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151	Frequently Asked Questions Individual Retirement Accounts What is an IRA? IRA stands for Individual Retirement Arrangement. An IRA is a taxed deferred vehicle used to set aside assets for retirement. What is the differen Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-08-22 15:07:59 Individual retirement account Traditional IRA Roth IRA SEP-IRA 401 Income tax in the United States Trust law IRS tax forms Provisional Irish Republican Army Individual Retirement Accounts Financial economics Finance
152	Cost Basis: Change Request Form Use this form to update the cost basis method on one or more of your BlackRock accounts. } You do not need to add a cost basis method to retirement accounts or any BlackRock CollegeAdvan Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-05-05 19:33:30 Inventory Cost basis Taxation in the United States Financial markets BlackRock Mutual fund Average cost method Short Financial economics Investment Finance
153	rethink your bonds Building Better Bond Portfolios Interest rates may inch up this year, but expect them to be low for some time to come. You can continue to achieve your fixed income goals in this environment by blendin Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2015-03-16 16:22:05 Funds Financial markets Bonds Exchange-traded funds IShares BlackRock Mutual fund Bond market Bond Financial economics Investment Finance
154	diversif ying fixed income Broadening the strategy base in a shifting l andscape FOR USE WITH INSTITUTIONAL AND PROFESSIONAL INVESTORS ONLY—PROPRIETARY AND CONFIDENTIAL The opinions expressed are as of May 22, 2014, an Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-08-07 11:39:24 United States housing bubble Bonds Fixed income market Structured finance High-yield debt Yield curve Hedge fund Asset allocation Corporate bond Financial economics Finance Investment
155	Frequently Asked Questions Inherited IRAs What is an Inherited IRA? An Inherited IRA is an account established under your name and Social Security number as the beneficiary of an Individual Retirement Account (IRA) when Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-02-25 11:27:14 Individual retirement account Roth IRA Traditional IRA Trust law SEP-IRA Custodial account Mutual fund Life insurance trust IRA Required Minimum Distributions Investment Financial economics Individual Retirement Accounts
156	Dividend Allocation Plan Use this form to allocate your dividend and/or capital gain distributions to another fund, to a special payee or to your checking or savings account. Send this application, along with any other Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-05-05 19:33:30 Business Legal entities Money Cheque Numismatics Dividend Bank Medallion signature guarantee Payment systems Finance Banking
157	IRA Transfer of Assets/ Direct Rollover Request Form Send this completed and signed application to: Use this form to request an IRA transfer of assets or a Direct Rollover from an existing retirement plan to your IRA at Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-05-05 19:33:30 Traditional IRA Roth IRA SEP-IRA Rollover SIMPLE IRA Certificate of deposit Bank Medallion signature guarantee Security Investment Individual Retirement Accounts Financial economics
158	Transfer on Death (“TOD”) Registration Form Use this form to add the “Transfer on Death” benefit to your individual or joint tenant (with Rights of Survivorship or by Entirety only) account(s). You may add up to Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-05-05 19:33:31 Inheritance Taxation in the United States Legal terms Common law Trust law Uniform Gifts to Minors Act Beneficiary Life insurance trust Probate Law Civil law Equity
159	Balance Income and Risk Building Better Income Portfolios Today’s income investors are being squeezed by low yields, more risks and rising taxes. It’s time to cast a wider net while carefully balancing the trade-offs Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2015-03-17 16:04:53 Funds Bonds Financial markets Exchange-traded funds IShares BlackRock Mutual fund High-yield debt Yield Financial economics Investment Finance
160	Systematic Exchange Plan A systematic exchange is a convenient way to invest a lump sum in one fund, and then allocate fixed dollar amounts automatically into other funds on a monthly, quarterly, semi-annual or annual ba Add to Reading List Source URL: www.blackrock.com Language: English - Date: 2014-05-05 19:33:30 Funds Banking Cheque Numismatics BlackRock Financial economics Investment Finance

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