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(Click for frequent words.) 74 UGMA 69 UTMA accounts 66 UTMA account 64 Coverdell Education 64 Uniform Transfers 63 Uniform Gifts 62 Uniform Gift 61 Coverdell ESA 60 Coverdell accounts 60 Coverdell Education Savings Account 59 Coverdell Education Savings Accounts 59 Coverdells 59 testamentary trust 57 UGMA UTMA 56 Roth IRA 55 irrevocable trusts 55 SIMPLE IRA 55 ROTH IRA 54 Coverdell 54 IRA rollover 54 Settlor 53 irrevocable trust 53 Traditional IRAs 53 GRAT 53 QTIP trust 53 subaccount 53 nonretirement 53 CollegeAdvantage 53 nondeductible IRAs 53 k rollovers 53 Roth IRAs 52 Required Minimum Distribution 52 QPRT 52 IRA withdrawals 51 Rollover IRA 51 CSRS Offset 51 rollover IRA 51 revocable trust 51 TreasuryDirect account 51 IRA custodian 51 IRAs Roth IRAs 51 Individual Retirement Account 51 Uniform Transfer 51 www.fidelity.com 51 RRSP contribution room 51 rollover IRAs 51 Savings Plan 50 Kiddie Tax 50 predecease 50 deductible IRAs 50 subaccounts 50 nondeductible contributions 50 #k #b 50 inherited IRAs 50 beneficiary designations 50 Retirement Savings Account 50 IRAs 50 elective deferral 50 Individual Retirement Arrangement 50 alternate payee 50 grantor trust 50 ILIT 49 IRA rollovers 49 RESP 49 settlor 49 ISA wrapper 49 nondeductible IRA 49 Roth Individual Retirement 49 revocable trusts 49 SEP IRA 49 QDIAs 49 ScholarShare 49 grantor retained annuity 49 RRIF 49 nonworking spouse 49 spousal IRA 49 annuitise 48 inter vivos trust 48 decedent estate 48 RRIFs 48 intestacy 48 #l k 48 revocable living 48 Coverdell ESAs 48 provident fund PPF 48 Contribution Limits 48 unitrust 48 lifestyling 48 IRA Roth IRA 48 #k Toolbox 48 Equity Indexed Annuity 48 RRSPs RRIFs 48 annuitize 48 IRA Individual Retirement 48 inter vivos 48 RMDs 48 PPF NSC 47 annuitizing 47 Required Minimum Distributions 47 UESP 47 RRSP RRIF 47 per stirpes 47 TFSA 47 IDeal 47 deferred annuity 47 deferred variable annuity 47 NJBEST 47 surviving spouse 47 EFTs 47 intestacy rules 47 IHT liability 47 elective deferrals 47 Isa wrapper 47 Individual Retirement Accounts 47 traditional IRAs 47 spousal RRSP 47 Qualified Default 46 Individual Retirement Arrangements 46 sheltered annuity 46 CTF voucher 46 Charitable Remainder Trusts 46 GRATs 46 RESPs 46 CollegeChoice 46 representative payee 46 predeceases 46 Solo #k 46 GHESP 46 nonspouse beneficiary 46 taxfree 46 Sailesh answers hi 46 Sec #C 46 SIMPLE IRAs 46 Lifetime Savings Accounts 46 parent grandparent 46 Roth IRA withdrawals 46 Individual Savings Account 45 QDRO 45 Parent PLUS 45 Flexible Spending 45 Lifetime Savings Account 45 Saver Credit 45 IRA Rollover 45 Health Savings Account 45 testamentary 45 dies intestate 45 die intestate 45 k 45 nonspouse beneficiaries 45 nonretirement accounts 45 TDFs 45 maxi Isa 45 scheme ELSS 45 unreimbursed medical 45 testamentary trusts 45 FICA taxes 45 RRSP deduction 45 Fafsa 45 accountholder 45 CTFs 45 undeducted contributions 45 Roth IRA conversion 45 FSA HRA 44 trustor 