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Finance Dictionary

View our list of some finance terms below

#

1031 Like-Kind Exchanges

1031 Exchange Advisors

403(b) Plans and Social Security

1035 Exchange

100% Equities Strategy

5-Year Certain Annuity

12b-1 Fees

403(b) vs Pension Plan

403(b) Plan Termination

401(k) Plan Report

50/30/20 Budget Rule

1031 Exchange Specialist

1031 Exchange Service Lawyer

401(k) Recordkeepers

401(k) Statement

401(k) Blackout Period

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A

Accredited Tax Preparer

Asset-Based Long-Term Care

Asset Protection Trust

Annuity Mortgage

Additional Child Tax Credit

Annuity Date

Accumulation Phase

Accretion of Discount

Assumed Interest Rate (AIR)

Affinity Fraud

Advance Fee Fraud

Account Balance

After-Tax Contributions

Auto-Escalation

Asset Class Correlations

Administrator of an Estate

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B

Bank Account Number

Bank Account Verification

Blockchain Payment System

Blockchain Certification

Blotter

Bondholder

Bullet Bond

Bond Futures

Bounced Check

Bank Secrecy Act (BSA)

Basket Trade

Bitcoin IRAs

Buy and Hold Strategy

Business Line of Credit

Bond Ladders

Bearer Bond

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C

Cash Flow Planning

Chartered Retirement Planning Counselor (CRPC)

Certified Financial Planner (CFP)

Cryptocurrency Trading

Credit Union Routing Number

Correction

Cryptocurrency and Retirement

Collar Strategy

Charitable Donations

Certificate of Deposit (CD) Ladders

Checkbook Control 401(k) Plans

Charitable Gift Annuities

Cost-of-Living Adjustment (COLA)

Cash Balance Plan

Cyclical Stocks

Checkbook Control IRAs

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ACCOUNTING

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