摘要: A type of fund, commonly found in Australia, that is formulated for conservative investors seeking preservation of capital and reasonable investment returns.
The portfolio managers of ca[阅读全文:]
摘要: A type of retirement savings contribution that allows people over 50 to make additional contributions to their 401(k) and/or individual retirement accounts. The catch-up contribution provision was cre[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: An employee benefit plan that allows staff to choose from a variety of benefits to formulate a plan that best suits their needs. Cafeteria plan options may include health and accident insurance, cash [阅读全文:]
摘要: The specific taxes assessed on investment capital gains as determined by the U.S. Tax Code. When a stock is sold for a profit, the portion of the proceeds over and above the purchase value (or cost ba[阅读全文:]
摘要: An asset allocation strategy that seeks to maximize capital appreciation, or the increase in value of a portfolio or asset over the long term.
Portfolios with the goal of capital growth [阅读全文:]
摘要: A method for determining the tax basis of an asset when it is transferred from one individual to another. Carryover basis is often used when property is given as a gift to someone else and is the meth[阅读全文:]
摘要: A beneficiary of trust is a person for whom a trust was created, and who receives the benefits of that trust. In many instances a trust is established to prevent the exhaustion of an estate. A trust f[阅读全文:]