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Keogh Plans
Retirement plans for self-employed individuals and unincorporated businesses, allowing for tax-deferred savings.
Taxable
Subject to taxation by governmental authority, referring to income or financial transactions that can be taxed.
Investment Constraints
Refer to the various limitations set forth by an investor or an investment policy on the types of investments one can make, often influenced by factors such as risk tolerance, time horizon, liquidity needs, and legal or regulatory requirements.
Investment Assets
Assets purchased with the goal of generating income or appreciating in value, including stocks, bonds, and real estate.
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