Tag: personal
Palisades Water Index
DefinitionThe Palisades Water Index is a modified equal-dollar weighted stock market index. It is designed to track the performance of companies engaged in the...
Passive Activity
What is 'Passive Activity' Passive activity is activity in which the taxpayer did not materially participate in during the tax year. Internal...
Partial Release
What is 'Partial Release' A mortgage provision allowing some of the pledged collateral to be released from the mortgage contract if certain...
Parsonage Allowance
Did you know that you could receive a parsonage allowance? A parsonage allowance is a tax-free housing allowance given to ministers, priests, and rabbis....
Paraplanning
What is 'Paraplanning' A relatively new position within the financial planning industry that involves the performance of the administrative duties of a...
Handle
What is a 'Handle' A handle is the whole number part of a price quote. In a quote the handle could be...
Qualified Trust
What is 'Qualified Trust' A tax-advantaged fiduciary relationship between an employer and an employee in the form of a stock bonus, pension,...
Quiet Filing
What is 'Quiet Filing' The name given to an IPO filing where important details are intentionally excluded. Sent to the SEC in...
Qualified Annuity
When most people think about retirement planning, the first thing that comes to mind is saving for their golden years. But what about investing...
Qualified Disclaimer
What is 'Qualified Disclaimer' A refusal to accept property that meets with provisions set forth in the Internal Revenue Code Tax Reform...