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.

Form 5329

The form for reporting early withdrawals, also known as premature withdrawals, to the IRS is commonly referred to as the W-2 form. This form is used to report any taxable in...

More

IRA Transfer

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...

More

Life Cycle Fund

A life cycle fund, also known as a target date fund, is a type of mutual fund that adjusts its level of risk according to the age of its owner. As the investor approaches re...

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