Exclusion ratio
The amount of an Annuity payment that is not subject to income Tax when received, since it is considered to be the Return of the original Principal.
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Annuity unit,
Average accounting return,
Accrual of discount,
After-tax basis,
Amortization of premium,
At par,
All or any part,
At best,
At call,
Accumulated earnings tax,
Annuity,
At risk,
Annual return,
Add-on service,
Abstract of title,
Action to quiet title,
As is,
Assignment to creditors,
Attorney in fact,
Assignment of mortgage,
A shares,
At the money,
After-tax contributions,
Annuity factor method,
Across the board,
Additional paid-in capital,
Abusive tax shelter,
After-tax,
Alternative Minimum Tax,
Amended return,
Amount recognized,
Against the box,
At the bell,
At the close,
At the figure,
At the full,
At the market,
At the opening order,
Away from the market,
Back pay,
Below the line,
Books of final entry,
Books of original entry,
Banking Act of 1933,
Bid-to-cover ratio,
Bureau of Public Debt,
Brought over the wall,
Buying on margin,
Buy on close,
Buy on opening,
Buy the book,
Balance of payments,
Board of Governors,
Breaking the syndicate,
Bill of exchange,
Bill of sale,
Breach of trust,
By the book,
Balloon payment,
B shares,
Buy-side,
Before-tax income,
Break-even tax rate,
Breadth-of-market theory,
Beat the gun,
Cost Of Goods Sold,
Cost of sales,
Current income,
Certificate of Participation,
Committee on Uniform Securities Identification Procedures,
Code of procedure,
Capitalization of income,
Cost of Living Adjustment,
Cost-of-living index,
Council of Economic Advisers,
Chasing the market,
Cheapest to deliver,
Chicago Board of Trade,
Cost-of-living rider,
Certificate of stock,
Cost of carry,
Certificate of title,
Cancellation of debt,
Certificate of Claim,
Cost of debt capital,
Cost of funds,
C shares,
Class of options,
Close to the money,
Certificate of Occupancy,
Cloud on title,
Cash or Deferred Arrangement,
Combination annuity,
Class A Shares,
Class B Shares,
Crash of 1929,
Crash of 1987,
Capital gains tax,
Consolidated tax return,
Coefficient of determination,
Certificate of delivery,
Close a position,
Cornering the market,
Curbs in,
Deferred tax,
Deposit in transit,
Date of issue,
Date of payment,
Delivery vs. payment,
Division of Enforcement,
Division of Investment Management,
Division of Market Regulation,
Do Not Reduce,
Date of record,
Dividend in arrears,
Desk (the),
Diminishing return,
Division of labor,
De-escalation clause,
De facto,
Durable Power of Attorney,
Date of maturity,
Debtor in possession,
Debtor-in-possession financing,
Deed of Release,
Deed of Trust,
Deferred payment,
Discharge of bankruptcy,
Discharge of lien,
Down payment,
Due-on-sale clause,
Deep in the money,
Deep out of the money,
Deed of Surrender,
Department of Housing and Urban Development,
Deferred annuity,
Deferred payment annuity,
Dogs of the Dow,
Disposable income,
Depth of market,
Eurodollar certificate of deposit,
Escrowed to maturity,
Either-or order,
E-mini,
Exchange of spot,
Effective tax rate,
Expected return,
Estate tax,
Employee Retirement Income Security Act of 1974,
Earned income tax credit,
Estimated tax,
Excess profits tax,
Excise tax,
First In First Out,
Face-amount certificate,
Fixed income,
Fixed income equivalent,
Fixed-income arbitrage,
Flight to quality,
Flow of funds,
Fill or kill,
Front-ending an order,
Forward P/E,
Factors of production,
Favorable balance of trade,
Face amount,
Fixed annuity,
Form S-1,
Family of funds,
Fund of funds,
Free right of exchange,
Federal ID Number,
Federal Tax Identification Number,
Federal tax lien,
Flat tax,
Franchise tax,
Gross income,
G-7,
General Agreement on Tariffs and Trade,
G-8,
Graduated payment,
Growth and income fund,
Gather in the stops,
Gift tax,
Hart-Scott-Rodino Act of 1976,
Hit the bid,
House of issue,
Holder in due course,
Home equity line of credit,
Hybrid annuity,
Hidden tax,
Hammering the market,
Held at the opening,
Holding the market,
Income statement,
Income bond,
In escrow,
In-house,
Investment Advisor Act of 1940,
Investment Company Act of 1940,
Income coverage,
Income stock,
In line,
Income distribution,
Insider Trading sanctions Act of 1984,
Internal Rate of Return,
Indication of interest,
Inc.,
In intestacy,
In play,
In-process research and development,
Income fund,
Income risk,
I/O strip,
Income property,
Inheritance tax,
Immediate payment annuity,
Income replacement ratio,
In-service withdrawal,
Income exclusion rule,
Individual tax return,
Imbalance of orders,
In and out,
In sympathy,
In the tank,
Jumping the gun,
Joint and survivor annuity,
Joint life annuity,
Joint return,
