Finance terms starting with 0-9

13 terms

  1. 10-k The Securities and Exchange Commission (SEC) requires that all publicly traded companies file a Form 10-k every year.
  2. 12b-1 fee A number of load and no-load mutual funds levy 12b-1 fees on the value of your mutual fund account to offset the fund's promotional and marketing expenses.
  3. 2 to 4 Family Residence A residential building (excluding hotels and motels with normal room rentals for less than 6 months' duration) containing no more than four dwelling units.
  4. 401 (k) plan An employer-sponsored retirement plan that permits employees to divert part of their pay into the plan and avoid current taxes on that income.
  5. 401(k) You participate in a 401(k) retirement savings plan by deferring part of your salary into an account set up in your name.
  6. 401(k) Savings Plan and 457 Savings Plan Tax-deferred savings plans, both of which are offered under the South Carolina Deferred Compensation Program .
  7. 403(b) A 403(b) plan, sometimes known as a tax-sheltered annuity (TSA) or a tax-deferred annuity (TDA), is an employer sponsored retirement savings plan for…
  8. 403(b) Plan An arrangement in which an employee places pre-tax earnings into a tax deferred retirement account that a state or local government employer or non-profit…
  9. 457 These tax-deferred retirement savings plans are available to state and municipal employees.
  10. 529 college savings plan Each 529 college savings plan is sponsored by a particular state or group of states, and while each plan is a little different, they share many basic…
  11. 529 Plan (Prepaid Tuition Plan) An education savings account or plan operated by a state or educational institution designed to help families accrue funds for future college costs.
  12. 529 prepaid tuition plan With a prepaid tuition plan, you purchase tuition credits at current rates to be used at some point in the future when your beneficiary attends one of the…
  13. 8-k The Securities and Exchange Commission (SEC) requires that all publicly traded companies use Form 8-k to report anything that could have a significant…