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Retirement
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401(k) Plan
A 401(k) plan is a deferred compensation plan used for  more...
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401a
A 401a is a retirement plan that employers set up  more...
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403(b) Plan
A 403(b) plan, named for section 403(b) of the Internal  more...
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457 Plan
Similar to a 401K and a 403B plan and based  more...
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Accredited Personal Financial Planning Specialist
Accredited Personal Financial Planning Specialist is a professional title available  more...
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American Association of Individual Investors
American Association of Individual Investors (AAII) is a Chicago-based, investor  more...
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Asset Allocation
Asset allocation is the dividing of one's investment portfolio among  more...
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Asset Allocation Fund
An asset allocation fund is a single mutual fund that  more...
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Back-End Load
A back-end load is a sales charge or a commission  more...
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Certified Financial Planner
Certified Financial Planner, or CFP, is a financial professional who  more...
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CFA
CFA stands for Chartered Financial Analyst, a professional designation given  more...
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CFP
CFP is short for certified financial planner, which is a  more...
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Chartered Financial Analyst
A Chartered Financial Analyst (CFA) is an investment professional who  more...
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Deferred Annuity
A deferred annuity is a contract that delays annuity payments,  more...
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Deferred Compensation
Deferred compensation is the portion of an employee's income that  more...
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Deferred Tax
Deferred tax represents a company's liability for taxes owed that  more...
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Defined Benefit Plan
A defined benefit plan is a type of qualified retirement  more...
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Defined Contribution Plan
A defined contribution plan is a type of qualified retirement  more...
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Early Retirement
Early retirement occurs when an individual retires before the required  more...
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Early Withdrawal Penalty
An early withdrawal penalty is a fine levied on funds  more...
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Estate Planning
Estate planning is a process of planning for efficient handling  more...
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Estate Tax
The estate tax is simply a tax on assets charged  more...
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Financial Planner
A financial planner is a professional who analyses individual financial  more...
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Inheritance Tax
The inheritance tax is tax imposed on the heirs of  more...
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Investment Club
An investment club is a membership organization for investors.  more...
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Investment Newsletter
An investment newsletter is a publication designed to help investors  more...
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Joint Tenants with Right of Survivorship
Joint tenants with right of survivorship, sometimes abbreviated JTWROS, is  more...
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JTWROS
JTWROS, an acronym meaning joint tenants with right of survivorship,  more...
http://www.investorglossary.com/jtwros.htm

Keogh Plan
A Keogh plan is a retirement plan for self-employed individuals  more...
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Living Trust
A living trust (also called a grantor trust, or revocable  more...
http://www.investorglossary.com/living-trust.htm

NAV
NAV (Net Asset Value) is a financial entity's assets minus  more...
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Net Asset Value
Net asset value (NAV) refers to the assets of a  more...
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Net Worth
Net worth is total assets minus its total liabilities. Put  more...
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Normal Retirement Age
Normal retirement age is the age at which a person  more...
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Pension Benefit Guaranty Corporation
The Pension Benefit Guaranty Corporation is a Federal corporation that  more...
http://www.investorglossary.com/pension-benefit-guaranty-corporation.htm

Pension Fund
A pension fund is an entity set up to collect  more...
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Pension Plan
A pension plan is an agreement between an employer and  more...
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Permanent Life Insurance
Permanent life insurance is form of indemnity that offers extended  more...
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Power of Attorney
A power of attorney is a legal instrument used to  more...
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Qualified Retirement Plan
A qualified retirement plan meets the requirements of the IRS  more...
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Retirement
Retirement commonly refers to the time in a person's life  more...
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Revocable Trust
A revocable trust is a trust that can be changed  more...
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SEP
A SEP, or Simplified Employee Pension, is a retirement plan  more...
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Simplified Employee Pension
A Simplified Employee Pension, or SEP, is a retirement plan  more...
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Tax Advisor
A tax advisor is a specialist that offers tax expertise  more...
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Tax-Free Savings Account
A tax-free savings account is a Canadian savings account that  more...
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Trust Company
A trust company is a firm, usually associated with a  more...
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Underfunded Pension Plan
An underfunded pension plan has liabilities exceeding assets. A plan  more...
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Universal Life
Universal life insurance is a life insurance policy which combines  more...
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Variable Annuity
A variable annuity provides a varying rate of return on  more...
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Vested
To become vested employees of a company or corporation must  more...
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Zombie
The term "zombie" refers to a company that is insolvent  more...
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