1031 exchange
For tax purposes, a 1031 exchange is a real estate more...
http://www.investorglossary.com/1031-exchange.htm
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1035 exchange
1035 exchange refers to the provision of the US tax more...
http://www.investorglossary.com/1035-exchange.htm
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1040 Form
The 1040 form is the Internal Revenue Service form that more...
http://www.investorglossary.com/1040-form.htm
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1040A Form
The 1040A form is a shorter and more simple version more...
http://www.investorglossary.com/1040a-form.htm
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1040EZ Form
The 1040EZ form is the easiest (hence the name) of more...
http://www.investorglossary.com/1040ez-form.htm
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1040PC Form
Introduced by in 1993, the IRS designed 1040PC form to more...
http://www.investorglossary.com/1040pc-form.htm
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1099b
Form 1099B (“Proceeds from Broker and Barter Exchange”) is used more...
http://www.investorglossary.com/1099b.htm
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1099R
Form 1099R is an IRS form reporting a taxpayer's distributions more...
http://www.investorglossary.com/1099r.htm
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401(k) Plan
A 401(k) plan is a deferred compensation plan used for more...
http://www.investorglossary.com/401(k)-plan.htm
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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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529 Plan
A 529 plan is an education savings plan overseen by more...
http://www.investorglossary.com/529-plan.htm
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abatement
Abatement refers to a reprieve from or reduction in a more...
http://www.investorglossary.com/abatement.htm
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active income
Active income is a form of income for which labor more...
http://www.investorglossary.com/active-income.htm
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Adjusted Gross Income
Adjusted gross income is the amount of income used on more...
http://www.investorglossary.com/adjusted-gross-income.htm
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Alternative Minimum Tax
The US Congress introduced alternative minimum tax (AMT) in 1970 more...
http://www.investorglossary.com/alternative-minimum-tax.htm
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amended return
An amended return is a tax return filed to correct more...
http://www.investorglossary.com/amended-return.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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auditor
An auditor is an individual qualified at the state level more...
http://www.investorglossary.com/auditor.htm
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average price per share
The average price per share is determined by dividing the more...
http://www.investorglossary.com/average-price-per-share.htm
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back taxes
Back taxes are taxes owed for years prior to the more...
http://www.investorglossary.com/back-taxes.htm
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before-tax income
Before-tax income, also known as pretax income, is the amount more...
http://www.investorglossary.com/before-tax-income.htm
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capital goods
In a basic sense, capital goods are goods used for more...
http://www.investorglossary.com/capital-goods.htm
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Capital Loss
A capital loss is a decrease in the value of more...
http://www.investorglossary.com/capital-loss.htm
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Certified Public Accountant
A Certified Public Accountant (CPA) is a person licensed by more...
http://www.investorglossary.com/certified-public-accountant.htm
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Chapter 11
Chapter 11 is a section of the US Bankruptcy Reform more...
http://www.investorglossary.com/chapter-11.htm
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Chapter 7
Chapter 7 is a section of the US Bankruptcy Code more...
http://www.investorglossary.com/chapter-7.htm
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child and dependent care credit
The child and dependent care credit is a federal income more...
http://www.investorglossary.com/child-and-dependent-care-credit.htm
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cost basis
Cost basis reflects the true cost of purchasing a financial more...
http://www.investorglossary.com/cost-basis.htm
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Coverdell Education Savings Account
Formerly called the education IRA, the Coverdell education savings account more...
http://www.investorglossary.com/coverdell-education-savings-account.htm
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debtor
A debtor is a person or entity that is owes more...
http://www.investorglossary.com/debtor.htm
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deferred annuity
A deferred annuity is a contract that delays annuity payments, more...
http://www.investorglossary.com/deferred-annuity.htm
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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...
http://www.investorglossary.com/deferred-tax.htm
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defined benefit plan
A defined benefit plan is a type of qualified retirement more...
http://www.investorglossary.com/defined-benefit-plan.htm
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defined contribution plan
A defined contribution plan is a type of qualified retirement more...
http://www.investorglossary.com/defined-contribution-plan.htm
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dependent
The term dependent generally describes a person who is financially more...
http://www.investorglossary.com/dependent.htm
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depreciation
Depreciation is the reduction in the value of an asset more...
