Immediate Family

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Dictionary Says

Definition of 'Immediate Family'

A person's smallest family unit, consisting of the closest relatives, such as  parents, siblings and children. Immediate family may contain both biological relatives and those related through marriage, such as a brother-in-law. Exact inclusions for the immediate family may differ depending on the defining party.
Investopedia Says

Investopedia explains 'Immediate Family'

A variety of rules and legislation relate to one's immediate family. The Financial Industry Regulatory Authority (FINRA), formerly the NASD, prohibits the sale of hot issues to immediate family members, as stated in the Rules of Fair Practice. Additionally, rules governing one's immediate family are noted in FINRA's concepts of withholding and free-riding.

Insurance policies and tax legislations also have provisions relating to immediate family members.
Search results for

'Immediate Family'

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    http://www.investopedia.com/exam-guide/cfa-level-1/ethics-standards/standard-disclosure-conflicts.asp
    Sign In• Register• Free Annual Reports • Free Newsletters. Dictionary;
    Investing; Markets; Personal Finance; Active Trading; Forex; ...

  • Top Estate Planning Tips For Same-Sex Couples - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0911/Top-Estate-Planning-Tips-For-Same-Sex-Couples.aspx
    ... Funeral Arrangements. Many states allow only immediate family and legal spouses
    to claim a body and attend to funeral arrangements for the deceased. ...

  • Advanced Estate Planning: Final Arrangements | Investopedia

    http://www.investopedia.com/university/estate-planning-guide/estate-planning8.asp
    ... You might want to list the names, addresses and contact numbers of your immediate
    family members and the executor of your estate, since these will most likely ...

  • Lower Your Fees With Mutual Fund Breakpoints

    http://www.investopedia.com/articles/mutualfund/08/breakpoints.asp
    ... However, through aggregating accounts and concurrent purchases, the mutual fund
    company will consider its (immediate family members) collective holdings and ...

  • 7 Austerity Measures For Your Personal Budget - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/1010/7-Austerity-Measures-For-Your-Personal-Budget.aspx
    ... Talk to your family about eliminating gifts except for immediate family members
    on important holidays and occasions. IN PICTURES: Top 6 Mindless Money Wasters. ...

  • 8 Tips To Help You Control Holiday Spending

    http://www.investopedia.com/articles/pf/08/speding-holiday.asp
    ... you don't. If your shopping list includes more than five people outside of your
    immediate family, cut down on the number of people on your present list. ...

  • Healthy Survival Guide For Sandwiched Boomers

    http://www.investopedia.com/articles/retirement/07/sandwich-boomer.asp
    ... When college tuition bills arrive, try not to dip into your retirement accounts
    to pay the expense. Make time for yourself and your immediate family. ...

  • Top Tips For Sticking To A Thanksgiving Budget

    http://www.investopedia.com/articles/pf/08/cut-down-thanksgiving-costs.asp
    ... priorities. Is it a priority to: Spend time with immediate family? Have friends
    or extended family over? Create some new traditions? ...

  • The Best Alternatives To A 401(k) - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/1211/The-Best-Alternatives-To-A-401k.aspx
    ... in your self-directed IRA to anyone except immediate family (nice try), your financial
    advisor, your lawyer and any company that you own at least half of. ...

  • Advanced Estate Planning: Setting Up Your Will | Investopedia

    http://www.investopedia.com/university/estate-planning-guide/estate-planning2.asp
    ... Next, you’ll provide information about your immediate family. Start out with your
    marital status and, if you are married, the full name of your spouse. ...

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