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.

Required Minimum Distribution (RMD)

A minimum withdrawal that must be made from a qualified retirement plan. IRS rules dictate the timing of such withdrawals, which are based on birth year. The distribution amount is calculated according to tables set by the IRS, with withdrawal percentages increasing each year.

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