Joint tax return,
Last In First Out,
Lender of last resort,
Law of one price,
Lending at a rate,
Limit-on-close order,
Law of demand,
Law of supply,
Letter of comment,
Line of credit,
Loan-to-cost,
Loan-to-value,
Lock-in,
Load-adjusted return,
Life annuity,
Leading the market,
Locked in,
Long-term gain or loss,
Luxury tax,
Level I quotes,
Make a market,
Market on close order,
Mark-to-market,
Medium of exchange,
Marginal propensity to consume,
Minimum payment,
Money at call,
Mean return,
Market return,
Net income,
Net income multiplier,
Net Operating Income,
Negotiable certificate of deposit,
Negotiable Order of Withdrawal,
Notice of Sale,
National Association of Securities Dealers,
National Association of Securities Dealers Automated Quotations system,
No limit order,
No quote,
No-Fault,
No-Action Letter,
No-lien affidavit,
Notice of Default,
Notional principal amount,
No-load,
Non-resident alien tax,
National Association of Real Estate Investment Trusts,
No-load stock,
No book,
Off the books,
Original cost,
Office of Thrift Supervision,
Original Issue Discount,
Out-of-favor,
Over-the-Counter,
On-floor order,
On margin,
Or better,
Other income,
Original issue stock,
Opinion of title,
On account,
On-the-spot loan,
Original principal balance,
Option income fund,
Out of the money,
Ordinary income,
On-balance volume,
On close,
On open,
On the opening,
Pooling of interests,
Pre-tax profit margin,
Payment date,
Payment-in-kind security,
Phantom income,
Price Value of a Basis Point,
Payment for order flow,
P&L,
Provision for income taxes,
Periodic payment plan,
Power of Attorney,
Principal,
Principal amount,
Principal balance,
Principal risk,
Prioritization of debt,
Premium income,
Passive income,
Property tax,
Preretirement survivor annuity,
Paid-in capital,
Paid-in surplus,
Private Investment in Public Equity,
Preservation of capital,
Progressive tax,
Proportional tax,
Painting the tape,
Qualifying annuity,
Quick turn,
Return of capital,
Return on Capital,
Return on Invested Capital,
Return on Total Assets,
Risk adjusted return,
Return,
Reading the tape,
Receive against payment,
Receive versus payment,
Regulation D,
Regulation G,
Regulation T,
Regulation U,
Round of funding,
Rules of Fair Practice,
Rate of exchange,
Reciprocal of European terms,
Round turn,
Red herring,
Regulation A,
Right of first refusal,
Right of rescission,
Right to Know,
Remaining principal balance,
Reverse-annuity mortgage,
Revolving line of credit,
Right of recourse,
Rule of 78,
Registered options principal,
Right of redemption,
Retirement Equity Act of 1984,
Risk/return trade-off,
Regressive tax,
Return on Capital Employed,
Rate of return,
Real rate of return,
SG&A,
Sight letter of credit,
S&L,
Stop payment,
Segregation of securities,
Sell-side analyst,
Sell the book,
Standard of living,
Supply-side economics,
Second-to-die insurance,
Severally but not jointly,
Statute of Limitations,
Satisfaction of debt,
Single-payment loan,
Standard payment calculation,
Staggered board of directors,
Selling the spread,
Single-life annuity,
Single-Premium Deferred Annuity,
Social Security Tax,
Selling short against the box,
Shorting against the box,
Sales tax,
S Corporation,
Self-employment tax,
Separate tax returns,
Short-term gain or loss,
Sin tax,
Subchapter M,
Subchapter S Corporation,
Schedule C,
Securities Act of 1933,
Securities Acts Amendments of 1975,
Securities Exchange Act of 1934,
Seek a market,
S&P phenomenon,
Tax anticipation note,
Tax-exempt bond,
Tax renevue anticipation note,
T-Bill,
Term to maturity,
Take a position,
Total return,
Trailing P/E,
Tax haven,
Tax,
Tax schedule,
Total return index,
Tenancy by the entirety,
Truth in Lending,
Tax-free bond fund,
Tax-managed fund,
Tax lien,
Tax roll,
Tenancy at will,
Transfer tax,
Tax deferral,
Tax-deferred,
Top hat plan,
The Street,
Timing the market,
Taxable income,
Tax-advantaged,
Tax audit,
Tax base,
Tax basis,
Tax bracket,
Tax-deductible,
Tax deduction,
Tax-efficient,
Tax evasion,
Tax-exempt,
Tax identification number,
Tax loss carryback,
Tax loss carryforward,
Tax lot,
Taxpayer Relief Act of 1997,
Tax planning,
Tax preference item,
Tax Reform Act of 1986,
Tax Reform Act of 1993,
Tax return,
Tax sale,
Tax shelter,
Tax shield,
Tax swap,
Tax tables,
Take a bath,
U.S. Government Agency Security,
U.S. Savings Bond,
U.S. Treasury,
U.S. Treasury Bill,
U.S. Treasury Bond,
U.S. Treasury Note,
U.S. Treasury Securities,
Unlimited tax bond,
UIT,
Unified Tax Credit,
Unit of trade,
Unit of trading,
Value Added Tax,
Waiver of premium,
W-2 Form,
W formation,
When, as, and if issued,
When issued,
X or XD,
Year-To-Date,
Yield to call,
Yield to maturity,
Yield to worst,
Y shares