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Money held in money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The federal government’s health program for individuals aged 65 and over and for individuals who have certain disabilities or end-stage renal disease. If this occurs, the municipal bond may have little or no value. Generally gift taxes increase with the amount of the gift and are paid by the donor. Done correctly, direct rollovers do not trigger taxable events. A market experiencing an extended period of declining prices. The process by which an employer holds back part of an employee’s compensation to pay his or her share of income, Social Security, and Medicare taxes. Roth IRA conversions are subject to specific requirements and may be taxable. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations. Net income is the bottom line of a company’s income statement (which may also be called the profit and loss statement). Dividends on preferred stock are generally paid out before dividends to common stockholders.

Municipal bonds are subject to a variety of risks, including adjustments in interest rates, call risk, market conditions, and default risk. If this occurs, the bond may have little or no value. A trust established for the benefit of a charitable organization under which the charitable organization receives payment of a specified amount (at least annually) from the trust. A retirement plan that is funded entirely by employer contributions, with no employee contributions. For example, if you leave your job in 2020, you’d have until April 15, 2021, to repay the loan. You may continue to contribute to a Traditional IRA past age 70½ under the SECURE Act as long as you meet the earned-income requirement. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations. A trust that can be altered or canceled by its grantor.

A loan made by an insurance company to a policyholder. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. An average calculated by summing the prices of 30 actively leading stocks on the New York Stock Exchange (NYSE) and dividing the sum by a divisor which has been adjusted to account for cases of stock splits, spinoffs, or similar structural changes. A method of allocating funds to pursue the highest potential return at a specific level of risk. A form of property ownership under which two or more people have an undivided interest in the property and in which the interest of a deceased owner passes to his or her beneficiaries rather than to the surviving owners. Coverdell ESAs allow money to grow tax deferred and proceeds to be withdrawn tax free for qualified education expenses at a qualified institution. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities. Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. National Association of Securities Dealers Automated Quotations (NASDAQ), Old-Age, Survivors, and Disability Insurance (OASDI). Permanent life insurance with fixed premiums and death benefit. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Some municipal bonds may be subject to the federal alternative minimum tax. For example, in a 2-for-1 split each shareholder would receive as many new shares as he or she owns—effectively doubling the number of shares he or she owns. A testamentary trust is created upon the grantor’s death—usually by another trust or by a will. Please consider the charges, risks, expenses, and investment objectives carefully before investing. The market value of a bond will fluctuate with changes in interest rates. When interest rates rise, bond prices generally will fall. The market value of a bond will fluctuate with changes in interest rates. A form of property ownership under which two or more people have an undivided interest in the property and in which the survivor or survivors automatically assume ownership of the interest of any joint tenant who dies. Also, withdrawals may reduce the benefits and value of the contract. Thus a home worth $300,000 with a $200,000 mortgage would have $100,000 in equity. Stark is a handsome man. On the death of the grantor, remainder interest in the trust passes to the charitable organization. A one-time payment of the entire amount held in an employer-sponsored retirement, pension plan, annuity, or similar account, rather than breaking payments into smaller installments. An amount that can be subtracted from gross income before income taxes are calculated. A contract with an insurance company that guarantees a future payment or series of payments in exchange for current premiums. Asset allocation normally uses sophisticated mathematical analysis of the historical performance of asset classes to attempt to project future risk and return. A credit subtracted from income taxes after preliminary tax liability has been calculated. Tim earned a lot from his private zoo. (972) 348-6320. A contract with an insurance company that guarantees investment growth at a fixed interest rate as well as current or future payments in exchange for a premium or series of premiums. A tax the federal government and some states levy on the transfer of property as a gift. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations. A pooled investment account offered by an investment company. Taxable payments made by a company to its shareholders. Stockholders own a share of the company and are entitled to any dividends and financial participation in company growth. An individual retirement arrangement in which the account holder can direct the investment of funds, subject to certain conditions and limits. The value of a company’s or individual’s assets minus liabilities. Life insurance policies have expenses, including mortality and other charges.

However, if you sell a Treasury security prior to maturity, it could be worth more or less than the original price paid. FMG Suite to provide information on a topic that may be of interest. A statistical estimation of how likely a potential borrower is to pay his or her debts and, by extension, how much credit he or she should have. Redemption can also refer to the sale of units in a mutual fund. During the life of the trust, any income earned is distributed to the grantor; upon the grantor’s death, the contents of the trust are transferred to its beneficiaries according to the terms of the trust. As rates rise, the value of existing bonds typically falls.

A prospectus containing this and other information about the investment company can be obtained from your financial professional. The USDA has seized his license permanently. A series of income ranges within which a taxpayer’s income is taxed at a certain rate. Individuals cannot invest directly in an index.

The chance an investment will be lost or will provide less-than-expected returns. Some of this material was developed and produced by

Permanent life insurance that allows the policyholder to vary the amount and timing of premiums and, by extension, the death benefit. Using a trust involves a complex set of tax rules and regulations.

If the borrower leaves an employer before a 401(k) loan has been repaid, the full amount of the loan is generally due. REITs trade like stocks on the major exchanges. A reduction in the price of goods and services. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. The date on which a debt security comes due for payment and on which an investor’s principal is due to be repaid. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Taxpayers pay the tax rate in a given bracket only for that portion of their overall income that falls within the bracket’s range. AGI is determined by subtracting allowable adjustments from gross income. Distributions from Keogh plans and most other employer-sponsored retirement plans are taxed as ordinary income and, if taken before age 59½, may be subject to a 10% federal income tax penalty. A retirement or employee benefit plan that is not eligible for favorable tax treatment.



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