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(Click for frequent words.) 68 annuitizing 68 annuitize 65 GMWB 65 deferred annuity 63 annuity 62 annuitisation 62 GMIB 61 IncomeFlex 61 deferred variable annuity 60 annuitized 60 IRA rollovers 60 decumulation 60 Traditional IRAs 59 Protected Withdrawal Value 59 IRA Roth IRA 59 annuitise 59 unreduced 59 Withdrawal Benefit 59 equity indexed annuity 59 subaccount 59 FEGLI 59 RRSP withdrawals 59 Immediate annuities 59 IRA rollover 59 #k #b 58 Defined Benefit 58 lifestyling 58 GMWBs 58 Roth IRA conversion 58 rollover IRAs 58 #l k 58 Required Minimum Distribution 57 NQDC 57 actuarially determined 57 FERS retirement 57 annuitant 57 Qualified Default 57 deductible IRAs 57 RRSP contribution room 57 preretirement 57 GMAB 57 Guaranteed Lifetime 56 IRA withdrawals 56 ROP Term 56 annuities 56 decumulation phase 56 elective deferrals 56 Defined Benefit pension 56 Rollover IRA 56 SIMPLE IRAs 56 actuarial calculations 56 ROTH IRA 56 QDIA 56 elective deferral 56 Principal LifeTime 56 policyowner 56 PRAs 56 deferred annuities 55 TDFs 55 Required Minimum Distributions 55 fixed annuities 55 GMDB 55 TIAA Traditional 55 Coverdell ESA 55 Phased retirement 55 compulsory annuitisation 55 Defined benefit 55 actuarially 55 benefit GMWB 55 variable annuity 55 CSRS Offset 55 nonqualified deferred compensation 54 alternate payee 54 IRAs Roth IRAs 54 FERS annuity 54 No Lapse Guarantee 54 Fahlund 54 nondeductible IRAs 54 actuarial valuations 54 VanDerhei 54 nonretirement accounts 54 Defined Benefit Plans 54 asset allocation 54 Retirement Savings Account 54 CD laddering 54 SponsorMatch 54 QTIP trust 54 inherited IRAs 54 Kitces 54 SIMPLE IRA 54 RMDs 53 VGLI 53 GLWB 53 Guaranteed Minimum Withdrawal Benefit 53 Nonqualified 53 traditional IRAs 53 RRIF 53 Prudential IncomeFlex 53 unreduced pension 53 Roth IRA conversions 53 ING IUL Global 53 voluntary contributions AVCs 53 Lump sum 53 Roth IRA 53 retirement 53 Saver Credit 53 Coverdell ESAs 53 rollover IRA 53 spousal IRA 53 FERS employees 52 IncomePlus 52 Lifetime Withdrawal 52 Individual Retirement Arrangement 52 Roth IRA withdrawals 52 GMWB rider 52 Stakeholder pensions 52 GRATs 52 RRIF withdrawal 52 undeducted contributions 52 Guaranteed Minimum Withdrawal 52 Hardship withdrawals 52 lump sum 52 TIPRA 52 spousal RRSPs 52 DAC unlocking 52 hardship withdrawals 52 Code Section #A 52 Annuities 52 Mainspring Managed 52 EGTRRA 52 CSRS annuity 52 Defined Benefit DB 52 adjustments COLAs 51 minimum distributions RMDs 51 Coverdell accounts 51 unitrust 51 subaccounts 51 super annuation 51 lapsation 51 Variable Annuity 51 Individual Retirement Accounts 51 Social Security actuaries 51 Defined contribution 51 reversionary bonus 51 Roth IRAs 51 PRPP 51 indexed annuity 51 concessionally taxed 51 indexation 51 Saving Scheme NPSS 51 CPP QPP 51 IRA custodian 51 nondeductible contributions 51 Defined Contribution Plan 51 moneyback 51 Coverdells 51 RRSP contributions 51 Defined Contribution DC 51 Lifecycle Funds 51 MasterDex 51 scheme ELSS 51 self insured