Skip to Content
Articles
Quick-Tips
Free Newsletter
Quick Reference Guides
Login
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
Roth IRAs - Definitions
Articles
Definitions
FAQs
Quick-Tips
Tutorials
59 ½ (Age )
60 day Period ( for Rollovers)
8606 (Form 8606)
8888 (Form 8888)
Active Participant
Adjusted closing balance
Adjusted opening balance
After-tax contributions
Automated Customer Account Transfer Service (ACATS)
Beneficiary Designation Form
Catch-up Contribution
Computation period
Custodian
De Facto Beneficiary
Default beneficiary
Defense of Marriage Act (DOMA)
Direct conversion
Direct rollover
Early distribution penalty exceptions
Eligible rollover distribution (ERD)
Five-Year Rule
Form 8606
Indirect Conversion
Individual retirement account (IRAccount)
Individual retirement annuity (IRAnnuity)
IRA
Life Expectancy
Life-Expectancy Rule
Modification (SEPP)
Modified Adjusted Gross Income (MAGI)
1
2
next ›
last »
Featured Definitions
Roth IRA
Read More
Governmental Plan
Read More
Cliff vesting
Read More
Retirement News
IRS Reduces User Fee for Form 5310
Read More
Could “Tontines” Expand the Market for Longevity Insurance?
Read More
The IRA Authority-Apr-Jun 2018 is now available - Free Download
Read More
April 2018 SEPP/729t)/Applicable Federal Rates
Read More
March 2018 SEPP/72(t)/Applicable Federal Rates
Read More
Free Newsletter Sign-Up
Email Address:
