Accumulation and maintenance trust

 

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Accumulation and maintenance trust

A tax-efficient trust, used to pass assets to your children while still retaining some control of those assets.



Similar Matches

Voluntary accumulation plan

Voluntary accumulation plan

Arrangement allowing shareholders of a mutual fund to purchase shares over a period of time on a regular basis, and in so doing take advantage of dollar cost averaging.


Accumulation

Accumulation

The acquisition of an increasing quantity of something. The accumulation of factors, especially capital, is a primary mechanism for economic growth.


Accumulation

Accumulation

In the context of corporate finance, refers to profits that are added to the capital base of the company rather than paid out as dividends. See: Accumulated profits tax. In the context of investments, refers to the purchase by an institutional broker of a large number of shares over a period of time in order to avoid pushing the price of that share up. In the context of mutual funds, refers to the regular investing of a fixed amount while reinvesting dividends and capital gains.


Accumulation area

Accumulation area

A price range within which a buyer accumulates shares of a stock. See: On-balance volume and distribution area.


Factor accumulation

Factor accumulation

An increase in the quantity of a factor, usually capital or sometimes human capital.


Further Suggestions

Excess accumulation
accumulation units
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