SPDA

10-K, 401(k) plan, 403(b) plan, 457 plan, Annuity unit, After-tax basis, Amortization of premium, All or any part, Accumulated earnings tax, Automatic reinvestment plan, Adjustable life insurance, Annuity, Annual return, Add-on service, Action to quiet title, Assignment to creditors, Attorney in fact, Annual mortgagor statement, Annual Percentage Rate, Aggressive growth fund, A shares, Asset allocation fund, Automatic investment plan, After-tax contributions, Age-weighted plan, Annuity factor method, Average contribution percentage, Additional paid-in capital, Abusive tax shelter, After-tax, Alternative Minimum Tax, Annual exclusion, Back pay, Bank holding company, Balanced fund, Bid-to-cover ratio, Blend fund, Bond fund, Buying on margin, Buy limit order, Buy on close, Buy on opening, Balloon payment, B shares, Balanced investment strategy, Before-tax income, Break-even tax rate, Capital investment, Contribution margin, Committee on Uniform Securities Identification Procedures, Conversion premium, Cheapest to deliver, Cash value life insurance policy, Casualty insurance, Convertible term insurance, Credit insurance, Credit life insurance, Credit limit, Controlled company, Capital appreciation fund, Clone fund, Closed-end fund, Closed-end investment company, Closed fund, Contingent deferred sales charge, Crossover fund, C shares, Close to the money, Cloud on title, Cafeteria plan, Cash-balance plan, Cash or Deferred Arrangement, Collectively bargained plan, Combination annuity, Contribution, Class A Shares, Class B Shares, Constant dollar plan, Capital gains tax, Consolidated tax return, Close a position, Curbs in, Deferred charge, Deferred credit, Deferred revenue, Deferred tax, Deposit in transit, Date of payment, Debt limit, Deferred interest bond, Delivery vs. payment, Dual currency bond, Dual listing, Division of Investment Management, Dividend in arrears, Dividend Reinvestment Plan, Dividend rollover plan, Daily trading limit, Deferred month, Disability insurance, Dual life insurance, De-escalation clause, De facto, Defer, Debtor in possession, Debtor-in-possession financing, Deferred payment, Down payment, Due-on-sale clause, Dual-purpose fund, Deep in the money, Deferred account, Deferred annuity, Deferred payment annuity, Defined benefit plan, Defined contribution plan, Defensive investment strategy, Effective annual interest rate, Equity risk premium, Escrowed to maturity, Either-or order, E-mini, Excess insurance, Executive indemnity insurance, Effective tax rate, Employee Stock Purchase Plan, Enhanced index fund, Environmental fund, Equity fund, Exchange fund, Exercise limit, Estate tax, Education IRA, Excess contribution, Earned income tax credit, Estimated tax, Excess profits tax, Excise tax, First In First Out, Federal Deposit Insurance Corporation, Flight to quality, Fill or kill, Front-ending an order, Fund supermarket, Forward P/E, Fluctuation limit, Foreign direct investment, Fixed annuity, Fixed premium, Form 8-K, Form S-1, Fund, Finance company, Focused fund, Fund family, Fund manager, Fund of funds, Federal Insurance Contributions Act, Flexible benefit plan, Frozen plan, Fixed investment trust, Federal ID Number, Federal Tax Identification Number, Federal tax lien, Flat tax, Franchise tax, Guaranteed Investment Contract, G-7, General Agreement on Tariffs and Trade, G-8, Global fund, Group insurance, Graduated payment, Growth and income fund, Growth fund, Group IRA, Gather in the stops, Gift tax, Hazard insurance, Health insurance, Health Insurance Portability and Accountability Act, Holding company, Holder in due course, Hedge fund, Hybrid annuity, Hidden tax, Investment flows, In escrow, Investment bill, Investment-grade bond, Investment letter, Investment security, Investment value, In-house, Investment Advisor Act of 1940, Investment bank, Investment banker, Investment Bankers Association, Investment banking, Investment banking group, Investment Company Act of 1940, In line, International Monetary Fund, Investment multiplier, Individual policy pension trust, Insurance, Insurance agent, Insurance broker, Insurance carrier, Insurance claim, Insurance examiner, Insurance policy, Insurance premium, In intestacy, In play, In-process research and development, Income fund, Index fund, Institutional fund, International fund, Investment company, Investment fund, Investment objective, Investment policy, Investment trust, I/O strip, Inheritance tax, Investment property, Immediate payment annuity, In-service withdrawal, IRA rollover, Investment philosophy, Individual tax return, In and out, Individual investor, In sympathy, In the tank, Joint and survivor annuity, Joint life annuity, Joint Stock Company, Joint tax return, Keogh