Personal Finance - Investing Vocabulary

A defined contribution plan for employees of schools, non profit organizations and government rule

• 401K Plan

• 403B Plan

• Roth IRA

• IRA

A defined contribution plan for employees of companies that operate for a profit

• 401K Plan

• 403B Plan

• Roth IRA

• IRA

An IRA for which you can deduct your contributions each year from your taxable income

• Roth IRA

• Money Market Account

• Traditional IRA

• 401K Plan

A tax-deferred retirement plan available to small businesses

• Simplified Employee Pension

• Stock Market

• Mutual Fund

• Roth IRA

A type of IRA where contributions are taxed but earnings are not

• Traditional IRA

• Roth IRA

• Pension

• Social Security

A tax deferred retirement savings plan to self employed individuals and their employees

• Self-employed Pension

• Government Fund Savings Option

• Mutual Funds

• Keogh Plan

A retirement plan that allows individuals to set aside up to specified amount each year and delay paying tax on the earning until they begin withdrawing it at age 59 ½ or later

• IRA

• Savings Account

• Money market account

• Pension

A company sponsored retirement plan in which employees can receive a periodic or lump-sum payment based on their account balance and the performance of the investments in their account

• Defined Contribution Plan

• IRA

• Roth IRA

• 401k Plan

A company sponsored retirement plan in which retired employees receive a set monthly amount based on wages earned and number of years of service

• 401k Plan

• Pension

• Defined Benefit Plan

• IRA

Income from an investment paid in a series of regular payments made for a set number of years

• Dividends

• Annuity

• Mutual Funds

• 403b Plan