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Retirement Planning

Excess Contribution

An IRA contribution that surpasses the maximum legal limit is considered an excess contribution and is subject to penalty taxes. These taxes are imposed for each year that the excess contribution remains in the account. It is important to stay within the contribution limits to avoid these penalties and maximize the benefits of your IRA.

As a knowledgeable finance professor, it is important to understand the highest standard of responsibility held by investment advisors. This duty, known as fiduciary duty, r...

Defined Benefit Plan Definition

A defined benefit plan, also known as a traditional pension plan, is a retirement plan where the employer guarantees a specific annual income for the employee based on vario...

Simplified Employee Pension Plan (SEP)

Welcome to our lesson on Simplified Employee Pension (SEP) plans. These retirement plans are specifically designed for small business owners and self-employed individuals. T...

When discussing IRA funds, it's important to understand the concept of a direct transfer. This refers to the movement of IRA funds from one provider to another without the o...

Cost of Living Allowance (COLA)

"Welcome, students. Today, we'll be discussing the concept of Social Security benefits and its annual adjustments. As you may know, these adjustments are made to keep pace ...

Required Minimum Distribution

A crucial aspect of managing your retirement funds is understanding the concept of Required Minimum Distributions (RMDs). These are mandatory withdrawals from qualified retir...

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Corporate Actions

Terms related to decisions and events initiated by a company that can impact its stock, such as divi

Retirement Planning

All terms and concepts related to the process of saving and investing to ensure financial security a

Technicals

All terms and concepts related to technical analysis in finance, which involves using historical pri

Fixed Income

Investments that provide regular, fixed payments, such as bonds and treasury bills.

Financial Terms

A comprehensive resource containing definitions and explanations of terms, concepts, and jargon used

Commodity

All terms related to the basic goods used in commerce that are interchangeable with other goods of t

Derivatives

All terms & concepts related to financial contracts whose value is based on an underlying asset,

Trading Terms

Trading Terms encompass terminology and phrases commonly used in financial markets, including terms

Insurance

All terms and concepts related to insurance, which is a financial arrangement that provides protecti

Stocks

All terms and concepts related to stocks, also known as equities, which represent ownership shares i

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