Index
- 401(k)
- 529 College Savings Plans
- Active listening
- Active management
- Advance directives
- Affect Heuristics
- Affordable Care Act. See Patient Protection and Affordable Care Act
- Aging clients. See also Care giving
- advance directives
- aging in place
- caregiving concerns
- cognitive impairment
- conversations needed
- decision-making capacity
- demographics
- elder abuse
- health
- housing
- professional practice considerations
- relationship connections
- resources for
- risk capacity
- stages of retirement
- working after retirement
- AICPA (American Institute of CPAs)
- Alimony payments
- Alpha
- Alternative investments:
- connections diagram
- In Class
- In Practice
- investment strategies
- professional practice capabilities
- Alternative minimum tax (AMT):
- connections diagram
- In Class
- In Practice
- learning objectives
- professional practice capabilities
- Alternative minimum taxable income (AMTI)
- Alzheimer's disease
- American Opportunity Tax Credit (AOTC)
- American Taxpayer Relief Act (2012)
- AMT. See Alternative minimum tax
- Anchoring Effect
- Annual percentage rate (APR)
- Annuities:
- annuities due
- behavioral finance
- charitable lead annuity trust
- connections diagram
- contract options
- exclusion ratio
- fees and charges
- future values
- implementing
- In Class
- In Practice
- learning objectives
- life expectancy
- life insurance versus
- loss aversion and
- ordinary annuities
- present values
- private annuities
- professional practice capabilities
- retirement planning
- surrender charges
- taxes
- Arbitrage
- Arithmetic mean
- Assessment. See Self-assessment ...
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