Financial Glossary
Master financial terminology with our comprehensive glossary. Find clear, simple definitions of key business and finance terms.
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1031 Exchange
A 1031 exchange can defer gain when qualifying real estate is exchanged. Learn the deadlines, property rules, and potential tax consequences.
Retirement Planning401(a)
A 401(a) plan follows employer-specific contribution and benefit rules. Learn how vesting, distributions, and plan design can differ.
Retirement Planning401(k)
A 401(k) lets eligible employees save for retirement through payroll. Plan rules determine matching contributions, vesting, investments, and withdrawals.
Retirement Planning403(b)
A 403(b) is a retirement plan offered by certain eligible employers. Explore its contributions, investment choices, and differences from a 401(k).
Tax409A Valuation
A 409A valuation supports the fair market value of private company common stock. See why it matters when a company grants stock options.
Retirement Planning457(b)
A 457(b) defers compensation for eligible workers. Governmental and nongovernmental plans follow important different rules.
Education Planning529 Plan
A 529 plan helps families save for eligible education expenses. Learn how withdrawals work and what happens to unused funds.
Retirement Planning72(t) Rule
The 72(t) rule can exempt qualifying early withdrawals from an additional tax. Learn the payment methods, required duration, and modification risk.
A
Adjusted Gross Income
Income after certain eligible adjustments.
InvestmentsAlternative Investment
Investments outside traditional stocks and bonds.
InvestmentsAlternative Investments
Alternative Investments Extend beyond Stocks and Bonds. Explore Common Types, Costs, Liquidity, and Risks.
InvestmentsAsset Allocation
How investments are divided across different asset classes.
Wealth StrategyAsset Protection
Asset protection uses insurance and legal arrangements to help reduce exposure to lawsuits and creditor claims.
B
Backdoor Roth IRA
A strategy for funding a Roth IRA through a conversion.
InvestmentsBackdoor Roth IRA
A strategy for funding a Roth IRA through a conversion.
TaxBasis
The value used to calculate taxable gain or loss.
TaxBasis
The value used to calculate taxable gain or loss.
InvestmentsBeneficiary
A person designated to receive assets.
InvestmentsBeneficiary
A person designated to receive assets.
C
Capital Gain
Profit from selling an asset above its cost.
InvestmentsCapital Gain
Profit from selling an asset above its cost.
InvestmentsCapital Loss
Loss from selling an asset below its cost.
InvestmentsCapital Loss
Loss from selling an asset below its cost.
TaxCash Balance Plan
A retirement plan with a defined benefit structure.
TaxCash Balance Plan
A retirement plan with a defined benefit structure.