Sentences with phrase «after the investment portion»

After the investment portion of the whole life policy reaches a certain threshold, the policy will essentially pay for itself and remain in effect forever.

Not exact matches

Some immediate annuities may in some circumstances refund a portion of your original investment to your beneficiary after your death.

While this might sound attractive initially, «if terms are not in place, the insurance company stops payments after your death, which could be a large portion of your initial investment,» said Office.

MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax - deferred return of capital and for any net operating gains as well as capital appreciation of its investments; this deferred tax liability is reflected in the daily NAV; and, as a result, the MLP fund's after - tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked.

With about 70 Lacs of my savings being planned for Equity investment for the next 3 yrs, I was hoping to reap the returns from the Equity MFs ie redeem the «gain portion» say after 3 years (year by year)..

If you've maxed out contributions to tax - advantaged accounts like 401 (k) s and IRAs, you can boost after - tax returns in taxable accounts by focusing on tax - efficient investments, such as index funds, ETFs and tax - managed funds, that minimize the portion of your return that goes to the IRS.

If you panicked after a couple of years of losses and sold your investment in 2002, you would have lost a large portion of the original $ 1,425.

After all, you'll want a portion of your portfolio in safe, reliable investments, rather than having 100 % in stocks.

Reinstatement Privilege If all or a part of an Account Owner's Class A Units in the Advisor Plan are redeemed in connection with a withdrawal or transfer, and the Account Owner purchased the Class A Units subject to an Initial Sales Charge or paid a CDSC on their redemption, the Account Owner may reinvest an amount equal to all or a portion of the redemption proceeds in Class A Units of the same Investment Portfolio or any other Investment Portfolio at the Net Unit Value, without the imposition of an Initial Sales Charge, next determined after receipt in good order of the contribution, provided that such reinvestment is made within one year of the withdrawal or transfer.

Hi Emily — The contribution portion is available penalty / tax free after five years, but any portion representing investment earnings is subject to both tax and penalty if taken prior to 59.5, even if you've been in the plan for five years.

For taxable years beginning after December 31, 2012, certain U.S. shareholders, including individuals and estates and trusts, will be subject to an additional 3.8 % Medicare tax on all or a portion of their «net investment income,» which should include dividends from the Fund and net gains from the disposition of shares of a Fund.

These work somewhat like nondeductible IRA contributions: they permit tax - deferred buildup of investment earnings, and they create basis in the account so that the portion of your subsequent withdrawals representing these after - tax dollars will not be taxed again.

The cost and return on investment are going to vary greatly on what market you are after and what portion of law you want to focus on.

After building his personal fortune through real estate investments and car sales, Gene Epstein has reserved a portion of his money to give to the first 250 hires.

After that, their cash value may fluctuate with interest rates or the earning power of the investments into which the savings portion of the policies is invested.

Investment or Savings Portion — Is put toward the savings / investment feature after the above costs have beeInvestment or Savings Portion — Is put toward the savings / investment feature after the above costs have beeinvestment feature after the above costs have been applied.

After a small portion of the premium is deducted for policy administration, fund management and allocation charges, the rest of it goes towards life insurance and investment in mutual funds, bonds or stocks.

If at all, I decides to invest a portion of my income in LIC investment plans, after investing in PPF / SSN / MF, which policy I should go?