retentions 51 k rollovers 51 Flexible Lifetime 50 preretirement income 50 Individual Retirement Account 50 variable annuities 50 Simplified Employee Pension 50 Ssas 50 Guaranteed Minimum Income 50 trivial commutation 50 Multiemployer 50 nonworking spouses 50 carrybacks 50 Sum Assured 50 QPRT 50 recharacterization 50 RRIFs 50 stakeholder pensions 50 nonspouse beneficiary 50 Revare 50 IHT liability 50 Bima Account 50 CSRS retirees 50 nonworking spouse 50 withholdable payment 50 VUL 50 Coverdell Education 50 RDSPs 50 Informal Agreements 50 IRAs 50 Athena UL 50 nonforfeitable 50 RRSPs 50 FEHB 50 medically underwritten 50 GRAT 50 COBRA continuation 50 POMIS 50 lump sum payouts 50 Rollover IRAs 50 FEHBP enrollees 50 Medicare Advantage PFFS 49 reinvesting dividends 49 Slome explains 49 Retirement Income 49 pension 49 Indexed annuities 49 SIMPLEs 49 taxfree 49 Sharpe Ratio 49 Premium DRIP 49 postretirement benefit 49 Equity indexed annuities 49 Iwry 49 Unfunded Liability 49 Utkus 49 RiverSource Life 49 Roth Individual Retirement 49 FERS 49 nondeductible IRA 49 Company noncontributory defined 49 undeducted contribution 49 prefunding 49 RRIF withdrawals 49 nonqualified retirement 49 SIPPs 49 SSDI benefits 49 JGTRRA 49 deductibles copayments 49 SEP IRA 49 unfunded accrued 49 risk mitigants 49 Retirement Savings 49 Simplified Employee Pensions 49 Milevsky 49 Defined Benefits 49 multiemployer defined 49 PPF levy 49 certificates GICs 49 itemizing deductions 49 Ms. Nalbantoglu 49 lump sum distributions 49 Gebhardtsbauer 49 Lump sums 49 LifeGuard Freedom 49 LDI strategies 49 Nationwide L.inc 49 Retirement Account 49 annuitants 48 Variable annuities 48 GMIB Plus 48 SMART# ® 48 Alternatively Secured 48 taxpayer itemizes deductions 48 OPEB expense 48 Individual Retirement Arrangements 48 Fixed Maturity Plans 48 contributory pensions 48 unmeasured confounding 48 provident fund PPF 48 OASDI 48 concessional contributions 48 Ulip 48 Pension SIPP 48 #k Toolbox 48 SGLI 48 Additional Voluntary Contributions 48 i4LIFE R Advantage 48 Defined Contribution 48 Irrevocable Life 48 Thrift Savings Plan 48 Pensions SIPPs 48 deductibles coinsurance 48 AVCs 48 SIPP 48 policyholder dividends 48 Contribution Limits 48 Retirement Estimator 48 unsubsidized Stafford loan 48 ESPlanner 48 Rollover Applicants 48 SEP IRAs 48 testamentary trust 48 Retirement Accounts 48 Jeevan Varsha 48 settlors 48 Quebec Pension Plan 48 Disability Insurance 48 Ms. Dabu 48 TFSA contribution 48 Laddering 48 Equity Indexed Annuity 48 nonretirement 48 Minimum Sum 47 PRPPs 47 ING Direct Savings Account 47 postemployment 47 refundability 47 FEHBP 47 Income Annuities 47 Sailesh answers hi 47 CRDP 47 actuarially equivalent 47 ARFs 47 nonspouse beneficiaries 47 EquiTrust 47 TOBs 47 QDIAs 47 Interest accrues 47 MGIB 47 FMPs 47 Mr. Mastracci 47 Income Funds RRIFs 47 RightPath 47 COLI 47 uncorrelated returns 47 pensionable salary 47 Monte Carlo simulation 47 OPEB liabilities 47 Ed Slott 47 CSRS 47 SEPs 47 tax advantaged 47 TFSA 47 Immediate Annuity 47 HDHP HSA 47 GHESP 47 superannuation 