Pop quiz: How many planning acronyms do you know?
April 24, 2017 3:23 PM
The wealth management space is a sea of acronyms.
We've assembled another series to study up on — from general investing terms to institutions and regulators, professional designations and equity and fund analysis.
Click through the slideshow to brush up on acronyms you may not know (or may have forgotten). Test yourself by considering category and hints before flipping to the answer on the next slide.
Clickhere, here and here for even more acronyms.
We've assembled another series to study up on — from general investing terms to institutions and regulators, professional designations and equity and fund analysis.
Click through the slideshow to brush up on acronyms you may not know (or may have forgotten). Test yourself by considering category and hints before flipping to the answer on the next slide.
Click
Hint: A type of mutual fund offering.
Hint: Revenue paid to a brokerage firm when a product is sold for commissions.
Hint: An optional benefit that can be embedded into a variable annuity.
Hint: An independent agency of the U.S. government tasked with regulating futures and option markets.
Hint: This recalculates income after adding certain tax preferences back into adjusted gross income.
Hints: A trust for estate planning purposes that can help clients seeking to reduce their estate tax liability.
Hint: Opening one of these accounts allows the beneficiary to claim the assets immediately upon your death without passing through probate.
Hint: When a person is first entitled to full social security benefits.
Hint: A professional whose expertise is handling the financial issues of divorce.
Hint: A measure of revenue generated per unit.
