A 401(k) plan is a deferred compensation plan used for more...
A 401a is a retirement plan that employers set up more...
A 403(b) plan, named for section 403(b) of the Internal more...
Similar to a 401K and a 403B plan and based more...
|Accredited Personal Financial Planning Specialist
Accredited Personal Financial Planning Specialist is a professional title available more...
|American Association of Individual Investors
American Association of Individual Investors (AAII) is a Chicago-based, investor more...
Asset allocation is the dividing of one's investment portfolio among more...
|Asset Allocation Fund
An asset allocation fund is a single mutual fund that more...
A back-end load is a sales charge or a commission more...
|Certified Financial Planner
Certified Financial Planner, or CFP, is a financial professional who more...
CFA stands for Chartered Financial Analyst, a professional designation given more...
CFP is short for certified financial planner, which is a more...
|Chartered Financial Analyst
A Chartered Financial Analyst (CFA) is an investment professional who more...
A deferred annuity is a contract that delays annuity payments, more...
Deferred compensation is the portion of an employee's income that more...
Deferred tax represents a company's liability for taxes owed that more...
|Defined Benefit Plan
A defined benefit plan is a type of qualified retirement more...
|Defined Contribution Plan
A defined contribution plan is a type of qualified retirement more...
Early retirement occurs when an individual retires before the required more...
|Early Withdrawal Penalty
An early withdrawal penalty is a fine levied on funds more...
Estate planning is a process of planning for efficient handling more...
The estate tax is simply a tax on assets charged more...
A financial planner is a professional who analyses individual financial more...
The inheritance tax is tax imposed on the heirs of more...
An investment club is a membership organization for investors. more...
An investment newsletter is a publication designed to help investors more...
|Joint Tenants with Right of Survivorship
Joint tenants with right of survivorship, sometimes abbreviated JTWROS, is more...
JTWROS, an acronym meaning joint tenants with right of survivorship, more...
A Keogh plan is a retirement plan for self-employed individuals more...
A living trust (also called a grantor trust, or revocable more...
NAV (Net Asset Value) is a financial entity's assets minus more...
|Net Asset Value
Net asset value (NAV) refers to the assets of a more...
Net worth is total assets minus its total liabilities. Put more...
|Normal Retirement Age
Normal retirement age is the age at which a person more...
|Pension Benefit Guaranty Corporation
The Pension Benefit Guaranty Corporation is a Federal corporation that more...
A pension fund is an entity set up to collect more...
A pension plan is an agreement between an employer and more...
|Permanent Life Insurance
Permanent life insurance is form of indemnity that offers extended more...
|Power of Attorney
A power of attorney is a legal instrument used to more...
|Qualified Retirement Plan
A qualified retirement plan meets the requirements of the IRS more...
Retirement commonly refers to the time in a person's life more...
A revocable trust is a trust that can be changed more...
A SEP, or Simplified Employee Pension, is a retirement plan more...
|Simplified Employee Pension
A Simplified Employee Pension, or SEP, is a retirement plan more...
A tax advisor is a specialist that offers tax expertise more...
|Tax-Free Savings Account
A tax-free savings account is a Canadian savings account that more...
A trust company is a firm, usually associated with a more...
|Underfunded Pension Plan
An underfunded pension plan has liabilities exceeding assets. A plan more...
Universal life insurance is a life insurance policy which combines more...
A variable annuity provides a varying rate of return on more...
To become vested employees of a company or corporation must more...
The term "zombie" refers to a company that is insolvent more...