Assets marketing and plannin Flashcards
systems, institutions that engage in exchange
Markets
evalutation of individuals current pay and future financial state using current variables known to predict the future income /plans
Planning
type of financial institution that accepts deposits offers checking acct services makes business and personal mortgage loans, all to help
Commercial banks
an institution that accepts savings at interest and lends money to savers for home mortgage loans and may offer acts
Savings and loans
financail institution that is run and owned by day its members — pool their deposits and provide loans and other financial services to eachothet
Credit unions
a way to save for retirement that gives you tax advantages
Traditional IRA
contributions are not tax deductible earnings are never taxed even after withdraw
Roth IRA
offers employees the ability to save for retirement through payroll deductions that are sometimes matched by employers
401K and 403B