44 deductor 44 Beneficiary designations 44 TFSAs 44 nondeductible 44 IRAs #Ks 44 Savings Accounts 44 RRSP withdrawals 44 Separate Account 44 Discounted Gift 44 Upromise rewards 44 miscellaneous itemized deduction 44 Section #C [002] 44 TreasuryDirect 44 LTCG 44 Grantor Retained Annuity Trusts 44 escheat 44 IRC Sec 44 complying superannuation 44 taxable 44 RRSP 44 Dependent Care Credit 44 RRSPs 44 Defined Contribution Plan 44 escheated 44 RRIF withdrawal 44 Consolidation Loans 44 Ballpark Estimate 44 Dividend Reinvestment Plans 44 Surviving Spouse 44 grantor trusts 44 Ms. Dabu 44 noncustodial parent 44 Kelmoore 44 escheat laws 44 maxi ISA 44 unsubsidized Stafford loan 44 spouse 44 custodial parent 43 Scharin 43 Windfall Elimination Provision 43 stakeholder CTF 43 AVCs 43 ISAs 43 concessional contributions 43 UIFSA respondent 43 Taxpayer Identification Number 43 Defined Benefit 43 Roths 43 Magnum Taxgain 43 Qualified Tuition 43 SEP IRAs 43 Benistar Plan 43 Dependents 43 unappropriated surplus 43 QDIA 43 intestate succession 43 Deferred Compensation Plan 43 nonworking spouses 43 DEAR BRUCE 43 transferor 43 custodial 43 Health Reimbursement Account 43 ELSS schemes 43 IOLTA accounts 43 SMART# 43 etfs 43 annuitized 43 noncustodial 43 PIEs 43 Upromise Investments Inc. 43 PFRS 43 ARFs 43 FERS retirement 43 RDSP 43 Upromise Investments 43 OFLA 43 annuitant 43 OASDI 43 EFRBS 43 UIFSA 43 Disclosure Booklet 43 RESP contributions 43 Health Reimbursement Arrangement 43 DPSPs 43 FERS employees 43 Isas 43 Minimum Sum 43 recharacterizing 43 Oujo 42 Peps 42 UBTI 42 Simplified Employee Pensions 42 minimum distributions RMDs 42 escheatment 42 admin@betfirms.com 42 includible 42 Intestate Succession Act 42 Married Filing Separately 42 Retirement Account 42 Brokerage commissions 42 concessionally taxed 42 CollegeBoundfund 42 Section #CCC 42 NQDC 42 FERS annuity 42 preprinted checks 42 Vanguard GNMA fund 42 passbook savings 42 taxpayer itemizes deductions 42 Section #L 42 intestacy laws 42 demat account 42 & Loan Ass'n 42 POMIS 42 tax advantaged 42 QTIP 42 Distressed Opportunities Master 42 stepparent 42 ScholarShare College 42 Ugift 42 miscellaneous itemized deductions 42 Code Sec 42 Arrangements IRAs 42 Flexible Spending Account 42 Investment Alternative QDIA 42 UITFs 42 CHAMPVA 42 noneducational 42 Charitable Remainder Trust 42 NOT DISCLOSED 42 Hindu Undivided Family 42 EGTRRA 42 mutual funds 42 settlors 42 Authorized Participant 42 donees 42 Unit Investment Trusts 42 testator 42 Tuition Rewards ™ 42 grandparent 42 Alternatively Secured 42 accounts FSAs 42 Unfunded liabilities 42 FFIs 42 Shareholder Applicant 42 Recordation 42 perpetuities 42 IRC § 42 Government Pension Offset 42 FDIC insured savings 41 Payment Plan PIPP 41 Dependent Care 41 Iwry 41 IRAs annuities 41 Accountholders 41 nonmarketable 41 SWYSX 41 annuitization 41 unexpended balances 41 TOBs 41 residuary 41 See IRS Publication 41 Investment Minimums 41 Marketocracy Masters 41 Registered Retirement 41 Kisan