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Traditional IRAs
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Definitions
FAQs
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Tutorials
Roth IRAs
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SEP IRAs
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Definitions
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Simple IRAs
Articles
Definitions
FAQs
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Tutorials
401(k)/(a) Plans
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Definitions
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Info-Bytes
Tutorials
403(b) Plans
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Definitions
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Tutorials
Thrift Savings Plans
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Definitions
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Info-Bytes
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Education Savings
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Health & Insurance
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Simple IRAs - Definitions
Articles
Definitions
FAQs
Info-Bytes
Tutorials
2-Year Rule ( SIMPLE IRA)
59 ½ (Age )
60 day Period ( for Rollovers)
Active Participant
Adjusted closing balance
Adjusted opening balance
Automated Customer Account Transfer Service (ACATS)
Beneficiary Designation Form
Catch-up Contribution
CODA (Cash or deferred arrangement )
Computation period
Custodian
De Facto Beneficiary
Default beneficiary
Defense of Marriage Act (DOMA)
Designated financial institution (DFI)
Direct conversion
Direct rollover
Early distribution penalty exception
Eligible rollover distribution (ERD)
Five-Year Rule
Indirect Conversion
IRA
Life Expectancy
Modification (SEPP)
Net Income Attributable (NIA )
Payer ( Payor)
Plan Document
Prototype Plan
Qualified Rollover Contribution
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