Skip to Content
Articles
Quick-Tips
Free Newsletter
Quick Reference Guides
Calculators
Free Stuff
New Stuff
News
Store
Questions & Answers
Contact Us
Search this site:
Home
Traditional IRAs
Articles
Definitions
FAQs
Quick-Tips
Tutorials
Roth IRAs
Articles
Definitions
FAQs
Quick-Tips
Tutorials
SEP IRAs
Articles
Definitions
FAQs
Quick-Tips
Tutorials
Simple IRAs
Articles
Definitions
FAQs
Quick-Tips
Tutorials
401(k)/(a)
Articles
Definitions
FAQs
Quick-Tips
403(b) Plans
Articles
Definitions
FAQs
Quick-Tips
Thrift Savings Plan
Articles
Definitions
FAQs
Quick-Tips
Education Savings
Articles
Definitions
FAQs
Quick-Tips
Other
Articles
Definitions
FAQs
Quick-Tips
#
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
thrift savings plans - Definitions
Articles
Definitions
FAQs
Quick-Tips
59 ½ (Age )
60 day Period ( for Rollovers)
8606 (Form 8606)
Active Participant
After-tax contributions
Automated Customer Account Transfer Service (ACATS)
Basis
Beneficiary Designation Form
Catch-up Contribution
CODA (Cash or deferred arrangement )
Custodian
De Facto Beneficiary
Default beneficiary
Defense of Marriage Act (DOMA)
Direct rollover
Early distribution penalty exceptions
Eligible rollover distribution (ERD)
Employer sponsored plan (Employer sponsored retirement plan)
ERISA -Employee Retirement Income Security Act of 1974
Five-Year Rule
Form 8606
Indirect Conversion
Life Expectancy
Life-Expectancy Rule
Modification (SEPP)
Payer ( Payor)
Plan Document
Qualified domestic relations order (QDRO)
Qualified Rollover Contribution
Retirement Account ( or Retirement Savings Account)
1
2
next ›
last »
Featured Definitions
Health Savings Account (HSA)
Read More
Domestic relations order (DRO)
Read More
Excise Tax
Read More
Retirement News
June 2019 SEPP/72(t)/Applicable Federal Rates
Read More
May 2019 SEPP/72(t)/Applicable Federal Rates
Read More
April 2019 SEPP/72(t)/Applicable Federal Rates
Read More
March 2019 SEPP/72(t)/Applicable Federal Rates
Read More
February 2019 SEPP/72(t)/Applicable Federal Rates
Read More
Free Newsletter Sign-Up
Email Address:
