• 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