1099-R (Retirement Distributions)
What Is 1099-R? Form 1099-R is a tax document used to report distributions from retirement accounts and certain pensions. Financial…
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Browse All Retirement & Benefits Terms
Planning for retirement? This glossary explains common terms related to pensions, 401(k)s, Social Security, and more—helping you make smart, long-term financial choices today.
List of Retirement & Benefits Terms
401(k) Loan
What Is a 401(k) Loan? A 401(k) loan allows participants in certain employer-sponsored retirement plans to borrow money from their…
401(k) Plan
What Is a 401(k) Plan? A 401(k) plan is an employer-sponsored retirement savings plan that allows employees to contribute a…
403(b) Plan
What Is a 403(b) Plan? A 403(b) plan is a retirement savings plan offered to employees of certain nonprofit organizations,…
457(b) Plan
What Is a 457(b) Plan? A 457(b) plan is a tax-advantaged retirement savings plan offered primarily to state and local…
Annuity
What Is an Annuity? An annuity is a financial contract between an individual and an insurance company in which the…
Annuity Payout Options
What Are Annuity Payout Options? Annuity payout options refer to the different ways an annuity contract can distribute income to…
Backdoor Roth IRA
What Is a Backdoor Roth IRA? A backdoor Roth IRA is a strategy used by individuals whose income exceeds the…
Bucket Strategy (Retirement)
What Is Bucket Strategy (Retirement)? Bucket strategy is a retirement investing approach that divides retirement savings into separate “buckets” based…
Capital Preservation
What Is Capital Preservation? Capital preservation is an investment strategy focused on protecting the original value of invested funds while…
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