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Roth IRAs - Definitions
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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)
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70 ½ (Age )
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