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18 relations: Asset location, Baby boomers, Beneficiary, Government bond, Incentive, Income tax, Investment, Municipal bond, Pension, Pension fund, Pensioner, Retirement, Saving, Statute, Tax, Tax noncompliance, U.S. state, United States.
Asset location
Asset location (AL) is a term used in personal finance to refer to how investors distribute their investments across savings vehicles including taxable accounts, tax-exempt accounts (e.g., TFSA, Roth IRA, ISAs, TESSAs), tax-deferred accounts (e.g., Canadian RRSP, American 401(k) and IRAs, British SIPPs, Irish Personal Retirement Savings Accounts (RPSA), and German Riester pensions), trust accounts (e.g., grantor retainer annuity trusts, generation-skipping trusts, charitable remainder trusts, charitable lead trusts), variable life insurance policies, foundations, and onshore vs.
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Baby boomers
Baby Boomers (also known as Boomers) are the demographic cohort following the Silent Generation and preceding Generation X. There are varying timelines defining the start and the end of this cohort; demographers and researchers typically use birth years starting from the early- to mid-1940s and ending anywhere from 1960 to 1964.
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Beneficiary
A beneficiary (also, in trust law, cestui que use) in the broadest sense is a natural person or other legal entity who receives money or other benefits from a benefactor.
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Government bond
A government bond or sovereign bond is a bond issued by a national government, generally with a promise to pay periodic interest payments and to repay the face value on the maturity date.
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Incentive
An incentive is something that motivates an individual to perform an action.
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Income tax
An income tax is a tax imposed on individuals or entities (taxpayers) that varies with respective income or profits (taxable income).
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Investment
In general, to invest is to allocate money (or sometimes another resource, such as time) in the expectation of some benefit in the future – for example, investment in durable goods, in real estate by the service industry, in factories for manufacturing, in product development, and in research and development.
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Municipal bond
A municipal bond, commonly known as a Muni Bond, is a bond issued by a local government or territory, or one of their agencies.
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Pension
A pension is a fund into which a sum of money is added during an employee's employment years, and from which payments are drawn to support the person's retirement from work in the form of periodic payments.
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Pension fund
A pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income.
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Pensioner
A pensioner is a person who collects a pension, most commonly because of retirement from the workforce.
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Retirement
Retirement is the withdrawal from one's position or occupation or from one's active working life.
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Saving
Saving is income not spent, or deferred consumption.
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Statute
A statute is a formal written enactment of a legislative authority that governs a city, state, or country.
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Tax
A tax (from the Latin taxo) is a mandatory financial charge or some other type of levy imposed upon a taxpayer (an individual or other legal entity) by a governmental organization in order to fund various public expenditures.
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Tax noncompliance
Tax noncompliance is a range of activities that are unfavorable to a state's tax system.
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U.S. state
A state is a constituent political entity of the United States.
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United States
The United States of America (USA), commonly known as the United States (U.S.) or America, is a federal republic composed of 50 states, a federal district, five major self-governing territories, and various possessions.
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