Medi Assist Healthcare IPO

Home Retirement Planning

Finance Wiki

Trending Categories

All Financial Terms Financial Instruments Market Entities Corporate Actions Public Offerings Fixed Income Instruments Currency Commodity Mutual Funds Derivatives Trading Terms Taxes

More

Derivatives Trading Terms Taxes Property Fixed Income Credit Cards Options and Futures Stocks Insurance IPO Technicals Retirement Planning Loans Gold Bank Deposits

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z

#

Retirement Planning

Home Equity

As a knowledgeable professor in the field of finance, it is important to understand the concept of home equity. This refers to the value of your home after subtracting all debts, such as your mortgage, home equity loan, and home equity line of credit. As you near retirement, your home equity can become a significant financial asset, especially if you are open to selling your home and downsizing to a more affordable property.

Early (premature) Withdrawal

Retirement planning involves considering various factors, one of which is the possibility of withdrawing funds from an IRA or 401(k) plan before the age of 59½. Such early w...

More

Life Annuity Payment Option

An annuity offers various payment options to an annuitant, one of which is the life annuity option. This option guarantees payments for the duration of the owner's life, but...

More

Roth IRA Conversion

When considering the distribution of assets from a Traditional IRA into a Roth IRA, it is important to understand the potential tax implications. A Traditional IRA allows fo...

More

Direct Rollover

A common strategy for individuals looking to transfer funds from a qualified retirement plan to an IRA is through a non-taxable direct rollover. This involves moving the fun...

More