Plan, Last In First Out, Lending at a rate, Limit-on-close order, Limit order, Limit order book, Limit order information system, Limit price, Limit down, Limit move, Limit up, Lock-limit, Limited company, Level premium insurance, Level term insurance, Life insurance, Long-term care insurance, Loan-to-cost, Loan-to-value, Lock-in, Lifecycle fund, Load fund, Life annuity, Limited Liability Company, Locked in, Long-term gain or loss, Luxury tax, Level I quotes, Mutual association, Mutual company, Mutual Savings Bank, Municipal bond fund, Municipal bond insurance, Municipal Bond Insurance Association, Municipal investment trust, Muni fund, Make a market, Market on close order, Mark-to-market, Marginal propensity to consume, Major medical insurance, Mortgage life insurance, Make whole provision, Minimum payment, Management company, Mutual fund, Mutual fund custodian, Mutual fund symbol, Mutual exclusion doctrine, Mutual improvement certificate, Net investment, No limit order, No quote, No-Fault, Nonparticipating life insurance policy, No-Action Letter, No-lien affidavit, No-load, Non-resident alien tax, National Association of Real Estate Investment Trusts, Non-investment property, Non-contributory plan, Nondeductible contribution, Nonelective contribution, Non-insured plan, Non-qualified retirement plan, No-load stock, No book, On-floor order, On margin, Or better, Offshore company, On account, On-the-spot loan, Open-end fund, Open-end management company, Option income fund, Option premium, Old age, survivors, and disability insurance, On-balance volume, On close, On open, On the opening, Pre-depreciation profit, Pre-tax profit margin, Payment date, Payment-in-kind security, Premium bond, Premium over bond value, Premium over conversion value, Price Value of a Basis Point, Payment for order flow, P&L, Price limit, Participating insurance, Periodic payment plan, Policy limit, Pre-existing conditions, Private Mortgage Insurance, Premium raid, Public company, Pooled fund, Prime rate fund, Publicly-traded fund, Pure index fund, Position limit, Premium income, Property tax, Pension fund, Pension plan, Plan asset, Plan sponsor, Preretirement survivor annuity, Prototype plan, Paid-in capital, Paid-in surplus, Pre-syndicate bid, Private company, Private Investment in Public Equity, Portfolio insurance, Progressive tax, Proportional tax, Qualified retirement plan, Qualifying annuity, Return on Capital, Return on Invested Capital, Return on Total Assets, Real Estate Mortgage Investment Conduit, Receive against payment, Receive versus payment, Regulation D, Regulation G, Regulation T, Regulation U, Regulated investment company, Regional fund, Registered Retirement Savings Plan, Reduced paid-up insurance, Replacement cost insurance, Red herring, Registered Company, Regulation A, Right to Know, Reverse-annuity mortgage, Roth IRA, Risk premium, Regressive tax, Return on Capital Employed, SG&A, Single-entry bookkeeping, Savings Association Insurance Fund, S&L, Stop payment, Sinking fund, Sell limit order, Stop-limit order, Single stock futures, Second-to-die insurance, Self insurance, Single-premium life insurance, Stock life insurance company, Survivorship insurance, Stock bonus plan, Stock option plan, Summary annual report, Severally but not jointly, Statutory investment, Single-payment loan, Standard payment calculation, Sector fund, Series fund, Socially responsible fund, Specialized fund, Specialty fund, Stock fund, Systematic investment plan, Single option, Savings Incentive Match Plan for Employees, SEP Plan, SIMPLE IRA, Simplified Employee Pension IRA, Single-employer plan, Single-life annuity, Single-Premium Deferred Annuity, Social Security Tax, Spousal IRA, Summary plan description, Sales tax, S Corporation, Self-employment tax, Separate tax returns, Short-term gain or loss, Single, Sin tax, Subchapter M, Subchapter S Corporation, Schedule C, Seek a market, S&P phenomenon, Tax anticipation note, Tax-exempt bond, Tax renevue anticipation note, T-Bill, Term to maturity, Take a position, Trailing P/E, Tax haven, Term insurance, Title insurance, Tax, Tax schedule, Trust company, Trust fund, Truth in Lending, Tax-free bond fund, Tax-managed fund, Tax lien, Tax roll, Title company, Transfer tax, Tax deferral, Tax-deferred, Top hat plan, 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, Umbrella liability insurance, Underfunded pension plan, UIT, Unit Investment Trust, Unified Tax Credit, Vanishing premium policy, Voluntary accumulation plan, Voluntary contribution, Variable ratio plan, Value Added Tax, World fund, Waiver of premium, W-2 Form, W formation, X or XD, Year-To-Date, Yield to call, Yield to maturity, Yield to worst, Y shares, Zero-investment portfolio