47 RRSPs RRIFs 47 lump sums 47 Retirement 47 ULIP 47 mso font pitch 47 variable remuneration 47 TFSAs 47 Fixed annuities 47 ultrashort bond 47 Expense ratios 47 Defined Benefit Plan 47 Health Reimbursement Account 47 Tfr 47 prepayment speeds 47 PFRS 47 online Retirement Estimator 47 HECM Saver 47 occupational pension 47 stakeholder CTFs 47 IRAs #Ks 47 Laith Khalaf pensions 47 RRSP 47 Slome notes 47 beneficiary designations 47 dissaving 47 HECMs 47 actuarially sound 47 Pension 47 AGIFM 47 GICs 47 Robert Brokamp Rule 47 Ballpark Estimate 47 nonvested 47 HDHPs 47 Flexible Spending Accounts FSAs 47 Mr. Rechtshaffen 47 inheritability 47 revocable trusts 47 UBTI 47 www.socialsecurity.gov estimator 47 Coverdell Education Savings Account 47 policyholder 47 Savings Incentive 46 multiemployer 46 DPAC amortization 46 k 46 Variable Universal 46 Pensionskassen 46 Social Secu rity 46 Bima Nivesh 46 Dividend reinvestment 46 GARs 46 spousal RRSP 46 Retirement Plan 46 Retirement Annuity 46 Superannuation Guarantee 46 nonqualified 46 Retirement Savings Accounts 46 deductibles copays 46 Lifetime Savings Account 46 Grantor Retained Annuity Trusts 46 distributional consequences 46 Solo #k 46 Partial Disability 46 OPEB obligations 46 REX Agreement 46 noncurrent liabilities 46 dealer holdback 46 Savings Scheme NPSS 46 Defined Contribution Plans 46 equity indexed annuities 46 PEHP 46 Program FEHBP 46 FHCF 46 actuarially unsound 46 Funds ARPS 46 Variable annuity 46 lookback 46 Catherine Collinson 46 franking credits attached 46 actuarial 46 SIPP Self Invested 46 Summary Prospectus 46 lodestar method 46 TSP 46 Flexible Savings Accounts 46 FHA HECM 46 SSIA scheme 46 FERS retirees 46 expense ratios MERs 46 HDHP 46 Fiduciary Warranty 46 progressive indexing 46 solvency deficiency 46 Discounted Gift 46 miscellaneous itemized deduction 46 PIK Interest 46 FoFs view 46 ELSS schemes 46 Completion Payment 46 Mr Modray 46 wage indexation 46 variable annuity guarantees 46 Benefits Benchmarking Tool 46 IRA Individual Retirement 46 recoupments 46 Coinsurance 46 mitigants 46 RDSP 46 tranching 46 sav ings 46 Supplement GIS 46 Trups 46 LIBOR indexed 46 Variable Interest Amounts 46 LTCG 46 certificateholders 46 ShareBuilder #k 46 actuarially justified 46 Stable Value 46 Social Se curity 46 Institute EBRI 46 MVRs 46 MMFs 46 Excess Cash Flow 46 principal paydowns 46 Dividend Reinvestment Plans 46 MullinTBG 46 paycheck deductions 46 postemployment benefit 46 PRSAs 46 Vanguard GNMA fund 46 ClearCourse 46 POMV 45 KiwiSavers 45 Separate Account 45 deposits FDs 45 insurability 45 ERISA 45 BOLI COLI 45 EFRBS 45 lump sum payout 45 Pension Bima Yojana 45 substitute SBPA 45 indexation allowance 45 NQDC plans 45 Prime Securityholders 45 uninsured underinsured motorist 45 Upromise rewards 45 Funded Status 45 saving schemes ELSS 45 deferred variable annuities 45 laddered portfolio 45 surviving spouse 45 unitised 45 borrowable resources 45 AHML 45 borrower repays 45 Windfall Elimination Provision 45 www.fidelity.com 45 RH Reward 45 procuration fee 45 repayment