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  • 金融百科>> 百科分類 >> Financial Glossary-英文財經詞匯 >> Retirement-退休

    該分類下有324個詞條 創建該分類下的詞條 "Retirement-退休" 分類下的詞條

    Employee Contribution Plan
    編輯:1次 | 瀏覽:2732次 詞條創建者:taobiz     創建時間:04-09 16:04
    標簽: 員工供款計劃

    摘要: 英文名稱:Employee Contribution Plan 中文名稱:員工供款計劃一種公司支持型的退休養老計劃,公司從員工工資中扣除一部分薪酬作為供款,為員工存入專門的賬戶,有一些公司還會同時提供相[閱讀全文:]

    編輯:1次 | 瀏覽:2371次 詞條創建者:taobiz     創建時間:04-09 16:03

    摘要: 英文名稱:Beneficiary 中文名稱:受益方遺囑或財務合約中聲明有權在資產擁有者過世后繼承其財產的個人或機構。A person or entity named in a will or a fin[閱讀全文:]

    Waterfall Concept
    編輯:0次 | 瀏覽:3391次 詞條創建者:taobiz     創建時間:04-09 16:05

    摘要: A life insurance plan that provides a tax benefit in regards to intergenerational transfers of wealth. The concept occurs when a tax-exempt insurance policy is rolled over to a child or a grandchild. [閱讀全文:]

    Will Variation
    編輯:0次 | 瀏覽:2613次 詞條創建者:taobiz     創建時間:04-09 16:05

    摘要: A law that allows spouses and children to contest a will if they are not adequately provided for.

    This doesn't necessarily mean that those left not provided for are guaranteed to get so[閱讀全文:]

    Wraparound Annuity
    編輯:0次 | 瀏覽:2258次 詞條創建者:taobiz     創建時間:04-09 16:05


    A type of annuity that allows the investor (the holder of the annuity) control in the underlying investments in the annuity plan. An annuity is tax-deferred contract sold my an insurance copany tha[閱讀全文:]

    Year's Maximum Pensionable Earnings - YMPE
    編輯:0次 | 瀏覽:3006次 詞條創建者:taobiz     創建時間:04-09 16:05


    A figure set each year by the Canadian government determining the maximum amount on which to base contributions to the Canada or Quebec Pension Plan (C/QPP). The YMPE specifies the earnings amount [閱讀全文:]

    編輯:0次 | 瀏覽:2736次 詞條創建者:taobiz     創建時間:04-09 16:05

    摘要: A (French) real estate agreement where property is sold on a reverse annuity basis. Also known as a Reverse Annuity Mortgage or Charitable Remainder Trust.
    For example a person would sell their [閱讀全文:]

    Voluntary Employees Beneficiary Association Plan - VEBA
    編輯:0次 | 瀏覽:2532次 詞條創建者:taobiz     創建時間:04-09 16:05

    摘要: A tax-free post-retirement medical expense account used by retirees and their eligible dependents to pay for any eligible medical expenses. The plan is funded by the amount of unused sick leave that a[閱讀全文:]

    Wasting Trust
    編輯:0次 | 瀏覽:2395次 詞條創建者:taobiz     創建時間:04-09 16:05

    摘要: A trust that holds plan assets when a qualified plan is frozen. A "wasting trust" derives its name from the fact that its assets get depleted over time, since plan participants continue to receive p[閱讀全文:]

    Triggering Event
    編輯:0次 | 瀏覽:2994次 詞條創建者:taobiz     創建時間:04-09 16:05

    摘要: 1. A tangible or intangible barrier or occurrence that, once breached or met, causes another event to occur. Triggering events are written into contracts to prevent or ensure that after a given occurr[閱讀全文:]

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