Retirement

  1. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans)

    IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) provides tax information for filers who have a 403(b) retirement ...
  2. Qualifying Annuity

    A Qualifying Annuity has been approved by the IRS for use within a Qualified Retirement Plan or IRA.
  3. Generic Securities

    A generic security is backed by recently issued loans or mortgages. Its value is less than that of a security, whose backing ...
  4. Price Improvement

    Price improvement involves attaining a higher bid price, if selling a stock, or a lower ask price, if buying a stock, than ...
  5. Bellwether

    A bellwether is an event or indicator that shows the possible presence of a trend.
  6. Imbalance of Orders

    Imbalance of orders is when too many orders of a particular type – either buy, sell or limit – and not enough other matching ...
  1. Burdening Your Retirement With a Mortgage

    Carrying this debt can have benefits if done correctly, but is it worth the risk?
  2. Issue Age Policy

    Issue Age Policy refers to an insurance policy whose rate is dependent on the age of the individual who purchases it.
  3. The 6 Vital Parts to Retirement

    Planning for retirement doesn't just mean having adequate finances. Behavioral and emotional aspects also play an important ...
  4. 3 Proven Ways to Be Happier in Retirement

    To ensure a happier retirement, focus on the three things you can actually control: health, time and income.
  5. The Rap On Wrap Fees For Retirement Accounts

    You need to consider whether you should pay your wrap fee out of your retirement account balance or out-of-pocket.
  6. 10 Steps To Retire A Millionaire

    Making this dream come true takes work, but it's well worth the effort.
  1. Issue Age Policy

    Issue Age Policy refers to an insurance policy whose rate is dependent on the age of the individual who purchases it.
  2. Active Retention

    Active retention is the practice of protecting against a loss via the designation of specific funds to pay for the expected ...
  3. Insurance Bond

    An insurance bond is a type of investment instrument that is offered by life insurance companies.
  4. Primary Insurance Amount - PIA

    Primary insurance amount is a calculation, used with the Average Indexed Monthly Earnings (AIME), to determine a person's ...
  5. Disclaimer Trust

    A disclaimer trust is one that has embedded provisions that allow a surviving spouse to put specific assets under the trust.
  6. Needs Approach

    Needs approach is a method of calculating how much life insurance an individual or family requires to cover their needs and ...
  1. Personal Financial Advisor

    A personal financial advisor is a professional who help individuals manage their finances.
  2. Generic Securities

    A generic security is backed by recently issued loans or mortgages. Its value is less than that of a security, whose backing ...
  3. Price Improvement

    Price improvement involves attaining a higher bid price, if selling a stock, or a lower ask price, if buying a stock, than ...
  4. Bellwether

    A bellwether is an event or indicator that shows the possible presence of a trend.
  5. Equity Market Capitalization

    Equity market capitalization is the measure of the total market value of an equity market.
  6. Burdening Your Retirement With a Mortgage

    Carrying this debt can have benefits if done correctly, but is it worth the risk?
Hot Definitions
  1. Internal Rate of Return - IRR

    Internal Rate of Return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.
  2. Limit Order

    An order placed with a brokerage to buy or sell a set number of shares at a specified price or better.
  3. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
  4. Return on Investment (ROI)

    Return on Investment (ROI) is a performance measure used to evaluate the efficiency of an investment or compare the efficiency ...
  5. Interest Coverage Ratio

    The interest coverage ratio is a debt ratio and profitability ratio used to determine how easily a company can pay interest ...
  6. Cash Conversion Cycle - CCC

    Cash conversion cycle (CCC) is a metric that expresses the length of time, in days, that it takes for a company to convert ...
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