Financial Terms & Definitions

If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.

From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

Qualified Distribution

A distribution from a qualified retirement plan after age 59 1/2. Distributions of this sort will be penalty free, though ordinary income taxes will still apply for tax deferred accounts like traditional IRAs or 401(k) plans.

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