http://www.investorglossary.com/depreciation.htm
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Depreciation and Amortization
Depreciation and amortization are accounting transactions that record the loss more...
http://www.investorglossary.com/depreciation-and-amortization.htm
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dividend
A dividend is a payment by a corporation to its more...
http://www.investorglossary.com/dividend.htm
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dividend payout ratio
The dividend payout ratio is the percentage of a company's more...
http://www.investorglossary.com/dividend-payout-ratio.htm
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double taxation
Double taxation occurs when a government taxes the same income more...
http://www.investorglossary.com/double-taxation.htm
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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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earned income
Earned income is wages, salary, tips, fees or other compensation more...
http://www.investorglossary.com/earned-income.htm
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earned income tax credit
The earned income tax credit (EITC) is a tax refund more...
http://www.investorglossary.com/earned-income-tax-credit.htm
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Earnings Before Interest
Earnings before interest and pretax operating income and pretax operating more...
http://www.investorglossary.com/earnings-before-interest.htm
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Earnings Before Interest and Taxes
Earnings before interest and taxes (EBIT) is an indicator of more...
http://www.investorglossary.com/earnings-before-interest-and-taxes.htm
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EBIT
EBIT is an acronym for Earnings Before Interest and Taxes. more...
http://www.investorglossary.com/ebit.htm
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EBITDA
EBITDA or "earnings before interest taxes depreciation and amortization" is more...
http://www.investorglossary.com/ebitda.htm
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Education IRA
The education IRA is a savings plan for certain expenses more...
http://www.investorglossary.com/education-ira.htm
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effective tax rate
The effective tax rate for an individual is usually the more...
http://www.investorglossary.com/effective-tax-rate.htm
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enterprise zone
Enterprise zone is a specially designated area within which businesses more...
http://www.investorglossary.com/enterprise-zone.htm
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entitlements
Entitlements are government benefits provided by law to eligible individuals. more...
http://www.investorglossary.com/entitlements.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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estimated tax
Estimated tax is tax that a self-employed individual or a more...
http://www.investorglossary.com/estimated-tax.htm
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Exchange Traded Notes
Exchange Traded Notes (ETN) are considered senior, unsecured debt securities. more...
http://www.investorglossary.com/exchange-traded-notes.htm
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fair value
Fair value is a market price that both the buyer more...
http://www.investorglossary.com/fair-value.htm
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fairly valued
A fairly valued stock is a stock whose perceived value more...
http://www.investorglossary.com/fairly-valued.htm
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flat tax
A flat tax system has a fixed tax rate regardless more...
http://www.investorglossary.com/flat-tax.htm
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flexible spending account
A flexible spending account is a monetary employee benefit that more...
http://www.investorglossary.com/flexible-spending-account.htm
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gift tax
The gift tax is a US tax levied on gifts more...
http://www.investorglossary.com/gift-tax.htm
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income tax
Income tax is tax levied against personal income or a more...
http://www.investorglossary.com/income-tax.htm
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individual tax return
An individual tax return is a tax return filed by more...
http://www.investorglossary.com/individual-tax-return.htm
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inheritance tax
The inheritance tax is tax imposed on the heirs of more...
http://www.investorglossary.com/inheritance-tax.htm
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interest deduction
An interest deduction is any deduction of interest payments that more...
http://www.investorglossary.com/interest-deduction.htm
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Internal Revenue Service
The Internal Revenue Service is the branch of the US more...
http://www.investorglossary.com/internal-revenue-service.htm
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investment property
Real property owned by an entity for other than its more...
http://www.investorglossary.com/investment-property.htm
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IRA
An IRA - Individual Retirement Account - is a tax-sheltered more...
http://www.investorglossary.com/ira.htm
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IRA rollover
An IRA rollover is a lump-sum distribution deposited from an more...
http://www.investorglossary.com/ira-rollover.htm
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irrevocable trust
An irrevocable trust is a trust that once established, cannot more...
http://www.investorglossary.com/irrevocable-trust.htm
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itemized deduction
An itemized deduction is a deduction listed separately against a more...
http://www.investorglossary.com/itemized-deduction.htm
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Job Hunting Expenses
Job hunting expenses (expenses incurred in finding a new job) more...
