Categories      # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z   Retirement Home » Retirement 401(k) Plan A 401(k) plan is a deferred compensation plan used for  more... http://www.investorglossary.com/401(k)-plan.htm 401a A 401a is a retirement plan that employers set up  more... http://www.investorglossary.com/401a.htm 403(b) Plan A 403(b) plan, named for section 403(b) of the Internal  more... http://www.investorglossary.com/403(b)-plan.htm 457 Plan Similar to a 401K and a 403B plan and based  more... http://www.investorglossary.com/457-plan.htm Accredited Personal Financial Planning Specialist Accredited Personal Financial Planning Specialist is a professional title available  more... http://www.investorglossary.com/accredited-personal-financial-planning-specialist.htm American Association of Individual Investors American Association of Individual Investors (AAII) is a Chicago-based, investor  more... http://www.investorglossary.com/american-association-of-individual-investors.htm Asset Allocation Asset allocation is the dividing of one's investment portfolio among  more... http://www.investorglossary.com/asset-allocation.htm Asset Allocation Fund An asset allocation fund is a single mutual fund that  more... http://www.investorglossary.com/asset-allocation-fund.htm Back-End Load A back-end load is a sales charge or a commission  more... http://www.investorglossary.com/back-end-load.htm Certified Financial Planner Certified Financial Planner, or CFP, is a financial professional who  more... http://www.investorglossary.com/certified-financial-planner.htm CFA CFA stands for Chartered Financial Analyst, a professional designation given  more... http://www.investorglossary.com/cfa.htm CFP CFP is short for certified financial planner, which is a  more... http://www.investorglossary.com/cfp.htm Chartered Financial Analyst A Chartered Financial Analyst (CFA) is an investment professional who  more... http://www.investorglossary.com/chartered-financial-analyst.htm Deferred Annuity A deferred annuity is a contract that delays annuity payments,  more... http://www.investorglossary.com/deferred-annuity.htm Deferred Compensation Deferred compensation is the portion of an employee's income that  more... http://www.investorglossary.com/deferred-compensation.htm Deferred Tax Deferred tax represents a company's liability for taxes owed that  more... http://www.investorglossary.com/deferred-tax.htm Defined Benefit Plan A defined benefit plan is a type of qualified retirement  more... http://www.investorglossary.com/defined-benefit-plan.htm Defined Contribution Plan A defined contribution plan is a type of qualified retirement  more... http://www.investorglossary.com/defined-contribution-plan.htm Early Retirement Early retirement occurs when an individual retires before the required  more... http://www.investorglossary.com/early-retirement.htm Early Withdrawal Penalty An early withdrawal penalty is a fine levied on funds  more... http://www.investorglossary.com/early-withdrawal-penalty.htm Estate Planning Estate planning is a process of planning for efficient handling  more... http://www.investorglossary.com/estate-planning.htm Estate Tax The estate tax is simply a tax on assets charged  more... http://www.investorglossary.com/estate-tax.htm Financial Planner A financial planner is a professional who analyses individual financial  more... http://www.investorglossary.com/financial-planner.htm Inheritance Tax The inheritance tax is tax imposed on the heirs of  more... http://www.investorglossary.com/inheritance-tax.htm Investment Club An investment club is a membership organization for investors.  more... http://www.investorglossary.com/investment-club.htm Investment Newsletter An investment newsletter is a publication designed to help investors  more... http://www.investorglossary.com/investment-newsletter.htm Joint Tenants with Right of Survivorship Joint tenants with right of survivorship, sometimes abbreviated JTWROS, is  more... http://www.investorglossary.com/joint-tenants-with-right-of-survivorship.htm 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... http://www.investorglossary.com/keogh-plan.htm 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... http://www.investorglossary.com/nav.htm Net Asset Value Net asset value (NAV) refers to the assets of a  more... http://www.investorglossary.com/net-asset-value.htm Net Worth Net worth is total assets minus its total liabilities. Put  more... http://www.investorglossary.com/net-worth.htm Normal Retirement Age Normal retirement age is the age at which a person  more... http://www.investorglossary.com/normal-retirement-age.htm 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... http://www.investorglossary.com/pension-fund.htm Pension Plan A pension plan is an agreement between an employer and  more... http://www.investorglossary.com/pension-plan.htm Permanent Life Insurance Permanent life insurance is form of indemnity that offers extended  more... http://www.investorglossary.com/permanent-life-insurance.htm Power of Attorney A power of attorney is a legal instrument used to  more... http://www.investorglossary.com/power-of-attorney.htm Qualified Retirement Plan A qualified retirement plan meets the requirements of the IRS  more... http://www.investorglossary.com/qualified-retirement-plan.htm Retirement Retirement commonly refers to the time in a person's life  more... http://www.investorglossary.com/retirement.htm Revocable Trust A revocable trust is a trust that can be changed  more... http://www.investorglossary.com/revocable-trust.htm SEP A SEP, or Simplified Employee Pension, is a retirement plan  more... http://www.investorglossary.com/sep.htm Simplified Employee Pension A Simplified Employee Pension, or SEP, is a retirement plan  more... http://www.investorglossary.com/simplified-employee-pension.htm Tax Advisor A tax advisor is a specialist that offers tax expertise  more... http://www.investorglossary.com/tax-advisor.htm Tax-Free Savings Account A tax-free savings account is a Canadian savings account that  more... http://www.investorglossary.com/tax-free-savings-account.htm Trust Company A trust company is a firm, usually associated with a  more... http://www.investorglossary.com/trust-company.htm Underfunded Pension Plan An underfunded pension plan has liabilities exceeding assets. A plan  more... http://www.investorglossary.com/underfunded-pension-plan.htm Universal Life Universal life insurance is a life insurance policy which combines  more... http://www.investorglossary.com/universal-life.htm Variable Annuity A variable annuity provides a varying rate of return on  more... http://www.investorglossary.com/variable-annuity.htm Vested To become vested employees of a company or corporation must  more... http://www.investorglossary.com/vested.htm Zombie The term "zombie" refers to a company that is insolvent  more... http://www.investorglossary.com/zombie.htm

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