IBR 45 Pension Reform Act 45 UGMA UTMA 45 lifetime maximums 45 ICMA RC 45 deferred compensation 45 pensions 45 deferral 45 QSSP 45 GPPs 45 PBGF 45 recordkeeper 45 ESPPs 45 Policyholder 45 prepayment penalty 45 Fee Disclosure 45 UTI ULIP 45 deductible coinsurance 45 COLI policies 45 RRSP deduction 45 EdgeStone Funds 45 Long Term Disability 45 Yodlee patented 45 PUTs 45 Charitable Remainder Trusts 45 actuarial valuation 45 preretirees 45 Transamerica Retirement 45 grantor retained annuity 45 QROPS 45 FactorShares ETFs 45 HSAs 45 mediclaim policies 45 maxi Isa 45 mortality morbidity 45 www.socialsecurity.gov planners 45 keyman insurance 45 Variable Compensation 45 prefund 45 Equity Indexed Annuities 45 PBGC insures 45 retirement nest egg 45 prefunded 45 Final Instalment 45 CaRIT 45 medigap 45 Subordinate Note 45 Investment Alternative QDIA 45 Defeasance 45 adopting SFAS #R 45 EVA Momentum 45 tirement 45 Installment Agreement 45 SmartStops 45 SMSF trustees 45 Contributory 45 DSIC 45 lump sum payments 45 rent escalations 45 nondeductible expenses 45 RRSP contribution 45 Christine Marcks president 45 recharacterizing 45 FICA withholding 45 Lifetime Savings Accounts 45 Cigna discontinued 45 Direxion ETFs 45 accretable yield 45 noncontributory 45 Jeevan Akshay 45 FDIC indemnification 45 Charitable Rollover 45 VRDP Shares 45 repricing downward 45 unsubsidized Stafford 45 Deferred Compensation 45 TDS TCS 45 FBAR reporting 45 SCITI 45 ISA wrapper 45 IMRF 45 NPV IRR 45 Annuity 45 www.troweprice.com 45 GPAM 45 QRMs 45 SAYE 45 CHAMPVA 45 ScholarShare 45 IRAs annuities 45 ELSS 45 indexed annuities 45 ALTIN 45 FSAH 45 testamentary trusts 44 itemized deduction 44 interest entity VIE 44 Critical Illness 44 prepayment 44 GRAs 44 recordkeepers 44 ConfiDent R 44 HFN database 44 NYPIUA 44 Introductory teaser rates 44 overcollateralization 44 SIFT Tax 44 HSA compatible 44 Resetting Instalment 44 Underlying Entities 44 High Deductible 44 HSA HDHP 44 Managed Basis 44 FAFLIC 44 MoneyGuard 44 Disclosure Booklet 44 UMAs 44 Variable annuities involve 44 Individual Savings Account 44 Coverdell Education Savings Accounts 44 subordinate lien holders 44 undeducted 44 Stephen P. Utkus 44 trustor 44 ENLG 44 Asset Allocator 44 HRAs 44 nonrecourse financing 44 LTFs 44 xii fluctuating currency 44 Advantra Freedom 44 vesting 44 expert Ed Slott 44 HECM Standard 44 Accidental Death Benefit 44 Pensionsfonds 44 postretirement expense 44 deductions 44 accrual 44 PPFs 44 PFICs 44 Kisan Vikas Patra 44 Deductible 44 BXM 44 uncollectible reinsurance 44 Unit Investment Trusts 44 Accrued severance 44 Economic Stimulus Rebate 44 Guaranteed Minimum Death 44 Paul Fronstin 44 TMRS 44 Alan Glickstein 44 NZ Superannuation 44 Senior Secured Debt 44 SSIA holders 44 Savings Certificates 44 reestimates 44 StanCERA 44 ULIPs 44 POBs 44 coinsurance 44 PRIAC 44 Inflation Protected Securities 44 Systematic Investment 44 Lump sum payments 44 Vantagepoint 44 IRAs #ks 44 PDSs 44 revocable living 44 FEDVIP 44 OAS clawback 44 insurance BOLI 44 Phased Retirement 44 SSASs 44 