Retirement-退休
Roth Option
[概述]Anoptionavailablewithinsomeemployer-sponsoredqualifiedplansthatallowsforRothtaxtreatmentofemployeecontributions.TheRotho...[查看详细]
[查看次数]92
Rule 72(t)
[概述]AnInternalRevenueService(IRS)rulethatallowsforpenalty-freewithdrawalsfromanIRAaccount.Therulerequiresthat,inorderfortheI...[查看详细]
[查看次数]96
Retirement Planner
[概述]Apracticingprofessionalwhohelpsindividualspreparearetirementplan.Aretirementplanneridentifiessourcesofincome,estimatesex...[查看详细]
[查看次数]111
Registered Retirement Savings Plan Deduction - RRSP Deduction
[概述]TheamountthataCanadiantaxpayercontributestohisorherRRSP.Thisamountcanbedeductedfromthetaxpayer'sannualincometoarriveathi...[查看详细]
[查看次数]119
Registered Retirement Savings Plan Deduction Limit - RRSP Deduction Limit
[概述]ThemaximumamountthattheCanadaRevenueAgency(CRA)allowsataxpayertodeductfromhisorherpersonalincomewhencalculatingtaxliabil...[查看详细]
[查看次数]71
Remainder Man
[概述]Thepersonwhoreceivestheprincipalremaininginatrustaccountafterallotherrequiredpaymentshavebeenmade,suchasthosetothebenefi...[查看详细]
[查看次数]111
Replacement Rate
[概述]Thepercentageofaworker'spre-retirementincomethatispaidoutbyapensionprogramuponretirement.Inpensionsystemswhereworkersget...[查看详细]
[查看次数]90
Required Beginning Date - RBD
[概述]ThedatebywhichaqualifiedplanparticipantorIRAownermustbeginreceivingrequiredminimumdistributionsfromhisorherretirementacc...[查看详细]
[查看次数]172
Required Minimum Distribution - RMD
[概述]TheamountthatTraditional,SEPandSIMPLEIRAownersandqualifiedplanparticipantsmustbegindistributingfromtheirretirementaccoun...[查看详细]
[查看次数]99
Required Minimum Distribution Method
[概述]Oneofthreemethodsbywhichearlyretireesofanyagecanaccesstheirretirementfundswithoutpenaltybeforeturning59½.Normally,fundsw...[查看详细]
[查看次数]98
Retirement Contribution
[概述]Amonetarycontributiontoaretirementplan.Retirementcontributionscanbepretaxoraftertax,dependingonwhethertheretirementplani...[查看详细]
[查看次数]94
Retirement Income Fund - RIF
[概述]Agroupofinvestmentproductsavailabletoanyoneasaconservativemeansofsavingforretirement.ARIFisgenerallyamutualfundthatiswel...[查看详细]
[查看次数]101
Redeposit
[概述]1.Therequirementforapersontoreinvestacertainamountofmoneyintotheirretirementfundafterheorshepreviouslyrequestedandobtain...[查看详细]
[查看次数]90
Registered Retirement Savings Plan Contribution - RRSP Contribution
[概述]AssetsinvestedinanRRSP.RRSPcontributionscanbemadeatanytimeandforanyamountuptoanindividual’scontributionlimitfortheyear.I...[查看详细]
[查看次数]114
Recareering
[概述]Alate-in-lifecareerchange.Recareeringisnotjustajobchange,butamovetoacompletelydifferentcareerpath.Money,powerandprestige...[查看详细]
[查看次数]89
Recharacterization
[概述]ThetreatmentofacontributionasbeingmadetoanothertypeofIRAinsteadoftheIRAtowhichthecontributionwasinitiallymade.Forinstanc...[查看详细]
[查看次数]107
Reconversion
[概述]AmethodusedbyindividualstominimizethetaxburdenofconvertinganIRAbyrecharacterizingRothIRA-convertedamountsbacktoaTraditio...[查看详细]
[查看次数]90
Qualified Retirement Plan
[概述]AplanthatmeetsrequirementsoftheInternalRevenueCodeandasaresult,iseligibletoreceivecertaintaxbenefits.Theseplansmustbefor...[查看详细]
[查看次数]87
Qualifying Annuity
[概述]Thistypeofannuityissimilartoanyother,exceptthatithasbeenapprovedbytheIRSforusewithinaQualfiedRetirementPlanorIRA.Qualify...[查看详细]
[查看次数]212
Quality Of Life
[概述]Ahighlysubjectivemeasureofhappinessthatisanimportantcomponentofmanyfinancialdecisions.Factorsthatplayaroleinqualityoflif...[查看详细]
[查看次数]92