Financial Terms & Definitions
1
- 1035 Exchange
4
- 401k
- 403b
A
- Annuity
- Asset
B
- Beneficiary
- Bond
C
- Call Option
- Cap Rate
- Capital Gains
- Capital Gains Tax
- Capital Loss
- Cash Value
- Cash Value Life Insurance
- CD
- Compound Interest
- Compounding
- Contribution
D
- Death Benefit
- Disability
- Distribution
- Dividend
E
- Earning
- Estate
- Estate Tax
F
- Fixed Rate
I
- Income
- Index Reset Period
- Indexed Interest Rate
- Inflation
- Insurance
- Insured
- Interest
- Internal Revenue Service
- Investment
- Investment Load
- IRA
L
- Life Insurance
M
- Matching Contribution
N
- Non-qualified
O
- Option
P
- Partial 1035 Exchange
- Participation Rate
- Penalty Tax
- Pension
- Policy
- Post-tax
- Pre-tax
- Premium
- Principal
- Principal
- Put Option
Q
- Qualified Retirement Plan
R
- Real Estate
- Retirement
- RMD
S
- Social Security
- Stock
- Stock Index
- Stockholder
- Surrender Value
T
- Tax
- Tax Deduction
- Tax-deferred
- Tax-Exempt
- Tax-free
- Taxable
- Term Period
V
- Variable Interest Rate