http://www.investorglossary.com/job-hunting-expenses.htm
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joint
Joint is a term that refers to two things being more...
http://www.investorglossary.com/joint.htm
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joint return
A joint return is an IRS tax return that is more...
http://www.investorglossary.com/joint-return.htm
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joint tax return
A joint tax return is one tax return filed by more...
http://www.investorglossary.com/joint-tax-return.htm
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joint tenancy with right of survivorship
In joint tenancy with right of survivorship, each party owns more...
http://www.investorglossary.com/joint-tenancy-with-right-of-survivorship.htm
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joint will
A joint will is a type of legal agreement, in more...
http://www.investorglossary.com/joint-will.htm
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Kiddie Tax
A special tax on the investment gains and unearned income more...
http://www.investorglossary.com/kiddie-tax.htm
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luxury tax
A luxury tax is a tax on luxury goods. The more...
http://www.investorglossary.com/luxury-tax.htm
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marginal tax rate
The marginal tax rate is rate of tax applicable to more...
http://www.investorglossary.com/marginal-tax-rate.htm
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Mark to Market
Mark to market is an accounting calculation tracking the current more...
http://www.investorglossary.com/mark-to-market.htm
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married filing jointly
Married filing jointly is the tax filing term for a more...
http://www.investorglossary.com/married-filing-jointly.htm
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married filing separately
Married filing separately is a tax filing status under which more...
http://www.investorglossary.com/married-filing-separately.htm
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mortgage interest deduction
In US federal taxation, the mortgage interest deduction is a more...
http://www.investorglossary.com/mortgage-interest-deduction.htm
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net income
Net income is the revenues of a company minus all more...
http://www.investorglossary.com/net-income.htm
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net worth
Net worth is total assets minus its total liabilities. Put more...
http://www.investorglossary.com/net-worth.htm
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passive income
Passive income is income not earned from work. The more...
http://www.investorglossary.com/passive-income.htm
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passive loss
In US tax regulations, a passive loss is a loss more...
http://www.investorglossary.com/passive-loss.htm
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personal exemption
The personal exemption is a dollar amount excluded from taxable more...
http://www.investorglossary.com/personal-exemption.htm
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phantom income
Phantom income is any income that is reportable as taxable more...
http://www.investorglossary.com/phantom-income.htm
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progressive tax
A progressive tax levies higher taxes on those of greater more...
http://www.investorglossary.com/progressive-tax.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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registered education savings plan
A Registered Education Savings Plan – or RESP – is more...
http://www.investorglossary.com/registered-education-savings-plan.htm
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relative strength
Relative strength is a term associated with technical analysis that more...
http://www.investorglossary.com/relative-strength.htm
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Relative Strength Index
The Relative Strength Index is a popular price-following oscillator that more...
http://www.investorglossary.com/relative-strength-index.htm
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required rate of return
The required rate of return is the minimum rate of more...
http://www.investorglossary.com/required-rate-of-return.htm
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reverse split
A reverse split is a reduction in the number of more...
http://www.investorglossary.com/reverse-split.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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Schedule D
Schedule D is an IRS income tax form. Taxpayers more...
http://www.investorglossary.com/schedule-d.htm
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Self-Employment Tax
A self-employment tax is assessed by the IRS on the more...
http://www.investorglossary.com/self-employment-tax.htm
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Standard Deduction
A standard deduction is an amount of income that can more...
http://www.investorglossary.com/standard-deduction.htm
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unearned income
Unearned income is any income that comes from sources other more...
http://www.investorglossary.com/unearned-income.htm
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Uniform Gift to Minors Act
The Uniform Gift to Minors Act creates a custodial vehicle more...
http://www.investorglossary.com/uniform-gift-to-minors-act.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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Value Added Tax
A value added tax is sometimes referred to as VAT. more...
http://www.investorglossary.com/value-added-tax.htm
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wash sale
A wash sale occurs if an investor sells a stock more...
http://www.investorglossary.com/wash-sale.htm
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wash sale rule
The wash sale rule is an IRS rule that prohibits more...
http://www.investorglossary.com/wash-sale-rule.htm
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withholding tax
A withholding tax is a tax automatically taken from income more...
http://www.investorglossary.com/withholding-tax.htm
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