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Finance Dictionary

View our list of some finance terms below

#

414(h) Plan

457(b) vs 401(k)

401(k) Vesting

401(k) vs Roth IRA

401(k) Plan vs 401(a) Plan

403(b) vs Roth IRA

401(a) vs 403(b) Plans

12b-1 Fees

403(b) vs 457(b)

1035 Exchange

401(a) Plans

529 Plans

403(b) Plans

52-Week High/Low

501(c)(3) vs 501(c)(4)

501(c)(3) Tax Returns Public Record

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A

Agency Bond

Asset Location

Accredited Financial Counselor

Accredited Investment Fiduciary

Accredited Wealth Management Advisor (AWMA)

Aggressive Investing

Asset-Based Long-Term Care

Annuity Exclusion Ratio

Annuity Fund

Accredited Domestic Partnership Advisor (ADPA)

Annuity vs 401(k)

Accounting Rate of Return

Assisted Living and Nursing Home

Asset Protection Trust

Annuitization

After-Tax 401(k) Contribution

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B

Bottom-Up Stock Analysis

Behavioral Financial Advisor

Broker-Dealer vs Registered Investment Advisor

Broker CRD Number

Banks vs Credit Unions

Basis Points (BPS)

Bond Duration

Buy to Cover

Balanced Mutual Funds

Business Interruption Insurance

Bypass Trust

Broker-Dealer

Bitcoin Cash

Backdoor Roth IRA

Blind Trust

Business Line of Credit vs Credit Card

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C

Credit Union

Central Bank

Cost-of-Living Adjustment (COLA)

Credit Report

Commodity Pool Operator (CPO)

Certified Private Wealth Advisor (CPWA)

Certified Financial Planner (CFP)

Certified Risk Manager (CRM)

Certification for Long-Term Care (CLTC)

Certified Personal Risk Manager (CPRM)

Chartered Life Underwriter (CLU)

Certified Kingdom Advisor (CKA)

Cash Flow Planning

Chartered Retirement Plans Specialist (CRPS)

Cup-And-Handle Pattern

Certified Exit Planning Advisor (CEPA)

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ACCOUNTING

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