Sentences with phrase «account owners assume»

Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Not exact matches

You can only assume the IRA if you're the account owner's surviving spouse and you're the IRA's only beneficiary.

Assume that existing Kindle 2 owners are accounted in these numbers without us having to make special accomodations for them.

But even though the I.R.S. assumes the plan will make monthly payments in retirement, which is why it allows people to save so much over a short period of time, owners shut down most of these plans and roll the money in them to a regular retirement account, said Mr. Goldblatt, whose firm advised Mr. Rogers.

Successor Account Owner The person who will automatically assume control of the account if the Account Owner should die while the account iAccount Owner The person who will automatically assume control of the account if the Account Owner should die while the account iaccount if the Account Owner should die while the account iAccount Owner should die while the account iaccount is open.

If you assume, for example, that the account owner faces a 35 % marginal tax rate while the beneficiary pays tax at a 15 % rate, then the traditional IRA plus taxable account beats the Roth by a somewhat wider margin of almost 3 %, or $ 349,000 vs. $ 340,000.

So, for example, if you take the same scenario described above but assume the beneficiary is in a lower tax bracket — say, 15 % for the beneficiary vs. 28 % for the account owner — the traditional IRA plus taxable account comes out slightly ahead of the Roth, albeit the margin is small, about 1 %, or $ 344,000 vs. $ 340,000.

Loan Assumptions: ● Conforming loan Annual Percentage Rate calculations assume a fully documented loan amount of $ 300,000 on an acceptable owner - occupied detached single family residence (SFR) with a loan - to - value ratio of less than 80 % and an impound account for taxes and insurance.

You can only assume the IRA if you're the account owner's surviving spouse and you're the IRA's only beneficiary.

That said, assuming that the Tweet enjoys copyright protection, the owner will be the author: presumably the owner of the Twitter account.