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Tax planning is an analysis of the financial situation or a plan that ensures that all elements work together and allows you to pay taxes as low as possible. Tax planning considerations include the timing of income, size, timing of purchases, and spending planning. Tax planning strategies may include saving for retirement in an IRA or participating in tax loss collection. 408(k) Plan
September 25, 2022 A 408(k) is an employer-sponsored pension plan similar to a 401(k). 412(i) Plan
September 25, 2022 The 412(i) plan was a defined benefit plan designed for small business owners in the United States. Heuristics
September 25, 2022 Heuristics are quick problem solving methods that produce enough results to be useful under time constraints. KSOP
September 25, 2022 KSOP is a qualified retirement plan that combines an Employee Stock Ownership Plan (ESOP) with a 401(k). Qualified Automatic Contribution Arrangements (QACAs)
September 25, 2022 Qualified Automatic Contribution Arrangements (QACA) are a form of automatic contribution pension plan offered by employers. Unconstrained Investing
September 25, 2022 Unlimited Investing allows fund managers to follow investment themes and ideas without being tied to a specific performance benchmark such as the S&P 500 index. 2000 Investor Limit
September 25, 2022 The 2,000 investor limit or rule is a key threshold for private businesses that are unwilling to disclose financial information for public consumption. 401(a) Plan
September 25, 2022 The 401(a) plan is employer-sponsored and both employer and employee can contribute. 401(k) Plan
September 25, 2022 A 401(k) plan is a company-sponsored retirement account that employees can contribute income to and employers can contribute to. 403(b) Plan
September 25, 2022 403(b)s are retirement savings plans that serve employees of public schools and tax-exempt organizations. 457 Plan
September 25, 2022 Plan 457 is an IRS-sanctioned retirement plan for employees with tax benefits. AARP
September 25, 2022 AARP is a non-profit, non-partisan organization that empowers retirees to choose how they live in old age. Accredited Investor
September 25, 2022 Accredited investors are persons classified by the SEC as qualified to invest in complex or complex types of securities. Accumulation Phase
September 25, 2022 The accumulation phase refers to the period of a person’s life during which he saves money for retirement. After-Tax Contribution
September 25, 2022 After-tax contributions can be made to the Roth account. Altcoin
September 25, 2022 The term “altcoin” refers to all cryptocurrencies except bitcoin (and for some people, ethereum). Annual Equivalent Rate (AER)
September 25, 2022 The annual equivalent rate (AER) is the actual interest rate on investments, loans or savings accounts that can be obtained after compounding interest. Annualize
September 25, 2022 An annual analysis can be used to predict the financial performance of an asset, security or company for the next year. Annualized Rate of Return
September 25, 2022 Annual rate of return is the process of determining the rate of return on an investment on an annual basis. Annualized Total Return
September 25, 2022 Annual total return is the geometric mean of the amount of money earned by an investment each year over a given period of time. Annuitant
September 25, 2022 An annuitant is an investor or beneficiary of a pension plan who is entitled to regular pension payments or annuity investments. Annuitization
September 25, 2022 Annuitization is the process of converting an annuity investment into a series of periodic income payments. Annuity
September 25, 2022 Annuities are financial products that offer a guaranteed income stream, typically for retirees. Annuity Due
September 25, 2022 An annuity payment is an annuity that must be paid immediately at the beginning of each period. Annuity Table
September 25, 2022 An annuity table is a tool used to determine the current value of an annuity.