Retirement Planning

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401k plan		403(b) plan
Administered Estate		Administrator
Annuity		Asset-Allocation
Beneficiary		Bequeath
Budget		Budgeting
Diversification		Dollar cost averaging
Estate tax		Fiduciary capacity
Financial plan		Financial planners
Financial planning		Financial security
Formal will		Individual Investors
Individual Retirement Account (IRA)		Inheritance tax
Intestate		Investment adviser
Investment club		IRA
Keogh account		Keogh plan
Lump-sum distribution		Non-administered Estate
Pension fund		Pension plan
Per stirpes		Portfolio
Reinvestment		Remainderman
Residuary estate		Retire
Retirement		Risk tolerance
Roth IRA		Save
Savings		Savings account
SEP-IRA		SIMPLE IRA
Spousal IRA		Trust
Trustee		Trustor
Value Investing		Will

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