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Farmers and Merchants Trust Company

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Glossary of Terms

August 25, 2017

Glossary of Terms (T-Z)

Tax-Deferred Plan  A retirement savings plan (like an IRA, 401(k), pension, profit sharing, or Keogh) that qualifies for special income tax treatment. The contributions made to the plan and subsequent appreciation of the assets are not taxed until they are withdrawn at a later time -- ideally, at …

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August 25, 2017

Glossary of Terms (S)

Separate Property  Generally, all assets you acquire prior to marriage and assets acquired by gift or inheritance during marriage. Separate Trust  A trust established by one person. A married couple has separate trusts if each spouse has his/her own trust with its own assets. In contrast, see …

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August 25, 2017

Glossary of Terms (P-R)

Payable-on-Death Account  See "Totten Trust." Per Capita  A way of distributing your estate so that your surviving descendents will share equally, regardless of their generation. Per Stirpes  A way of distributing your estate so that your surviving descendents will receive only what their …

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