- Отрасли: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
El precio de un contrato de opción, determinado en el mercado competitivo, que el comprador de la opción paga al escritor de la opción por los derechos transmitidos por el contrato de opción.
Industry:Financial services
La capacidad de convertir a los activos en efectivo rápidamente y fácilmente.
Industry:Financial services
Opciones negocian en uno o más de los intercambios de opción. A diferencia del mostrador o las opciones en la guía, que deben ejercerse para tener algún valor, opciones enumeradas son completamente fungibles y tienen un mercado secundario activo en los mercados de opciones. Comerciantes la mayoría de las opciones enumeradas cerrar sus posiciones en este ejercicio antes de mercado secundario.
Industry:Financial services
A "tax-advantaged" account (similar to a traditional IRA) that is funded with annual, non-deductible, post-tax contributions and conversions (from traditional IRAs, but not company-sponsored retirement plans). The Roth IRA allows account holders to withdraw account contributions and earnings without incurring ordinary income tax or penalties, provided certain qualifying criteria are met.
'''Eligibility:'''
In order to open a Roth IRA, the account holder must receive earned income (including a non-working spouse) and possess a valid Social Security Number.
'''Roth Contribution Guidelines:'''
As with a traditional IRA, eligible individuals can contribute the lesser of $5,000 or 100% of compensation (for 2008). Married couples, filing jointly, are entitled to establish individual accounts, even if one spouse has little or no earned income. The maximum contribution to all account holders Roth IRAs each year is determined by earned income, tax-filing status, modified adjusted gross income (MAGI) and contributions, if any, to traditional IRAs for the year.
Full $5,000 contributions (for 2008) are allowed for:
*Single filers with a MAGI of $101,000 or less
*Married couples filing jointly with a MAGI of $159,000 or less
Partial contributions may be made when MAGI is between::
*$101,000 and $116,000 for individuals
*$159,000 and $169,000 if married filing a joint return
*$0 and $10,000 if married filing separately
No contributions can be made to a Roth IRA when MAGI is::
*$116,000 or more for individuals
*$169,000 or more if married filing joint return
*$10,000 or more if married filing separately
Note: To be eligible to contribute $5,000 to a Roth IRA, the client cannot make a current year contribution to a traditional IRA. Clients who are eligible for both a traditional IRA and a Roth IRA must coordinate their contributions between the two accounts. The maximum combined dollar amount an individual can contribute to both accounts for 2008 is $5,000 or the amount of their earned income, whichever is less.
'''Distribution Guidelines:'''
Clients taking "qualified distributions" from a Roth IRA will not be subject to ordinary income tax or the 10% early distribution penalty tax. Qualified distributions are distributions that meet both five year holding period requirements and are due to:
*Death
*Disability
*Attainment of age 59 ½
*The purchase of a first home ($10,000 lifetime limit)
There are no mandatory distribution requirements for Roth IRA clients during their lifetime; however, minimum distributions do apply to an account holder's beneficiaries.
Industry:Financial services
Una organización de clasificación estadística nacionalmente reconocido que clasifica la calidad de los valores según la calidad crediticia de los emisores.
Industry:Financial services
Una medida de la calidad y la seguridad de un bono, basado en la condición financiera del emisor. Más específicamente, una evaluación del servicio de calificación de Moody's Investor Services, Inc. que indique la probabilidad de que un emisor de deuda será capaz de satisfacer el interés programados y los reembolsos principales.
Industry:Financial services
La opinión emitida por Morningstar ®, un servicio de calificación de fondos de inversión de terceros. Para ver una explicación completa de los criterios de calificación, por favor visite, www.morningstar.com.
Industry:Financial services
Un índice basado en el sistema nacional Asociación de valores Dealers Automated citas (NASDAQ) que representa a muchas poblaciones domésticas sin receta médica.
Industry:Financial services
Generalmente un cuatro a seis número de dígitos que permite al usuario acceder a la cuenta de inversión.
Industry:Financial services
Fondo que concentra las inversiones en títulos de renta variable de las compañías japonesas.
Industry:Financial services
