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IntroductionMarket Abbreviations Stock Market Statistics Thinking about Your Financial Future Search for Advisors Financial Calculators Financial Media Federal Agencies and Programs

Investment PortfoliosModern Portfolio Theories Investment Strategy Practical Portfolio Management Info Diversification Ratings Activities Abroad Trading Markets

Investment Terminology and InstrumentsBasics Investment Terminology Trading Bonds Mutual Funds Exchange Traded Funds (ETF)Stocks Annuities

Technical Analysis and TradingAnalysis Basics Technical Indicators Trading Models Patterns Trading Options Trading Forex Trading Commodities Speculative Investments

Cryptocurrencies and BlockchainBlockchain Bitcoin Ethereum Litecoin Ripple Taxes and Regulation

RetirementSocial Security Benefits Long-Term Care Insurance General Retirement Info Health Insurance Medicare and Medicaid Life Insurance Wills and Trusts

Retirement Accounts401(k) and 403(b) Plans Individual Retirement Accounts (IRA)SEP and SIMPLE IRAs Keogh Plans Money Purchase/Profit Sharing Plans Self-Employed 401(k)s and 457s Pension Plan Rules Cash-Balance Plans Thrift Savings Plans and 529 Plans and ESA

Personal FinancePersonal Banking Personal Debt Home Related Tax Forms Small Business Income Investments IRS Rules and Publications Personal Life Mortgage

Corporate BasicsBasics Corporate Structure Corporate Fundamentals Corporate Debt Risks Economics Corporate Accounting Dividends Earnings

What is an Accounting Period?

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Keywords: accounting, Generally Accepted Accounting Principles (GAAP), IFRS, quarterly review, IRS, business financial reports, fiscal year, 52-53 week year, 4-4-5 calendar, 13-week quarter,

What if My Life Insurance Doesn’t Pay the Death Benefit to My Survivors?

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Keywords: insurance, estate planning, contestability period, suicide clause,

What is Medicare Part C?

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Keywords: insurance, social security, medical expenses, election period, Disenrollment Period, Dental and Vision coverage, HMO, PPO,

What are the Different Types of Annuities?

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Keywords: annuities, insurance, lifetime income, variable annuities, fixed annuities, indexed annuities, period income annuities, SPIA, deferred annuities, joint-life annuities,

What is the “Life with Period Certain” Option?

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Keywords: taxation, annuities, insurance, retirement accounts, years certain, life with cash refund, life with period certain,

What are Periodic Distributions from a 401(k)?

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Keywords: taxation, retirement accounts, vesting, age 70 ½, lump sum payment, non-periodic payments, lump sum distributions, withholding,

What is a Bank Statement?

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Keywords: accrual accounting, cash basis, bank account, bank reconciliation statement, accounting period, balance,

What is an Account Balance?

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Keywords: savings, credit, in the black, in the red, checking account, personal accounts, business ledger accounts, current account, debit,

What is an Account Number?

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Keywords: security, banking, identity theft, account holder, checking account, personal accounts, bank account,

What is Accounts Payable for Accounting?

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Keywords: accounting, utilities, accounts payable, current liabilities, suppliers, bills,

What is Accounts Receivable for Accounting?

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Keywords: accounting, financing, invoices, general ledger, accounting records,

What is secondary market?

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Keywords: secondary market, primary market, Initial Public Offering (IPO), waiting period, outstanding shares,

If I Want to Establish a SIMPLE IRA, Do I Have to Establish One for All Employees of My Business?

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Keywords: taxation, retirement accounts, elections, employee benefits, summary plan description, election period, eligibility requirements, SPD,

What Payout Options Do I Have?

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Keywords: taxation, annuities, retirement accounts, lump sum, lifetime income, joint-life annuities, last-in first-out (LIFO), non-periodic withdrawals, asset preservation, asset protection,

What is Account Reconcilement?

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Keywords: accounting, fraud, trial balance, general ledger, subsidiary ledger, line-item,

What is the “Period Income” Option on Annuities?

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Keywords: taxation, annuities, insurance, retirement accounts, creditor protection, liens, lawsuits,

What is a Life Estate?

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Keywords: estate planning, Medicaid, life tenant, Medicaid look-back period, remainder owner,

What is Account History?

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Keywords: banking, accounting, general ledger, transaction history, investment accounts, activity ledger, audit,

What is a Lifetime Payout Annuity?

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Keywords: annuities, retirement income, life annuity, joint-life annuities, life with period certain, life only annuity,

What are Accounts Payable?

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Keywords: balance sheet, accounts payable, current liabilities,

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