Retirement

  1. Indirect Rollover

    An indirect rollover is a method of transferring assets from a tax-deferred 401(k) plan to a traditional individual retirement ...
  2. Rollover

    A rollover may entail a number of actions, most popularly the transfer of the holdings of one retirement plan to another ...
  3. How does an IRA grow over time?

    Learn how the magic of compounding helps grow an individual retirement account (IRA). IRAs are one of the most proven ways ...
  4. SEC Form N-3

    SEC Form N-3 must be filed with the SEC by insurance company separate accounts organized as management investment companies ...
  5. SEC Form N-4

    SEC Form N-4 is a filing by all insurance company separate accounts organized as unit investment trusts offering variable ...
  6. Term Certain Method

    The term certain method refers to a way to calculate minimum distributions from a retirement account based on the account ...
  1. Indirect Rollover

    An indirect rollover is a method of transferring assets from a tax-deferred 401(k) plan to a traditional individual retirement ...
  2. Total Annual Loan Cost (TALC)

    Total annual loan cost is the expected total cost of a reverse mortgage over the life of the loan.
  3. Borrowing From Your Retirement Plan

    Left with no alternative but to take money out from your retirement savings? Here are some guidelines.
  4. Elderly and Disabled Credit

    The Elderly and Disabled Credit is a non-refundable tax credit for taxpayers aged 65 and over, or those who are permanently ...
  5. 5 Reasons Why Americans Retire in Malaysia

    Understand why Americans are deciding to retire internationally. Learn about the top five reasons why Americans are retiring ...
  6. Estate Freeze

    An estate freeze is an asset management strategy whereby an estate owner aims to transfer assets to his or her beneficiaries ...
  1. Honesty Bond

    An honesty bond is posted by an organization or professional to ensure the honesty and integrity of the bond issuer and/or ...
  2. Breeder's Insurance Policy

    A breeder's insurance policy provides protection against damage, theft or loss of bred animals.
  3. United States Government Life Insurance (USGLI)

    United States Government Life Insurance was established in 1919 to provide term, permanent and endowment insurance up to ...
  4. No-Load Life Insurance

    No-load life insurance is a type of life insurance that charges much lower fees and expenses than conventionl life policies.
  5. Catastrophe Futures

    Catastrophe futures are futures contracts used by insurance companies to protect themselves against future catastrophe losses. ...
  6. Joint-Life Payout

    A joint-life payout is one of two options normally available for retirees to choose as the method of payout for their employee ...
  1. Indirect Rollover

    An indirect rollover is a method of transferring assets from a tax-deferred 401(k) plan to a traditional individual retirement ...
  2. Found Money

    Found money is a sum of cash or financial account that the holder controls but has forgotten about, then rediscovered.
  3. Total Annual Loan Cost (TALC)

    Total annual loan cost is the expected total cost of a reverse mortgage over the life of the loan.
  4. How does an IRA grow over time?

    Learn how the magic of compounding helps grow an individual retirement account (IRA). IRAs are one of the most proven ways ...
  5. Term Certain Method

    The term certain method refers to a way to calculate minimum distributions from a retirement account based on the account ...
  6. Final Return For Decedent

    A final return for decedent is a tax return filed for an individual in the year of that person's death.
Hot Definitions
  1. Leverage

    Leverage results from using borrowed capital as a source of funding when investing to expand the firm's asset base and generate ...
  2. Financial Risk

    Financial risk is the possibility that shareholders will lose money when investing in a company if its cash flow fails to ...
  3. Enterprise Value (EV)

    Enterprise Value (EV) is a measure of a company's total value, often used as a more comprehensive alternative to equity market ...
  4. Relative Strength Index - RSI

    Relative Strength Indicator (RSI) is a technical momentum indicator that compares the magnitude of recent gains to recent ...
  5. Dividend

    A dividend is a distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders.
  6. Inventory Turnover

    Inventory turnover is a ratio showing how many times a company has sold and replaces inventory over a period.
Trading Center