Retirement-退休
Employee Contribution Plan
[概述]英文名称：EmployeeContributionPlan中文名称：员工供款计划一种公司支持型的退休养老计划，公司从员工工资中扣除一部分薪酬作为供款，为员工存入专门的账户，有一些公司还会同时提供相应的供款。Acompany-sponsore...[查看详细]
[查看次数]585
Beneficiary
[概述]英文名称：Beneficiary中文名称：受益方遗嘱或财务合约中声明有权在资产拥有者过世后继承其财产的个人或机构。Apersonorentitynamedinawillorafinancialcontractastheinheritorof...[查看详细]
[查看次数]627
Wraparound Annuity
[概述]Atypeofannuitythatallowstheinvestor(theholderoftheannuity)controlintheunderlyinginvestmentsintheannuityplan.Anannuityist...[查看详细]
[查看次数]593
Year's Maximum Pensionable Earnings - YMPE
[概述]AfigureseteachyearbytheCanadiangovernmentdeterminingthemaximumamountonwhichtobasecontributionstotheCanadaorQuebecPension...[查看详细]
[查看次数]592
Waterfall Concept
[概述]Alifeinsuranceplanthatprovidesataxbenefitinregardstointergenerationaltransfersofwealth.Theconceptoccurswhenatax-exemptin...[查看详细]
[查看次数]633
Will Variation
[概述]Alawthatallowsspousesandchildrentocontestawilliftheyarenotadequatelyprovidedfor.Thisdoesn'tnecessarilymeanthatthoseleftn...[查看详细]
[查看次数]594
Viager
[概述]A(French)realestateagreementwherepropertyissoldonareverseannuitybasis.AlsoknownasaReverseAnnuityMortgageorCharitableRema...[查看详细]
[查看次数]591
Voluntary Employees Beneficiary Association Plan - VEBA
[概述]Atax-freepost-retirementmedicalexpenseaccountusedbyretireesandtheireligibledependentstopayforanyeligiblemedicalexpenses....[查看详细]
[查看次数]585
Wasting Trust
[概述]Atrustthatholdsplanassetswhenaqualifiedplanisfrozen.A"wastingtrust"derivesitsnamefromthefactthatitsassetsgetdepletedover...[查看详细]
[查看次数]591
Underfunded Pension Plan
[概述]Acompanyretirementplanthathasmoreliabilitiesthanassets.Inotherwords,themoneyneededtocovercurrentandfutureretirementsisno...[查看详细]
[查看次数]569
The Government Pension Investment Fund (Japan)
[概述]ThepensionfundforJapanesepublicsectoremployees.TheGPIFpensionfundisthelargestintheworld,withapproximately$1.3trillion(12...[查看详细]
[查看次数]590
Top Hat Plan
[概述]Aformofretirementplanavailableonlytoselectedcompanyemployees-usuallykeyexecutives.Suchplansaredifferentfromstandardretir...[查看详细]
[查看次数]577
Traditional IRA
[概述]Anindividualretirementaccount(IRA)thatallowsindividualstodirectpretaxincome,uptospecificannuallimits,towardinvestmentsth...[查看详细]
[查看次数]614
Traditional Whole Life Policy
[概述]Atypeoflifeinsurancecontractthatprovidesforinsurancecoverageofthecontractholderforhis/herentirelife.Unliketermlifeinsura...[查看详细]
[查看次数]705
Transfer
[概述]Atax-free,non-reportablemovementofassetsbetweenretirementplans.Generally,transfersoccurbetweensimilartypesofplans:forins...[查看详细]
[查看次数]639
Tax Avoidance
[概述]Theuseoflegalmethodstomodifyanindividual'sfinancialsituationinordertolowertheamountofincometaxowed.Thisisgenerallyaccomp...[查看详细]
[查看次数]608
Straight Life Annuity
[概述]Aninsuranceproductthatmakesperiodicpaymentstotheannuitantuntilhisorherdeath,atwhichpointthepaymentsstopcompletely.Thesep...[查看详细]
[查看次数]606
Stretch Annuity
[概述]Anannuityoptionwheretax-deferredallowancesarepassedontothebeneficiaries,offeringthebeneficiariesmoreflexibilityandcontro...[查看详细]
[查看次数]592
Substandard Health Annuity
[概述]Aninsuranceproductthatcanbepurchasedbyapersonwithaserious,demonstrablehealthproblemwhichwilllikelyshortentheannuitant'sl...[查看详细]
[查看次数]617
Succession
[概述]Theactionofoneparty,personorproductbeingreplacedbyanotherthathasbecomeobsolete,incapacitated,retiredordeceased.Ideally,a...[查看详细]
[查看次数]683