Managing Wealth

  1. Bank Insurance

    Bank insurance is a guarantee by the Federal Deposit Insurance Corporation (FDIC) of deposits in a bank.
  2. Safe Deposit Box

    A safe deposit box is usually located inside a bank and is used to store valuables.
  3. Is my IRA/Roth IRA FDIC-Insured?

    Understand how the Federal Deposit Insurance Corporation protects certain accounts, and learn if traditional and Roth IRAs ...
  4. Underwriting Agreement

    An underwriting agreement is a contract between a group of investment bankers in an underwriting syndicate and the issuer ...
  5. UDAAP

    UDAAP is an acronym referring to unfair, deceptive, or abusive acts or practices by those who offer financial products or ...
  6. Primary Offering

    A primary offering is the first issuance of stock from a private company for public sale.
  1. Trustee

    A trustee is a person or firm that holds or administers property or assets for the benefit of a third party.
  2. When are Beneficiaries of a Will Notified?

    Learn when the beneficiaries of a will must be notified, and understand how this requirement varies depending on whether ...
  3. Using an LLC for Estate Planning

    An LLC is a powerful tool for estate planning. By establishing a family LLC, parents can distribute assets to their children ...
  4. Insurance Grace Period

    An insurance grace period is a defined amount of time after the premium is due in which a policyholder can make a premium ...
  5. Safe Deposit Box

    A safe deposit box is usually located inside a bank and is used to store valuables.
  6. Mortality And Expense Risk Charge

    A mortality and expense risk charge is a variable annuity fee that compensates insurance companies for risks and expenses ...
  1. How Much Money Do You Need to Live in London?

    Find out what it takes to live in London, including the average costs of living for students, professionals and unemployed ...
  2. Insurance Grace Period

    An insurance grace period is a defined amount of time after the premium is due in which a policyholder can make a premium ...
  3. Mortality And Expense Risk Charge

    A mortality and expense risk charge is a variable annuity fee that compensates insurance companies for risks and expenses ...
  4. Hurricane Deductible

    A hurricane deductible is the amount a homeowner must pay before insurance will cover the damage caused by a hurricane.
  5. Long-Tail Liability

    A long-tail liability is a type of liability that carries a long settlement period.
  6. Over-55 Home Sale Exemption

    A former law known as the over-55 home sale exemption provided qualified homeowners with a one-time tax break.
  1. Bank Insurance

    Bank insurance is a guarantee by the Federal Deposit Insurance Corporation (FDIC) of deposits in a bank.
  2. Insurance Grace Period

    An insurance grace period is a defined amount of time after the premium is due in which a policyholder can make a premium ...
  3. Mortality And Expense Risk Charge

    A mortality and expense risk charge is a variable annuity fee that compensates insurance companies for risks and expenses ...
  4. Hurricane Deductible

    A hurricane deductible is the amount a homeowner must pay before insurance will cover the damage caused by a hurricane.
  5. Care, Custody Or Control (CCC)

    Care, custody or control (CCC) is a liability insurance exclusion that removes indemnification for the insured when a property ...
  6. Insurance Risk Class

    An insurance risk class has similar characteristics, which are used to determine risks of underwriting a policy and the premium ...
  1. Using an LLC for Estate Planning

    An LLC is a powerful tool for estate planning. By establishing a family LLC, parents can distribute assets to their children ...
  2. Nonpassive Income And Losses

    Gains or losses incurred in a business activity a taxpayer is a material participant in are called nonpassive income and ...
  3. Over-55 Home Sale Exemption

    A former law known as the over-55 home sale exemption provided qualified homeowners with a one-time tax break.
  4. Backup Withholding

    A tax called backup withholding is levied on investment income when the investor withdraws those funds.
  5. Like-Kind Property

    Like kind property refers to two pieces of real estate that can be swapped without incurring capital gains taxes immediately. ...
  6. Income In Respect Of A Decedent - IRD

    Income in Respect of a Decedent (IRD) is untaxed income that a decedent earned or was meant to receive before death.
  1. Family Limited Partnership - FLP

    A Family Limited Partnership (FLP) allows family members to own shares of a family business while securing estate and gift ...
  2. Primary Beneficiary

    A primary beneficiary is the first person in line to receive distributions from a trust or retirement account such as a 4 ...
  3. Declaration Of Trust

    A declaration of trust defines a trust's beneficiaries, the trustee and certain guidelines the trustee must abide by.
  4. Smart Money

    Smart money is the capital that is being invested or withdrawn from the market by the pros.
  5. Beneficiary Of Trust

    A beneficiary of trust is the individual or group of people who benefit from trust assets and the income they generate as ...
  6. Trust Property

    Trust property includes assets such as securities, cash and property that are managed by a trustee for the benefit of designated ...

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Hot Definitions
  1. Quick Ratio

    The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets.
  2. Inventory Turnover

    Inventory Turnover is a ratio showing how many times a company's inventory is sold and replaced over a period. The days in ...
  3. Mutual Fund

    Mutual funds combine money from many investors to invest in a portfolio of stocks, bonds or other securities.
  4. 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.
  5. Watchlist

    A watchlist is list of securities being monitored for potential trading or investing opportunities.
  6. Wealth Management

    A high-level professional service that combines financial/investment advice, accounting/tax services, retirement planning ...
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