Vikas Patra 41 Isa allowance 41 itemized deduction 41 heirs executors administrators devisees 41 Stimulus Payment 41 accts 41 Inheritance Tax IHT 41 obligee 41 Shareholder Applicants 41 Irrevocable Life 41 Rollover Transaction 41 Simplified Employee Pension 41 Kitces 41 Expense Analyzer 41 PENSCO Trust Company 41 www.troweprice.com 41 deductable 41 Beneficiary Associations 41 visit fidelity.com 41 RYJ ETF 41 Cash ISAs 41 ELSS 41 residuary estate 41 inheritances 41 Depositor 41 equity indexed annuity 41 Vanguard GNMA 41 HELOC 41 sheltered annuities 41 Vanguard Balanced 41 Deductions 41 RRIF withdrawals 41 Roth IRA conversions 41 section #CCC 41 Rev. Rul 41 SBI Magnum Contra 41 summary prospectuses 41 IRAs #ks 41 Kyson Stowell college 41 grandparent aunt 41 Expense ratios 41 Helios Strategic 41 charitable bequests 41 Savings Account 41 moneys appropriated 41 Kalman Chany author 41 IRAs SEPs 41 hardship withdrawals 41 Special Servicer 41 Hardship withdrawals 41 Beneficial unitholders 41 FERS 41 Dependants 41 voluntary contributions AVCs 41 CSRS annuity 41 Earned Income Credit 41 Subpart F 41 Defense Enrollment Eligibility 41 parent stepparent 41 Serps 41 Rita Kaipat estate 41 Policyholder 41 withholdable payment 40 Charles Schwab YieldPlus 40 commingled trusts 40 Average Avg 40 Ed Slott certified 40 Budget Stabilization 40 franking credits attached 40 America marketFLEX 40 ETFs ETNs 40 Defined Benefit Plan 40 InvestorSure CD 40 Instalment Warrants 40 Neuberger Berman Socially Responsive 40 representative payees 40 Fixed Deposits 40 Rollover Applicant 40 Flexible Spending Accounts 40 HECM 40 interfund transfers 40 PUTs 40 Deductible 40 FDIC insured 40 Thrift Savings 40 RRSPs TFSAs 40 intestate estate 40 Schedule EIC 40 MMFs 40 PSERS 40 Lifecycle Funds 40 spousal RRSPs 40 Voluntary Contributions 40 Kasasa Cash checking 40 Social Secu rity 40 Share Incentive Plan 40 DRIPs 40 SAYE scheme 40 DEAR BRUCE My 40 RDSPs 40 Grantor Retained Annuity 40 Lagoulis 40 FundSERV 40 hdfc 40 Auxier Focus 40 TSP 40 CHET 40 Tatkovski 40 EFTPS 40 Executor 40 THE SAVINGS GAME 40 Individualized Education Plan 40 Diversified Equity 40 STCG 40 FHSA 40 decedents estates 40 Fees Deduction 40 SWYPX 40 file Form #X 40 HSA 40 SIFT Tax 40 Retirement Savings Accounts 40 Social Security 40 Personal Identification Numbers 40 Grantor 40 Fee Disclosure 40 Mr Modray 40 Principal LifeTime 40 Its Upromise affiliates 40 CUSIPs 40 refundable Earned Income Tax 40 ONEF 40 FDLP 40 Individual Savings Accounts 40 PBGC insures 40 Jobseeker Allowance JSA 40 employer deducts 40 Easy Saver 40 Magazine Walter Updegrave 40 Savings Plans RESPs 40 Vanguard Inflation Protected 40 Installment Agreement 40 Savingforcollege.com 40 Vanguard Managed Payout 40 QSPEs 40 Segregated funds 40 Inheritance Tax 40 Edelweiss MF 40 Qualifying Recognised Overseas 40 Thrift Savings Plan 40 nest egg 40 insured depository institution 39 transferors 39 KEES 39 donee 39 RRSP contributions 39 PFICs 39 reasonably ascertainable 39 POBs 