Charitable Remainder Trust
Cliff Vesting
Conduit IRA
Conservatorship
Consolidated Omnibus Budget Reconciliation Act - COBRA
Conveyance
Corporate Pension Plan
Coverdell Education Savings Account - ESA
Credit Shelter Trust - CST
Crummey Power
Current Income
Custodial Account

D[]

Deferred Account
Deferred Annuity
Deferred Profit Sharing Plan - DPSP
Defined-Benefit Plan
Defined-Contribution Plan
Department of Labor - DOL
Direct Rollover
Disclaimer Trust
Disclosure Statement
Distribution
Diversification
Donor Advised Fund

E[]

Early Withdrawal
Economic Growth And Tax Relief Reconciliation Act of 2001 - EGTRRA
Education IRA
Elective-Deferral Contribution
Eligible Rollover Distribution
Employee Contribution Plan
Employee Retirement Income Security Act - ERISA
Employee Stock Purchase Plan - ESPP
Escheat
Estate
Estate Planning
Excess-Accumulation Penalty
Extended IRA

F[]

First-Time Homebuyer
Five-Year Rule
Fixed Income
Flat Benefit Formula
Flower Bond
Foreign Plan
Form 1099-R
Forward Averaging

G[]

Generation-Skipping Trust
Gift Tax
Gifting Phase
Golden Boot
Government-Sponsored Retirement Arrangement - GSRA
Grantor Retained Annuity Trust - GRAT
Guaranteed Death Benefit
Guaranteed Lifetime Withdrawal Benefit - GLWB
Guaranteed Minimum Accumulation Benefit - GMAB
Guardian IRA
GUST Restatement

H[]

Heir

I[]

In-Service Withdrawal
Incentive Trust
Indexed Annuity
Individual Retirement Account - IRA
Inflation-Protected Annuity - IPA
Inheritance
Inheritance Tax
Installment Receipt
Inter-Vivos Trust
Interest Rate Ceiling
Intestacy
Investment Consultant
Investment Objective
Involuntary Cash-Out
IRA Adoption Agreement and Plan Document
Irrevocable Trust

J[]

K[]

Keogh Plan
Kids In Parents' Pockets Eroding Retirement Savings - KIPPERS
KSOP

L[]

Legal List
Liability Driven Investment - LDI
Life Expectancy
Life Option
Life With Guaranteed Term
Longevity Risk
Lump-Sum Distribution

M[]

Marital Property
Matching Contribution
Matching Strategy
Matured RRSP
Medicaid
Modified Adjusted Gross Income - MAGI
Money-Purchase Pension Plan
Money-Purchase Provisions
Mortality And Expense Risk Charge

N[]

Nest Egg
Net Unrealized Appreciation - NUA
Non-Qualified Deferred Compensation - NQDC
Non-Qualifying Investment
Nonelective Contribution
Notice Of Assessment - NOA

O[]

Old Age, Survivors and Disability Insurance Program - OASDI
Ordering Rules
Other Post-Retirement Benefits
Outside Earnings
Overcontribution

P[]

Pay Yourself First
Pension Adjustment - PA
Pension Benefit Guaranty Corporation - PBGC
Pension Fund
Pension Plan
Pension Protection Act Of 2006 - PPA
Pension Shortfall
Period Certain
Pick-Up Tax
Pop-Up Option
Pour-Over Will
Private Annuity

Q[]

Qualified Acquisition Cost
Qualified Disclaimer
Qualified Distribution
Qualified Joint And Survivor Annuity - QJSA
Qualified Retirement Plan (Qualified Plan)
Qualified Terminable Interest Property (QTIP) Trust
Qualified Trust

R[]

Rabbi Trust
Rebalancing
Recharacterization
Reconversion
Redeposit
Registered Pension Plan - RPP
Registered Retirement Income Fund - RRIF
Registered Retirement Savings Plan - RRSP
Registered Retirement Savings Plan Contribution - RRSP Contribution
Registered Retirement Savings Plan Deduction - RRSP Deduction
Registered Retirement Savings Plan Deduction Limit - RRSP Deduction Limit
Remainder Man
Required Beginning Date - RBD
Required Minimum Distribution - RMD
Reverse Mortgage
Revocable Trust
Revoked IRA
Rollover
Roth 401(k)
Roth IRA
Roth IRA Conversion
Rule 72(t)

S[]

Salary-Reduction Contribution
Same Property Rule
Saver's Tax Credit
Savings Incentive Match Plan for Employees of Small Employers - SIMPLE
SBO-401(k)
Section 1035 Exchange
Self-Directed RRSP
Simplified Employee Pension - SEP (Simplified Employee Pension IRA)
Social Security
Spending Phase
Spousal IRA
Straight Life Annuity
Stretch Annuity
Substandard Health Annuity
Substantially Equal Periodic Payment - SEPP
Succession
Superannuation
Supplemental Executive Retirement Plan - SERP
Supplemental Security Income - SSI
Surrender Fee
Systematic Withdrawal Schedule

T[]

Target-Benefit Plan
Tax-Sheltered Annuity
Teacher Retirement System - TRS
Term Certain Annuity
Testamentary Trust
Traditional IRA
Traditional Whole Life Policy
Transfer
Triggering Event

U[]

Unified Managed Account - UMA
Unit Benefit Formula

V[]

Variable Annuity
Viager

W[]

Waterfall Concept
Will Variation

X[]

Y[]

Z[]

See also[]

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