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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