39 Rollover IRAs 39 Wanell Stolz 39 Beneficial Owner 39 depository participant 39 incometax 39 Gebhardtsbauer 39 filing Form #X 39 Flexible Spending Accounts FSAs 39 #k rollover 39 Charles Hargon 39 SMSF trustee 39 unreduced pension 39 Probate Code 39 Retirement Accounts 39 nonappropriated 39 Account 39 Wastcoat 39 nonforfeitable 39 SAYE 39 savingforcollege.com 39 Gain Tax Worksheet 39 Al Gore lockbox 39 Ed Slott IRA 39 Vantagepoint 39 Revare 39 EduJobs 39 Payee 39 ProShares ETFs 39 child ren 39 TODAY 'S TIP 39 SIPP 39 Sivaslian 39 FEGLI 39 OneAccount 39 nonrelative 39 undeducted contribution 39 Seligman Advisors 39 legally emancipated 39 accounts HSAs 39 NYSE PMX 39 RRSP contribution 39 OAS clawback 39 unsubsidized Stafford loans 39 www.treasurydirect.gov 39 VA Dependency 39 UBIT 39 www.morningstar.com 39 Aim VCT 39 Teachers Defined Contribution 39 VFINX 39 eChecks 39 POAT 39 Revenue Augmentation 39 nonresident aliens 39 Grandma Grandpa 39 acct 39 unreimbursed expenses 39 nonspousal 39 probating 39 Archer MSAs 39 NJ FamilyCare 39 RSPs 39 Products Declare Monthly 39 Siit Large Cap 39 Tax Attributes 39 FHA HECM 39 Andrea Feirstein managing 39 NRPT 39 deferred annuities 39 CollegeInvest 39 Reporting Person 39 Pension SIPP 39 Swap Dealer 39 EITC Assistant 39 non domiciliaries 39 CTIMCO 39 UITs 39 NYSE PHYS 39 Dividend Date 39 nonmarital 39 PenChecks 39 HSAs HRAs 39 Ted Feight 39 unsubsidized Stafford 39 Dependent Care Expenses 39 SCITI Trust 39 TXF 39 guardian conservator 39 AllianceBernstein Investments 39 PersonalFinance 39 pendente lite 39 SURS 39 Form #EZ 39 Mailinator 39 Superannuation Guarantee 39 noninterest bearing transaction 39 SmartyPig Cash 39 Equity indexed annuities 39 Lump sum 39 Prepaid Tuition Program 39 includable 39 ssa.gov 39 alternative QDIA 39 visit www.fidelity.com 39 National Finl FNF 39 Contributory 39 Fund Distribution Reinvestment 39 charitably inclined 39 Tax Saver 39 DEAR HEARTBROKEN 39 Personal Identification Number 39 OFI Private 39 PERS 39 Generation Skipping 39 Vonetta Moffett 39 Custodial Accounts 39 payroll deduction 39 CPF monies 39 FSAs 39 Standard Deduction 39 Federally Insured 39 HUFs 39 Dependent Children 39 Kisan Vikas Patra KVP 39 DELP 39 sizable nest egg 39 EPF contributors 39 Custodial 39 subregisters 38 EdVest 38 habitually truant 38 Closed End 38 Certificate NSC 38 SEPs 38 unexpended balance 38 recordkeeper 38 mini Isas 38 Dimensional Fund 38 automatic payroll deductions 38 MyMoney 38 Funds Declare Quarterly 38 hdfc equity 38 CSRS retirees 38 Title XIX 38 childs 38 Chuck Jaffe 38 farmstead exclusion 38 Guaranteed Savings 38 www.social 38 SAYE schemes 38 Savings Plan RDSP 38 Ed Slott 38 Commingling 38 Member SIPC 38 Jeff Schnepper MSN 38 RidgeWorth Funds 38 cpf 38 custodied 38 carryforwards 38 SteelPath 38 Express Debit MasterCard 38 DEAR PERPLEXED 38 paycheck deductions 38 FICA withholding 38 Funds Declare Monthly Distributions 38 Employment Retirement System 38 HDFC Prudence 38 Statutory Sick Pay 38 Retirement