Transcription of Basic Investment Terms - Creative Capital …
{{id}} {{{paragraph}}}
Example: dental hygienist
Basic Investment Terms - Creative Capital …
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.
There may be a penalty if funds are withdrawn before reaching maturity. CUSTODIAL ACCOUNT An account for the benefit of a minor with an adult as the custodian.
Loading..
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document:
Related search queries
SIMPLE INDIVIDUAL RETIREMENT CUSTODIAL, SIMPLE INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT, First Trust Retirement, Custodian, INDIVIDUAL RETIREMENT CUSTODIAL, INDIVIDUAL RETIREMENT ARRANGEMENTS, Trust Retirement, Custodian For Investments, Trust Retirement, Custodian . For Investments in, In-Service Distributions: Retirement Plan Rollovers, Savings Banks Employees Retirement Association, TSP Transfers and Rollovers, Retirement, 403(b) Designation of beneficiary form, Individual