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Infinite Banking Soutions Charlotte NC
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    • Sonda Frattini
    • Carl Rogers
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  • Events
  • Blog
    • Glossary
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  • Home
  • About US
    • Sonda Frattini
    • Carl Rogers
  • Finance Opportunities
    • Eliminate Debt
    • Finance Cars
    • Fund Retirement
    • Pay Mortgages
    • Finance Business
  • Events
  • Blog
    • Glossary
  • Contact

Glossary

  • 401(k) Plan
  • 403(b) Plan
  • Adjusted Gross Income (AGI)
  • Administrator
  • After-Tax Return
  • Aggressive Growth Fund
  • Alternative Minimum Tax
  • Annuity
  • Asset
  • Asset Allocation
  • Asset Class
  • Audit
  • Balanced Mutual Fund
  • Bear Market
  • Beneficiary
  • Blue Chip Stock
  • Bond
  • Book Value
  • Bull Market
  • Buy-Sell Agreement
  • Capital Gain or Loss
  • Cash Alternatives
  • Cash Surrender Value
  • CERTIFIED FINANCIAL PLANNER® Practitioner
  • Certified Public Accountant (CPA)
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • COBRA
  • Coinsurance or Co-Payment
  • Commodities
  • Common Stock
  • Community Property
  • Compound Interest
  • Consumer Price Index
  • Deduction
  • Defined Benefit Plan
  • Defined Contribution Plan
  • Diversification
  • Dividend
  • Dollar Cost Averaging
  • Durable Power of Attorney for Finances (DPOA)
  • Durable Power of Attorney for Health Care (HPOA)
  • Efficient Frontier
  • Employer-Sponsored Retirement Plan
  • Enrolled Agent (EA)
  • Equity
  • ERISA
  • ESOP (employee stock ownership plan)
  • Estate Conservation
  • Estate Tax
  • Executive Bonus Plan
  • Executor
  • Federal Income Tax Bracket
  • Fixed Income
  • Fundamental Analysis
  • Gift Taxes
  • Holographic Will
  • Individual Retirement Account ( IRA )
  • Inflation
  • Interest
  • Intestate
  • Investment Category
  • IRAs
  • Irrevocable Trust
  • Joint and Survivor Annuity
  • Joint Tenancy
  • Jointly Held Property
  • Liability
  • Limited Partnership
  • Liquidity
  • Living Trust
  • Living Will
  • Lump-Sum Distribution
  • Marginal Tax Rate
  • Marital Deduction
  • Market Capitalization
  • Money Market Fund
  • Municipal Bond
  • Municipal Bond Fund
  • Mutual Fund
  • Net Asset Value
  • Pooled Income Fund
  • Portfolio
  • Preferred Stock
  • Prenuptial Agreement
  • Price/Earnings Ratio (P/E Ratio)
  • Principal
  • Probate
  • Profit-Sharing Plan
  • Prospectus
  • Qualified Domestic Relations Order (QDRO)
  • Qualified Retirement Plan
  • Revocable Trust
  • Risk
  • Risk-Averse
  • Rollover
  • Roth IRA
  • Security
  • Self-Employed Retirement Plans
  • Simplified Employee Pension Plan (SEP)
  • Single-Life Annuity
  • Split-Dollar Plan
  • Spousal IRA
  • Tax Credit
  • Tax Deferred
  • Tax-Exempt Bonds
  • Taxable Income
  • Technical Analysis
  • Tenancy in Common
  • Term Insurance
  • Testamentary Trust
  • Testator
  • Total Return
  • Trust
  • Trustee
  • Trustee-to-Trustee Transfer
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Volatility
  • Welfare Benefit Plan
  • Whole Life Insurance
  • Will
  • Yield
  • Zero-Coupon Bond

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