October 2020
Beginner
384 pages
10h 26m
English
Content preview from Rattiner's Secrets of Financial Planning
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Index
- 529 plans (Qualified Tuition Programs), 325–6
- A
- Above-the-line deductions, items, 205–6
- Accelerated deductions, 226
- Accountability, importance, 39–40
- Accrual basis, cash basis (contrast), 232
- Accumulation fund, 134
- Accumulation stage, 244–5
- Active income, 232
- Active participant, definition, 258
- Active participation, 234
- Activities of daily living (ADLs), performing, 145–6
- Actual cash value (ACV), 152, 155
- Actual deferral percentage (ADP) special nondiscrimination tests, 257
- Additional insurance rider (AIR), 142
- Adjustable rate mortgage (ARM), 121
- Adjusted basis (AB), 223
- Adjusted gross estate (AGE), 319, 336
- Adjusted gross income (AGI), 206, 258
- Adjusted taxable gift, 131, 298, 302
- Adoption credit, 210
- Adult day care, LTC coverage, 147
- Affordable Care Act (ACA), 144
- After-tax employee contributions, 257
- Age-based plan, alternative, 257
- Age-based profit sharing, 245
- plan, 255–6
- Age-weighted money purchase plan, 252
- Alimony, 330
- pre-2019 alimony deductible criteria, 330
- Alpha (α), 177, 183–4
- Alternate valuation date (AVD), 317
- Alternative minimum tax (AMT), 335
- American opportunity tax credit, 209
- Ancillary probate, 289
- Annual compensation limit, 247
- Annually renewable term (ART) insurance, 131–2
- Annuities
- Anthony, Mitch, 23, 42–3
- Articles, writing, 57
- Artificial intelligence (AI)
- impact, ...
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