1-3 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Umbrella: A type of insurance that provides extra protection once your assets exceed $200,000.
Underwriter: A bank or investment firm that buys securities from a company and re-sells it to investors.
Unearned Income: Money received for which no exchange was made, usually as a gift or donation.
Uniform Gifts to Minors Act: Legislation that allows a tax-effective manner of transferring property to minors without establishing a trust.
Uniform Transfers to Minors Act: Similar to the Uniform Gifts to Minors Act, however it expands the definition of gifts to include real estate, paintings, royalties, and patents.
Universal life: A permanent life insurance policy with flexible premiums and death benefit.
Unrealized Capital Gain: An increase in the value of a stock or other security that is has not been sold for a gain.