postretirement obligations 44 First Instalment 44 IBNR 44 callable CDs 44 OBPI 44 exchangeable certificates 44 HECM 44 Lump Sum 44 Archer MSAs 44 HSAs HRAs 44 Indemnity Compensation 44 ERISA fiduciary 44 Payment Plan PIPP 44 gross pa AER 44 Jeevan Aastha 44 includible 44 LTV ratios 44 triennial valuation 44 nonowner 44 accretable 44 Kasasa Cash checking 44 actuarial assumptions 44 buydown 44 alternative QDIA 44 Deferred Compensation Plans 44 MHPAEA 44 repricings 44 Automatic Enrollment 44 Paul Fronstin EBRI 44 Teachers Defined Contribution 44 UAAL 44 ILIT 44 RESP contributions 44 inter vivos trust 44 Variable Annuities 44 Variable Interest Amount 44 Pension Plans 44 FoFs 44 Vanguard GNMA 44 tendering holders 44 occupational pensions 44 OASI 44 Purchase Plan DRIP 44 LifeCare Benefit 44 HI PAYS 44 Option ARMS 44 diminishes predictably 44 Elaine Sarsynski executive 44 postretirement benefit plans 44 EPF contributors 44 Grandfathered Plans 44 John Ameriks 44 Xantic acquisition 43 Distribution Reinvestment 43 THE SAVINGS GAME 43 Cash Flow Swap 43 revocable trust 43 Instalment Payment 43 BSB sA 43 noninterest bearing transaction 43 Plan Disclosure Document 43 microsimulation model 43 unfunded actuarial liability 43 noninterest bearing deposit 43 postretirement benefit obligations 43 Alerian MLP Infrastructure 43 Crisa acquisition 43 predecease 43 Kiddie Tax 43 retirees 43 NOL carryforwards 43 Cashback Amount 43 skewness 43 balance sheet deleveraging 43 stochastic modeling 43 Total Expense Ratio 43 TAGP 43 AGCS AG 43 MFFO 43 GCA VS 43 SMSF 43 repricing 43 Finadium 43 routine neonatal circumcision 43 Christine Fahlund senior 43 recharacterize 43 KiwiSaver schemes 43 Social Security 43 borrowable funds 43 PersonalFinance 43 origination volumes 43 COLI BOLI 43 PFFS plans 43 NYLIM Retirement Plan 43 Indexation 43 KiwiSaver 43 gain amplifiers VGAs 43 HDFC Taxsaver 43 re REMICs 43 PERS 43 HECM counseling 43 MassHealth Medicaid 43 nonspousal 43 SPIA 43 NPSS 43 Fixed annuity 43 includable 43 Stated Amount 43 IRA Rollover 43 postretirement benefits 43 Hiscox Bermuda 43 Isa wrapper 43 Ms. Borzi 43 SSDI 43 undercollateralized 43 Vanguard Managed Payout 43 non contributory pension 43 Wealthbuilder 43 GuidedChoice 43 SVUL 43 LTIP 43 Capital Accumulation 43 INSURANCE INDUSTRY RESTRICTIONS 43 CPP QPP benefits 43 Ascensus 43 Adjustable Rate Mortgage 43 iPath ETNs 43 gross AER 43 Borrowing Fees 43 reinsurance cessions 43 Home Reversion 43 Defined Contributions 43 CollegeAdvantage 43 fixed indexed annuities 43 PPIFs 43 Reclassification adjustment 43 mean reversion 43 ISA allowances 43 noninterest bearing checking 43 optimality 43 Spousal Highest Daily 43 downside protection 43 SPDs 43 Adjustment Expenses 43 Cleartel 43 RetirAbility Check 43 UILIC 43 Nigel Peaple 43 PIEs 43 INSURANCE INDUSTRY RESTRICTIONS Starting 43 Individual Retirement 43 novations 43 P2V migration 43 Individual Annuities 43 EPCRS 43 ROACE 43 Savings Scheme 43 reversionary bonuses 43 Medicare Advantage MLR 43 HAMP modification 43 nondeductible 43 RMFs 43 Retirement