Retirement-退休

Medicaid

[概述]Ajointfederalandstateprogramthathelpslow-incomeindividualsorfamiliespayforthecostsassociatedwithlong-termmedicalandcusto...[查看详细]

[查看次数]100

Modified Adjusted Gross Income - MAGI

[概述]Theamountofincomethatdetermineshowmuchofanindividual'sIRAcontributionisdeductible.Themodifiedadjustedgrossincomeisfoundb...[查看详细]

[查看次数]108

Life Settlement

[概述]Thesellingofone'slifeinsurancepolicytoathirdpartyforaonetimecashpayment.Thepurchaserthenbecomesthebeneficiaryofthepolicy...[查看详细]

[查看次数]99

Life With Guaranteed Term

[概述]Anannuitization-methodoptionwithwhichtheannuitantchoosestoreceiveregularincomepaymentsthatareguaranteedtolasttherestofhi...[查看详细]

[查看次数]92

Locked In

[概述]Asituationwhereaninvestorisunwillingorunabletoexitapositionbecauseoftheregulations,taxesorpenaltiesassociatedwithdoingso...[查看详细]

[查看次数]99

Locked-In Retirement Account - LIRA

[概述]Atypeofregisteredretirementsavingsalternativethatlocksinthepensionfundsininvestments.Whilethefundsarelockedin,theyareuna...[查看详细]

[查看次数]109

Lump-Sum Distribution

[概述]Aone-timepaymentfortheentireamountdue,ratherthanbreakingpaymentsintosmallerinstallments.Somelump-sumdistributionsreceive...[查看详细]

[查看次数]113

Liability Matching

[概述]Anincreasinglypopularinvestmentstrategythatattemptstotimefutureassetssalesandincomestreamstomatchagainstexpectedfutureex...[查看详细]

[查看次数]91

Life Expectancy Method

[概述]Amethodofcalculatingannuitypayments,bydividingthebalanceortotalvalueofaretirementaccountbythepolicyholder'santicipatedle...[查看详细]

[查看次数]102

Life Expectancy

[概述]1.Theageuntilwhichapersonisexpectedtolive.2.Theremainingnumberofyearsanindividualisexpectedtolive,basedonIRSissuedlifeex...[查看详细]

[查看次数]117

Life Income Fund - LIF

[概述]InCanada,atypeofregisteredretirementincomefundthatisusedtoholdpensionfunds,andeventuallypayoutretirementincome.Thelifein...[查看详细]

[查看次数]105

Life Option

[概述]Anannuitization-methodoptionforatypicalannuityofferedbyaninsurancecompanywithwhichtheannuitantchoosestoreceiveregularinc...[查看详细]

[查看次数]95

IRS Publication 575

[概述]AdocumentpublishedbytheInternalRevenueService(IRS)thatprovidesinformationonhowtotreatdistributionsfrompensionsandannuiti...[查看详细]

[查看次数]105

IRS Publication 590: Individual Retirement Arrangements (IRAs)

[概述]AdocumentpublishedbytheInternalRevenueService(IRS)thatprovidesinformationonindividualretirementarrangements(IRAs),includ...[查看详细]

[查看次数]89

IRS Publication 721: Tax Guide To U.S. Civil Service Retirement Benefits

[概述]AdocumentpublishedbytheInternalRevenueService(IRS)thatprovidesinformationonincometaxrulesforindividualswhohaveretiredfro...[查看详细]

[查看次数]106

IRS Publication 939

[概述]AdocumentpublishedbytheInternalRevenueService(IRS)thatprovidesguidanceonhowtaxpayersaretotreatincomefrompensionsandannui...[查看详细]

[查看次数]150

Keogh Plan

[概述]Ataxdeferredpensionplanavailabletoself-employedindividualsorunincorporatedbusinessesforretirementpurposes.AKeoghplancanb...[查看详细]

[查看次数]97

Legal List

[概述]Aselectionofeligiblecompaniesandinvestments,determinedbylocalstategovernments,forinstitutionssuchasinsurancecompaniesand...[查看详细]

[查看次数]96

Irrevocable Trust

[概述]Atrustthatcan'tbemodifiedorterminatedwithoutthepermissionofthebeneficiary.Thegrantor,havingtransferredassetsintothetrust...[查看详细]

[查看次数]97

IRS Publication 554

[概述]AdocumentpublishedbytheInternalRevenueService(IRS)thatprovidesseniorswithinformationonhowtotreatretirementincome,aswella...[查看详细]

[查看次数]96