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Term
Terms in Finance
8
Finance
Undergraduate 1
07/26/2018
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Cards

Term
Examples of Non-qualified Accounts
 Definition
Individual, Joint Ownership, Family Trust, Non-qual annuity
Term
Examples of qualified accounts
 Definition
IRA, Roth IRA, 401K, 403b, 457, qualified annuities
Term
What is an Exchange traded fund
 Definition
Fill in
Term
How does a mutual fund work
 Definition
Term
Taxation of non-qualified Annuities
 Definition
Term
What is a surrender charge
 Definition
Term
What are the riders we use for annuities
 Definition
Term
What is Morningstar
 Definition
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