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...
http://www.investorglossary.com/401a.htm
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403(b) Plan
A 403(b) plan, named for section 403(b) of the Internal more...
http://www.investorglossary.com/403(b)-plan.htm
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457 Plan
Similar to a 401K and a 403B plan and based more...
http://www.investorglossary.com/457-plan.htm
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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
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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...
http://www.investorglossary.com/back-end-load.htm
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Certified Financial Planner
Certified Financial Planner, or CFP, is a financial professional who more...
http://www.investorglossary.com/certified-financial-planner.htm
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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...
http://www.investorglossary.com/deferred-compensation.htm
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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...
http://www.investorglossary.com/early-retirement.htm
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early withdrawal penalty
An early withdrawal penalty is a fine levied on funds more...
http://www.investorglossary.com/early-withdrawal-penalty.htm
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estate planning
Estate planning is a process of planning for efficient handling more...
http://www.investorglossary.com/estate-planning.htm
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estate tax
The estate tax is simply a tax on assets charged more...
http://www.investorglossary.com/estate-tax.htm
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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...
http://www.investorglossary.com/investment-newsletter.htm
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Keogh Plan
A Keogh plan is a retirement plan for self-employed individuals more...
http://www.investorglossary.com/keogh-plan.htm
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living trust
A living trust (also called a grantor trust, or revocable more...
http://www.investorglossary.com/living-trust.htm
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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...
http://www.investorglossary.com/net-asset-value.htm
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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...
http://www.investorglossary.com/normal-retirement-age.htm
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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
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pension fund
A pension fund is an entity set up to collect more...
http://www.investorglossary.com/pension-fund.htm
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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...
http://www.investorglossary.com/permanent-life-insurance.htm
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Power of Attorney
A power of attorney is a legal instrument used to more...
http://www.investorglossary.com/power-of-attorney.htm
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qualified retirement plan
A qualified retirement plan meets the requirements of the IRS more...
http://www.investorglossary.com/qualified-retirement-plan.htm
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retirement
Retirement commonly refers to the time in a person’s life more...
http://www.investorglossary.com/retirement.htm
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revocable trust
A revocable trust is a trust that can be changed more...
http://www.investorglossary.com/revocable-trust.htm
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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
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underfunded pension plan
An underfunded pension plan has liabilities exceeding assets. A plan more...
http://www.investorglossary.com/underfunded-pension-plan.htm
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universal life
Universal life insurance is a life insurance policy which combines more...
http://www.investorglossary.com/universal-life.htm
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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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