Glossary
- Accredited Investor
- Administrator
- Alternative Investment/Alternative Asset
- Articles of Organization
- Catch-Up Contribution
- Contingent Beneficiary
- Contribution
- Contribution Limit
- Custodian
- Direct Rollover
- Disqualified Person
- Distribution
- Fair Market Valuation/Fair Market Value/FMV
- Form 990-T
- Form 1099-R
- Form 5498
- Form 5500
- Indirect Rollover
- Operating Agreement
- Primary Beneficiary
- Prohibited Investment
- Prohibited Transaction
- Required Minimum Distribution/RMD
- Roth Conversion
- Subscription Agreement
- Tax-Deferred
- Traditional Investment
- Transfer
- Trustee
- Unrelated Business Income Tax/UBIT
- Unrelated Business Taxable Income/UBTI
- Unrelated Debt-Financed Income Tax/UDFI