Plan 38 Altfest 38 Homestead Exclusion 38 RCG PB 38 subadvisers 38 provident fund gratuity 38 Rollover Applicants 38 reimbursement arrangements HRAs 38 defeased loans 38 QROPS 38 Jacksha 38 decumulation phase 38 Nuveen taxable closed 38 www.ssa.gov 38 Earned Income 38 userid 38 Loan originators 38 Beneficiary 38 trusts GRATs 38 GMWB 38 SIPP Self Invested 38 Income Annuities 38 fiduciary 38 undeducted 38 www.socialsecurity.gov onlineservices 38 taxable income 38 Lifelong Learning Accounts 38 Underlying Entities Shares 38 HRAs 38 Employee Retirement 38 MassHealth Medicaid 38 Upromise 38 spouse remarries 38 Hindu Undivided Families 38 Variable annuities 38 Debits 38 passwords PINs 38 DWORD value 38 Obligor 38 FOFs 38 #CCD 38 Revocable 38 provident fund 38 Section #CCF 38 Defined Benefit Pension Plan 38 annuity 38 callable CDs 38 DEAR DAVE 38 withholdable payments 38 Educator Expense Deduction 38 expert Ed Slott 38 UCITs 38 SIPs 38 Jeevan Akshay 38 HFN database 38 Schwab Managed Portfolios 38 OPERS 38 homestead exclusions 38 pledgee 38 Dear Anxious 38 HYIP 38 cyberschool 38 FEBG 38 borrower repays 38 multiemployer 38 http:/www.socialsecurity.gov 38 socialsecurity.gov 38 REIT Exemption 38 Advisers Act 38 Slott 38 TD AMERITRADE Clearing 38 NYCERS 38 Trust KHI Declares 38 Visa Debit card 38 Withholding Taxes 38 assessable income 38 child predeceases 38 Eaton Vance Floating Rate 38 Equity Linked 38 aC corporation 38 iCalendar files 38 moneyback 38 PERSI 38 PruICICI 38 TERs 38 Married Filing Jointly 38 ultrashort bond 38 inheritance 38 EITC eligibility 38 grandma grandpa 38 charitable remainder unitrust 38 CGM Realty 38 Circuit Breaker Tax 38 BUFC Equity Securities 38 Primecap Odyssey Growth 38 Forums username 38 Wells Fargo Mortgage Backed 38 GSAMP 38 RIFs 38 Trinz 38 Ssas 38 Phased retirement 38 retirement nest egg 38 Defined Benefits 38 RiverSource Investments LLC 38 Pamela Yip 38 Plans RRSPs 38 Insured Municipal Bond 38 www.upromise.com 38 Edusave 38 pension S2P 38 MGIB 38 Instalment Warrant 38 Fiduciaries 38 Savings Incentive 38 undesignated surplus 38 withdrawable 38 Way2Save 38 Kelmoore Investment Company 38 Employee Retirement System 38 Compcare 38 Kindly advise 38 TERMS Cash 38 Kasasa Saver 38 Vantage SIPP 38 Tjornehoj 38 Brokered CDs 38 Distributive 38 YieldPlus funds 38 automatically deducted 38 Kimberly Lankford 38 Prudential IncomeFlex 38 probate 38 s#A [002] 38 Flow Through SIFT 38 Wasatch Funds 38 Retirement Savings 38 Futuretrust 38 SSASs 38 NASD Rule 38 Dhawal Dalal 38 qualified donees 38 dependents 38 Utkus 38 miscellaneous deductions 37 qualified donee 37 admin password 37 paystub 37 Westpac SPS 37 GPIF 37 SMART# ® 37 Adjustable Rate Mortgage 37 Prime Obligations 37 GoalMine 37 Robert Brokamp Rule 37 Homestead Exemptions 37 HDFC Taxsaver 37 Managed Portfolio 37 FoF 37 MUTUAL FUNDS 37 IPERS 37 CULAC 37 Grantors 37 Divorce Decree 37 Eligible unitholders 37 HiSAVE 37 LaMusga 37 passbook 37 QSCB 37 Student Loan Debt 37 Systematic Investment 37 