C Capital Appreciation Fund An investment fund that seeks growth in share prices by investing primarily in stocks whose share prices are expected to rise..Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . Exchange. A method of exchanging insurance relatedets without triggering a taxable event. Cash .Trust Tax Rates apply to all income ac.ulated in either a simple trust or a complex trust. See table for the rates which apply to an estate or a trust..THE VARIOUS TYPES OF ANNUITIES. The available annuity products vary in terms of how money is paid into the annuity contract, how money is withdrawn, and how the funds are invested..
You can use an immediate annuity rate to compare one immediate annuity to another, but because of the partial return of principle with each payment, the return is not directly comparable to the pure interest return provided by other investments.. Calculating an annuity return is done by determining its internal rate of return IRR . The IRR is a mathematical calculation which looks at the inflows and outflows of money over time and calculates an investment return that would be needed to precisely allow the inflows to grow and match the outflows..