Tax Deferral (or tax-deferred)
Definition Treatment applied to earnings that accrue in qualified plans, IRAs, 403(b) and 457 plans, as well as some insurance and annuity products. Earnings that
A tax-deferred employer-provided retirement savings account, to which eligible employees may defer part of their salary. Salary deferral can be pre-tax or post-tax include Roth 401(k)s.
Definition Treatment applied to earnings that accrue in qualified plans, IRAs, 403(b) and 457 plans, as well as some insurance and annuity products. Earnings that
Definition A target benefit plan is a defined contribution plan which includes some characteristics of a defined benefit plan and some characteristics of a money
Definition The gross income derived from any unrelated trade or business regularly carried on by the exempt organization, less the deductions directly connected with carrying
Definition Using one’s assets to finance one’s retirement. Retirement wealth decumulation includes the spend-down of assets owned during retirement. This includes: Savings in retirement accounts
Definition The number of years that an individual works for an employer, for purposes of determining whether the individual is eligible to participate in the
Also known as The Truth-in-Lending Act, is a regulation that applies to qualified plans that regularly extends qualified plan loans more than 25 times (or
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |