Tag: lifetime

5 Financial Tips for a Successful Marriage

When you get married, you imagine it will be all love, laughter, and romance. But there’s so much that goes into making a marriage...

Years Certain Annuity

What is 'Years Certain Annuity' An insurance product that pays the holder a monthly income for a specified number of years. A...
Charitable Remainder Trust

Charitable Remainder Trust

What is a Charitable Remainder Trust A Charitable Remainder Trust, or CRT, is a type of trust that allows the settlor (the person establishing the...

Canada Education Savings Grant (CESG)

What is 'Canada Education Savings Grant - CESG' A grant from the Government of Canada paid directly into a beneficiary's Registered Education...

Qualified Pre-Retirement Survivor Annuity (QPSA)

Qualified Pre-Retirement Survivor Annuity (QPSA) What is 'Qualified Pre-Retirement Survivor Annuity - QPSA' A death benefit that is paid to the...
Qualified Terminable Interest Property,

Qualified Terminable Interest Property (QTIP) Trust

What is a Qualified Terminable Interest Property (QTIP)? A Qualified Terminable Interest Property, or QTIP, is a type of trust that provides income to a...

Family Income Rider

What is 'Family Income Rider' An addition to a life insurance policy that provides the beneficiary with an amount of money equal...

Generation-Skipping Trust

What is a 'Generation-Skipping Trust' A generation-skipping trust is a type of legally binding trust agreement in which the contributed assets are...

Generation-Skipping Transfer Tax (GSTT)

What is 'Generation-Skipping Transfer Tax - GSTT' A tax incurred when there is a transfer of property by gift or inheritance to...
Qualified Joint and Survivor Annuity

Qualified Joint And Survivor Annuity (QJSA)

What is 'Qualified Joint And Survivor Annuity - QJSA' An annuity payment from a qualified plan or 403(b) account that provides a life annuity to...

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