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Note: Boldface numbers indicate illustrations.

A shares, mutual funds, 74–76, 78 activity in accounts, 7 adjusted gross income (AGI), taxes and, 180–182 after-tax returns on mutual funds, 90 aggressive growth mutual funds, 79 American Depository Receipts (ADR), 57–59 American Stock Exchange (AMEX), 53–54 annually renewable term life insurance, 200–201 annuitant, 94 annuities, 29–31, 51, 93–106

annuitant in, 94 beneficiaries of, 94, 101–103 benefits of, 105–106 combination plans for, 99 deferred type, 95–96 distribution phase in, 97 entity-held vs. individual persons, 104 equity indexed (EIA), 99–101

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exchanges of, 103 fees for, expense charges, 104 fixed, 97–98 flexible-premium, 96 immediate type, 95 life insurance vs., 93–106 loans and withdrawals from, 103 owner of, 94 phases of, 96–97 premium in, 94 roll-up death benefit in, 103 single-premium, 96 split-funded, 96 surrender charges for, 104–105, 105 tax-deferred investments in, 31–35 taxes and, 94–95, 105–106, 174–175 variable, 98–99 asking questions, 6 asset allocation, 21–35 capital gains and, 28–29

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