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  2. Credit Support Annex - Wikipedia

    en.wikipedia.org/wiki/Credit_Support_Annex

    To distinguish between the Schedule to the Master Agreement and the Credit Support Annex, the schedules are numbered as Parts and CSA are numbered as Paragraphs. To customise the requirements of an OTC Transaction, the clauses which are required are added as Paragraph 11 (for London Agreements) and as Paragraph 13 (for New York Agreements).

  3. Net capital rule - Wikipedia

    en.wikipedia.org/wiki/Net_capital_rule

    In connection with an investigation into the SEC's role in the collapse of Bear Stearns, in late September, 2008, the SEC's Division of Trading and Markets responded to an early formulation of this position by maintaining (1) it confuses leverage at the Bear Stearns holding company, which was never regulated by the net capital rule, with leverage at the broker-dealer subsidiaries covered by ...

  4. Alternative minimum tax - Wikipedia

    en.wikipedia.org/wiki/Alternative_minimum_tax

    Each year, high-income taxpayers must calculate and then pay the greater of an alternative minimum tax (AMT) or regular tax. [9] The alternative minimum taxable income (AMTI) is calculated by taking the taxpayer's regular income and adding on disallowed credits and deductions such as the bargain element from incentive stock options, state and local tax deduction, foreign tax credits, and ...

  5. Equity-indexed annuity - Wikipedia

    en.wikipedia.org/wiki/Equity-indexed_annuity

    The indexed annuity is virtually identical to a fixed annuity except in the way interest is calculated. As an example, consider a $100,000 fixed annuity that credits a 4% annual effective interest rate. The owner receives an interest credit of $4,000. However, in an equity-indexed annuity, the interest credit is linked to the equity markets ...

  6. Is credit card interest tax-deductible? - AOL

    www.aol.com/finance/credit-card-interest-tax...

    Key takeaways. Credit card interest is not tax-deductible for personal expenses. The government stopped allowing a tax deduction for credit card interest in the 1980s.

  7. Mortgage Credit Certificate - Wikipedia

    en.wikipedia.org/wiki/Mortgage_Credit_Certificate

    Mortgage Interest Paid (1st Year): $11,933; x MCC Credit: 30% = Total Credit: $3579; Because the total credit in this example exceeds the IRS limit of $2000, the homebuyer would report a $2000 credit on their tax return. The buyer may continue to receive a tax credit for as long as they live in the home and retain the mortgage.

  8. EV Tax Credits: What’s New and Who Qualifies? - AOL

    www.aol.com/ev-tax-credits-qualifies-160845950.html

    Generally, you can either get a partial credit of $3,750 for a new electric vehicle purchase, the full $7,500 credit or $4,000 for a used EV tax credit. It’s a one-time credit, meaning you can ...

  9. What is an interest-only mortgage and how does it work? - AOL

    www.aol.com/finance/interest-only-mortgage-does...

    An interest-only mortgage is a home loan that allows borrowers to make interest-only payments for a set amount of time, typically between seven and 10 years, at the start of a 30-year term.