Qualifying annuity
An Annuity which is purchased under a Qualified plan and therefore receives favorable Tax treatment.
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10-Q,
401(k) plan,
403(b) plan,
457 plan,
Allowance for depreciation,
Annuity unit,
After-tax basis,
At par,
All or any part,
At best,
At call,
Accumulated earnings tax,
Automatic reinvestment plan,
Annuity,
At risk,
As is,
A shares,
Assets under management,
Automatic investment plan,
At the money,
After-tax contributions,
Age-weighted plan,
Annuity factor method,
Across the board,
Abusive tax shelter,
After-tax,
Alternative Minimum Tax,
Against the box,
At the bell,
At the close,
At the figure,
At the full,
At the market,
At the opening order,
Automated Pricing and Reporting System,
Away from the market,
Below the line,
Brought over the wall,
Buy the book,
Breaking the syndicate,
By the book,
B shares,
Buy and write,
Before-tax income,
Break-even tax rate,
Beat the gun,
Cash and carry trade,
Chasing the market,
Contract for deed,
C shares,
Close to the money,
Cafeteria plan,
Cash-balance plan,
Cash or Deferred Arrangement,
Collectively bargained plan,
Combination annuity,
Class A Shares,
Class B Shares,
Constant dollar plan,
Capital gains tax,
Child and dependent care credit,
Consolidated tax return,
Cup and handle,
Close a position,
Closing purchase,
Cornering the market,
Deferred tax,
Dividend Reinvestment Plan,
Dividend rollover plan,
Desk (the),
De-escalation clause,
De facto,
Doing business as,
Deep in the money,
Deep out of the money,
Department of Housing and Urban Development,
Deferred annuity,
Deferred payment annuity,
Defined benefit plan,
Defined contribution plan,
Dogs of the Dow,
Either-or order,
E-mini,
Exchange for futures,
Exchange for physical,
Effective tax rate,
Employee Stock Purchase Plan,
Estate tax,
Earned income tax credit,
Estimated tax,
Excess profits tax,
Excise tax,
Form 10-Q,
Federal Savings and Loan Association,
Fill or kill,
Front-ending an order,
Forward P/E,
Favorable balance of trade,
Fee-for-service,
Fixed annuity,
Form S-1,
Friends and family offering,
Full faith and credit,
Free and clear,
Flexible benefit plan,
Frozen plan,
Federal Tax Identification Number,
Federal tax lien,
Flat tax,
Franchise tax,
General Agreement on Tariffs and Trade,
Growth and income fund,
Gather in the stops,
Gift tax,
Hit the bid,
Health Insurance Portability and Accountability Act,
Hybrid annuity,
Hidden tax,
Head and shoulders,
Hammering the market,
Held at the opening,
Holding the market,
In-process research and development,
I/O strip,
Inheritance tax,
Immediate payment annuity,
Individual tax return,
In and out,
In the tank,
Jointly and severally,
Jumping the gun,
Joint and several liability,
Joint and survivor annuity,
Joint life annuity,
Joint tax return,
Keogh Plan,
Lending at a rate,
London International Financial Futures and Options Exchange,
Lease-purchase agreement,
Life annuity,
Leading the market,
Long-term gain or loss,
Luxury tax,
Level I quotes,
Make a market,
Market if touched order,
Money at call,
Null and void,
Non-resident alien tax,
Non-qualified stock option,
Non-contributory plan,
Non-insured plan,
Non-qualified retirement plan,
Off the books,
Out-of-favor,
Over-the-Counter,
Or better,
On-the-spot loan,
Out of the money,
Old age, survivors, and disability insurance,
On the opening,
Pre-tax profit margin,
Profit and loss statement,
Price Value of a Basis Point,
Purchase,
Payment for order flow,
P&L,
Provision for income taxes,
Periodic payment plan,
Purchase-money mortgage,
Property tax,
Purchase agreement,
Pension plan,
Plan asset,
Plan sponsor,
Preretirement survivor annuity,
Prototype plan,
Progressive tax,
Proportional tax,
Point-and-figure chart,
Painting the tape,
Qualified institutional investor,
Qualified retirement plan,
Qualified trust,
Qualifying annuity,
Qualified,
Reports and Records,
Regulation Q,
Reading the tape,
Receive against payment,
Receive versus payment,
Regulation D,
Regulation T,
Regulation U,
Registered Retirement Savings Plan,
Regulation A,
Reverse-annuity mortgage,
Regressive tax,
Selling, General and Administrative Expenses,
SG&A,
Savings and Loan,
S&L,
Securities and Exchange Commission,
Sell the book,
Stock bonus plan,
Stock option plan,
Sale and leaseback,
Systematic investment plan,
Selling the spread,
Savings Incentive Match Plan for Employees,
SEP Plan,
Single-employer plan,
Single-life annuity,
Single-Premium Deferred Annuity,
Social Security Tax,
Summary plan description,
Selling short against the box,
Shorting against the box,
Short purchase,
Sales tax,
S Corporation,
Self-employment tax,
Separate tax returns,
Short-term gain or loss,
Sin tax,
Subchapter M,
Subchapter S Corporation,
Schedule C,
Seek a market,
S&P phenomenon,
Stop and reverse,
Tax anticipation note,
Tax-exempt bond,
Tax renevue anticipation note,
T-Bill,
Take a position,
Trailing P/E,
Tax haven,
Tax,
Tax schedule,
Tenancy by the entirety,
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,
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,
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,
Underfunded pension plan,
UIT,
Unified Tax Credit,
Voluntary accumulation plan,
Variable ratio plan,
Value Added Tax,
Widow-and-orphan stock,
W-2 Form,
W formation,
When, as, and if issued,
X or XD,
Y shares