Basic Investment Terms
8880 Rio San Diego Drive, Suite 1150 | San Diego, California 92108-1690 (619) 298-3993 | (800) 615-6666 | Fax (619) 298-1976 Robert C. Eddy, CFP Margaret F. Eddy, CFP Matthew B. Showley, CFP Because money doesn t come with Basic Investment Terms ANNUITY A financial product sold by financial institutions pay out a stream of payments to the individual at a later point; primarily used as a means of providing guaranteed cash flow for an individual during their retirement years. ASSETS Resources with economic value owned by a company, fund, or individual, especially those that can be converted to cash; real estate, automobiles, investments (stocks and bonds), materials, inventories, etc.
401(k) An employer sponsored retirement plan. Allows an employee to save for retirement and defer income taxes on the saved money until withdrawal.
Download Basic Investment Terms
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document:
Related search queries
Applying for Immediate Retirement Under, Applying for Immediate Retirement Under the Federal Employees Retirement System, Retirement, Network Rail CARE Pension Scheme, SHARED RISK PLAN Employee, SHARED RISK PLAN Employee Summary Booklet, For Deferred or Postponed Retirement, Your Retirement Plan, Federal Employees Retirement, USDA, Federal Employees Retirement System