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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.

Simplified Employee Pension Plan (SEP IRA)

A qualified plan that allows an employer, including a self-employed employer, to contribute to both the employer and employee retirement accounts. The contribution percentages must be the same for both employer and employee. SEP IRAs are subject to required minimum distributions. This plan type allows the employer to avoid certain annual administrative burdens.

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