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Traditional IRAs
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Roth IRAs
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Simple IRAs
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401(k)/(a) Plans
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403(b) Plans
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Thrift Savings Plans
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Education Savings
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Health & Insurance
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Thrift Savings Plans - Definitions
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Definitions
FAQs
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59 ½ (Age )
60 day Period ( for Rollovers)
Active Participant
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 exception
Eligible rollover distribution (ERD)
ERISA -Employee Retirement Income Security Act of 1974
Five-Year Rule
Indirect Conversion
Life Expectancy
Modification (SEPP)
Payer ( Payor)
Plan Document
Qualified Rollover Contribution
Retirement Account ( or Retirement Savings Account)
Rollover Eligible
Salary Deferral Contribution
Spousal Consent
Transfer
Trustee
Trustee-to-trustee transfer
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