id = #,# [001] 37 Voluntary Contribution 37 ConfiDent R 37 cosigner 37 Equity Indexed Annuities 37 BlackRock Institutional 37 stakeholder pensions 37 Pay stubs 37 Sole proprietors 37 Managed Portfolios 37 Tax Exempt 37 #CCF 37 Cypress Sharpridge 37 homestead deduction 37 Connie Bugbee 37 Nonqualified 37 megaplier 37 actuarially determined 37 recharacterization 37 ASPPA 37 PPFs 37 Retirement Estimator 37 Advisor LLC LMPFA 37 trusteed 37 IRS Publication 37 LAGERS 37 Inheritances 37 Custodial Account 37 OPEB expense 37 Yacktman 37 Actively Managed ETFs 37 Acuity Brands Declares Quarterly 37 FBT STT 37 homestead farmstead 37 SLHCs 37 Mainspring Managed 37 FOLIOfn Investments Inc. 37 mother Christina Priem 37 MEFA 37 FFEL loans 37 specie transfers 37 ISA allowance 37 indexation allowance 37 Fortune Brands Declares Regular 37 YieldPlus 37 householding 37 Pension Benefits 37 Guaranteed Lifetime 37 d Calculated 37 Schwab YieldPlus 37 dematerialized form 37 categoricals 37 TFSA contribution 37 PAYG withholding 37 multiemployer pension 37 MOOE 37 TANF 37 IMRF 37 payroll withholdings 37 Qualified Dividends 37 lump sump 37 CREF Stock 37 assessee 37 Charlie Dreifus 37 Deductibility 37 Stepparents 37 Decedent 37 Deferred Compensation 37 ESPPs 37 DAEP 37 spendable 37 ROP Term 37 Medicaid DSH 37 ERAF 37 Nontaxable Income 37 Invesco Trimark Ltd. 37 donative 37 Tuition Assistance 37 System PERS 37 NRE FCNR 37 Cashier Check 37 itemizers 37 via BPAY 37 publication Altucher 37 BlueCrest AllBlue 37 UITF 37 Mavrix Funds 37 SDRT 37 SavingforCollege.com 37 Upromise.com 37 Tax Beater 37 #CCC 37 CEFs 37 Cashback Amount 37 recharacterize 37 QSCBs 37 #EZ T 37 Underlying Entity 37 Giftrust 37 Income Funds RRIFs 37 Administrators PFAs 37 ERISA § 37 SBLIC 37 obligor 37 wage garnishment 37 Tuition Promise 37 PLUS Loans 37 FBAR 37 died intestate 37 stakeholder CTFs 37 visit www.nuveen.com cef 37 Fund Organisation EPFO 37 automatic debits 37 CSRS 37 Path2College 37 #-#-# [083] 37 RRSP TFSA 37 GuideStone Funds 37 ESCROW 37 Taxpayer Relief 37 ConnPACE 37 decedent 37 SIPPS 37 Voter Registration Forms 37 WJUSD 37 GNMA 37 SMSF 37 annuities 37 www.socialsecurity.gov estimator 37 Section #EC 37 WHG LargeCap Value 37 Savings Scheme 37 Payroll Deductions 37 DoubleLine Funds 37 regrant 37 Vanguard Asset Allocation 37 FDIC insures 37 Account Settings page 37 Transferor 37 bailee 37 Variable Interest Amount 37 Form W 4V 37 Claymore ETFs 37 Fairholme Focused Income 37 Pension Schemes 37 BLDRS 37 BlackRock MuniYield Insured 37 Direct Deposit 37 www.xbox.com live 37 mso font signature 37 Civil Code § 37 PERAC 37 investible surplus 37 Variable Annuity Life 37 TIPRA 37 Schwab YieldPlus Funds 37 www.socialsecurity.gov/pubs/#.html 37 Attendance Allowance 37 trust preferreds 37 AGIFM 37 ADIA holdings 37 Member NASD 37 Exchangeable Certificates 37 intestate 37 Annual Reset Procedure 37 Yield Plus 37 FEHBP enrollees 37 KAPT 37 eCheck payments 37 Miscellaneous Deductions 37 Charitable Rollover 37 Liquid Asset