摘要: A type of trust that allows a married investor to avoid estate taxes when passing assets on to heirs. The trust is structured so that upon the death of the investor, the assets specified in the trust [阅读全文:]
摘要: A mathematical term relating to the likeliness of two independent events occurring. The compound probability is equal to the probability of the first event multiplied by the probability of the second [阅读全文:]
摘要: A traditional IRA that holds only assets that were distributed from a qualified plan. Typically, the intention of using this type of plan is to store assets until they can be rolled into a new employ[阅读全文:]
摘要:
An adverse health condition that confines an individual to his or her home or a medical facility such as a hospital or nursing home. Health insurance policy rates take note of individual records an[阅读全文:]
摘要: A circumstance in which the court declares an individual unable to take care of legal matters and appoints another individual, known as a conservator, to do so.
This is sometimes referre[阅读全文:]
摘要:
A type of annuity that guarantees a number of payments, even if the annuitant dies.
If the annuitant passes away during the guaranteed period, a specified beneficiary will receive the [阅读全文:]
摘要: A professional designation available in both the United States and Canada that indicates a human resource professional's expertise in employee benefits. The program is overseen by the Wharton School [阅读全文:]
摘要: A trust designed to reduce beneficiaries' taxable income by first donating a portion of the trust's income to charities and then, after a specified period of time, transferring the remainder of the [阅读全文:]
摘要: A type of gift transaction in which a donor contributes assets to a charitable trust which pays an annuity designed to leave a substantial proportion of the funds to charity upon termination of the an[阅读全文:]
摘要: A tax-exempt irrevocable trust designed to reduce the taxable income of individuals by first dispersing income to the beneficiaries of the trust for a specified period of time and then donating the re[阅读全文:]