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Wealth Management Glossary

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Income
Current TermIncome Balance
Income In Respect Of A Decedent (IRD)
Income Portfolio
Income Stock
Index
Index Fund
Individual Retirement Account (IRA)
Individual Retirement Account Rollover
Individual Retirement Account Transfer
Initial Public Offering (IPO)
Institutional Shares
Intangible Property
Interest
Intestate
Invasion Of A Trust
Investment Advisory Fee
Investment Banker
Investment Grade Bonds
Investment Management Account
Irrevocable Trust
Income Balance
The net (remainder of) income receipts and disbursements to date. This is also the cash position held in "income" on a specific date.

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