Managing Wealth

  1. 6 investing mistakes the ultra wealthy don't make

    Understand who ultra-high-net-worth individuals are and how they invest. Learn about six key investment mistakes the ultra ...
  2. Asset Liquidation Agreement (ALA)

    A contract between the Federal Deposit Insurance Corporation and private sector contractors, that manages the assets of failed ...
  3. B2B Robo-Advisor

    A B2B robo-advisor is a digital automated portfolio management platform that is used by financial advisors.
  4. Customer Information File (CIF)

    A Customer Information File (CIF) is a computerized file that stores all pertinent information about a bank customer's personal ...
  5. Private Banking Versus Wealth Management

    Discover the various ways in which private banking and wealth management services coincide, as well as the significant differences ...
  6. 529 Savings Plan

    A 529 Savings Plan is a tax-advantaged college savings account created by a holder for a designated beneficiary, for tuition, ...
  1. Exemption Trust

    An exemption trust helps minimize or eliminate federal estate taxes on a married couple's estate. The trust holds the assets ...
  2. Gross Estate

    Gross estate is the gross value of a person's estate at the time of their death before liabilities such as outstanding debt ...
  3. Nataros v. Fine Arts Gallery of Scottsdale

    Nataros v. Fine Arts Gallery of Scottsdale is a court case that challenged assumptions about appraisals and fair market value ...
  4. Bonhams

    Bonhams is a London-based auction house specializing in the sale of art and antiques.
  5. Executrix

    An executrix refers to a woman who will serve as the executor of a person's last will and testament upon their death.
  6. Accumulation Unit

    An accumulation unit is 1) the value invested in a variable annuity account or 2) an investment where a unit trust’s income ...
  1. Why Zillow is Free and How it Makes Money (Z,ZG)

    Zillow lets property seekers look at listings for free, but relies on ad sales to agents and others to make money.
  2. House Your Retirement With Self-Directed Real Estate IRAs

    Investors are now able to fund their retirement accounts with hitherto forbidden eal property, mortgages and other real-estate ...
  3. Widow's Exemption

    A widow's exemption is one of several forms of state or federal tax relief available to a widowed spouse in the period following ...
  4. Timeshares: Dream vacation or money pit?

    Everything you need to know about timeshares. This popular real estate product has its advantages, but don't expect to make ...
  5. IRS Publication 527 - Residential Rental Property (Including Rental of Vacation Homes)

    An Internal Revenue Service (IRS) document providing tax information to those who rent out their residential properties for ...
  6. Form 4952: Investment Interest Expense Deduction

    Form 4952: Investment Interest Expense Deduction, is an Internal Revenue Service tax form determining the investment interest ...
  1. High-Deductible Health Plan - HDHP

    A high-deductible health plan is health insurance with a high minimum deductible for medical expenses that must be paid before ...
  2. Permanent Life Insurance

    Permanent life insurance refers to plans that do not expire, unlike term life insurance, and typically combine a death benefit ...
  3. Pension Risk Transfer

    Pension risk transfer is when a defined benefit pension provider offloads the risk and retirement payment liabilities to ...
  4. Living and Death Benefit Riders: How Do They Work?

    Find out how living and death benefit riders work, and which type is right for you.
  5. Watercraft Insurance

    Watercraft insurance, also known as boat and personal watercraft insurance, provides coverage for towing, wreckage removal, ...
  6. Subaccount Charge

    Subaccount charges are a type of fee charged by a bank or other financial institution to cover the costs of managing of a ...
  1. High-Deductible Health Plan - HDHP

    A high-deductible health plan is health insurance with a high minimum deductible for medical expenses that must be paid before ...
  2. Exemption Trust

    An exemption trust helps minimize or eliminate federal estate taxes on a married couple's estate. The trust holds the assets ...
  3. Gross Estate

    Gross estate is the gross value of a person's estate at the time of their death before liabilities such as outstanding debt ...
  4. Charitable Lead Trust

    A charitable lead trust is designed to reduce a beneficiary's taxable income by first donating a portion of the trust's income ...
  5. Gift Splitting

    Gift splitting is a taxation rule that allows a married couple to split a gift's total value between them, allowing them ...
  6. House Your Retirement With Self-Directed Real Estate IRAs

    Investors are now able to fund their retirement accounts with hitherto forbidden eal property, mortgages and other real-estate ...
  1. Exemption Trust

    An exemption trust helps minimize or eliminate federal estate taxes on a married couple's estate. The trust holds the assets ...
  2. Gross Estate

    Gross estate is the gross value of a person's estate at the time of their death before liabilities such as outstanding debt ...
  3. Charitable Lead Trust

    A charitable lead trust is designed to reduce a beneficiary's taxable income by first donating a portion of the trust's income ...
  4. Gift Splitting

    Gift splitting is a taxation rule that allows a married couple to split a gift's total value between them, allowing them ...
  5. 10 Reasons To Use Your Credit Card

    There's a surprising credit card strategy you should employ as a consumer ... use your card for everything (or almost).
  6. The Most Expensive States to Retire In

    Six places that aren't great for your retirement years (financially speaking).
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