Incentive Plan 43 InterestPlus Online Savings 43 releveraging 43 Managed Portfolio 43 Equity Conversion 43 amortizes 43 Roth IRA Conversion 43 Guaranteed Income 43 Segregated funds 43 Interest Amount 43 P/E# 43 Medishield 43 KPIs metrics 43 FDIC TLGP 43 FRS# accounting standard 43 Sensipar royalties 43 Health Reimbursement Arrangement 43 MyTerm SM 43 xiii fluctuating currency 43 FOFs 43 decedent estate 43 entities VIE 43 Attendance Allowance 43 Start Receiving Retirement 43 Statutory Sick Pay 43 ERIP 43 repayment 43 Retirement Calculator 43 IRC § 43 dividend reinvestment 43 PPF 43 tax deductibility 43 SURS 43 intestacy rules 43 actuaries 43 mandatory convertible subordinated 43 lump sum payment 43 VETO HB 43 ERBs 43 Rowanmoor Pensions 43 Tuljapurkar 43 Mathew Greenwald 43 nonpension retirement benefits 43 LTCH PPS 43 SIFTs 43 Windows logon passwords 43 SBLF 43 sheltered annuity 43 Stephen Utkus principal 43 backtest 43 Flow Through SIFT 43 Idaho PERSI 43 Entity Own 43 Settlor 43 America marketFLEX 43 TRUPs 43 Refund Anticipation Loan 43 CGT exemption 43 Underlying Entities Shares 42 swap counterparty 42 ABCP conduits 42 ratio LVR 42 advanceable 42 LXI instruments 42 LifeYield 42 TreasuryDirect 42 Ulips 42 Jeevan Anand 42 Grandfathered plans 42 Unfunded liabilities 42 uninvested cash 42 file Form #X 42 leave encashment 42 PPF NSC 42 undermarket deal 42 postretirement benefit expense 42 MID Lender 42 Savings Accounts 42 FBAR filing 42 delevering 42 Inverse ETFs 42 MediShield 42 actuarial soundness 42 IRAs SEPs 42 Personal Accounts 42 DRIPs 42 inheritances 42 Vanguard Asset Allocation 42 deductable 42 Average Avg 42 Borrowing Fee 42 deductibles 42 FDIC indemnification asset 42 ILPs 42 ASSET RETIREMENT OBLIGATIONS 42 FSAs 42 Such Grouped Lots 42 counterparty exposures 42 settlor 42 pension schemes 42 SF CDO exposure 42 EBRI ICI 42 collateralizes 42 AMLP 42 laddering 42 Standardized Approach 42 MySuper 42 HarmonyLoan 42 compulsory superannuation 42 downward repricing 42 Value LTV 42 EOBs 42 confiscatory penalties 42 Expense Ratios 42 Vanguard Quantitative 42 paydown 42 Altfest 42 CLOC 42 persistency 42 nest egg 42 Med Supp 42 MRMIB 42 prepayments 42 Subordinated Noteholders 42 Participation Payment 42 Isa allowance 42 Load Structure 42 counterparty defaults 42 involuntary termination 42 Dual eligibles 42 PRSI contributions 42 automatic dividend reinvestment 42 multiemployer pension 42 NSF OD 42 hedge fund replication 42 Alerian MLP Index 42 VA Dependency 42 Reverse convertibles 42 superannuants 42 Fafsa 42 Drawdown 42 OPEBs 42 Dividend Date 42 hedonic regression 42 Pruco Life Insurance 42 Debt Obligation 42 Cazalet Consulting 42 Flexible Spending 42 clawback mechanism 42 inverse floater 42 overcollateralisation 42 IPERS 42 reversion 42 VRDNs 42 Pamela Hess Hewitt 42 thresholds indexed 42 accounts HSAs 42 Cash ISAs 42 taxables 42 OCERS 42 NYSHIP 42 borrower 42 inverse leveraged 42 carryforward 42 PHILIP MOORE 42 InSetCo 42 Pageflex Studio ID 42 STCG 42 Select Portfolios 42 LWOP 42 progressivity 42 Jeevan Dhara