Dear Reader,
Knowing the basics of the credit and lending documents in the USA is important if you are dealing with this sort of subject. As it turns out, there are many variations on the same theme. For example,
- IRA statements: IRA stands for individual retirement account and is a tax-advantage system. There is, for example, the Roth IRA and the traditional IRA. If you would like to learn more about this, go to IRA basics.
Betriebliche Altersvorsorge, Auszüge von allen Arbeitgebern
Other company benefits (stock options, deferred compensation)
Weitere betriebliche Leistungen (Aktienbezugsrechte, Gehaltumwandlungsbeiträge)
Beneficiary forms for IRAs, 401(k)s or other benefits plans
Leistungsberechtigungsformulare für die Rentenversicherung, betriebliche Altersvorsorge und weitere Leistungspläne
Variable or fixed annuities statements
Variable oder feste Jahresrenten
Beneficiary forms for annuities policies
Leistungsberechtigungsformulare für Jahresrentenpolicen
Retirement planning
Rentenplanung
To take periodic distributions
Periodisch Geld auszahlen lassen
Required minimum distribution (RMD)
Mindestauszahlung
Asset transfer solution
Vermögenstransferlösung
Kind regards,
Nelly Thomas
