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February 16, 2009

Nest Egg



Savings earmarked to finance a special project , task or event. For retirement planning purposes, retirement nest egg is the amount saved to finance one’s retirement

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Additional Helpful Information

Retirement nest egg include amounts saved in tax-deferred accounts, tax-free accounts, after tax accounts and all other areas of savings that an individual has designated to go towards financing his or her retirement years.

An individual’s retirement nest egg can also include property, such as a home, land and other valuables that can be used to help finance retirement.


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Qualified Charitable Distribution (QCD)

Definition A distribution that is excludable from the distributee’s income, as a result of meeting the following requirements: It is made after the distributee reaches

Saver’s Credit

Definition Also known as the Saver’s Tax Credit: Nonrefundable tax credit available to eligible individuals who make contributions to their retirement account. The saver’s credit

Catch-up Contribution

Definition An additional contribution that can be made to a retirement plan by a participant who is at least age-50 by the end of the

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