Sentences with phrase «consider accumulating fund»

Consider accumulating fund for emergency or unforeseen contingencies.

Consider accumulating fund for emergency or unforeseen contingencies.

Not exact matches

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

As cash values accumulate in the policy, you also have the option to use these funds to pay the premiums; however, this is still considered a loan and the same factors exist.

If your financial house is in order and you've accumulated a healthy emergency fund and you are debt - free, another option to consider for you tax refund is to invest it.

(considering EPF as savings) 2 — Review your life insurance coverage requirement after your marriage 3 — If you use your cash reserve, start RD for 12 months and start accumulating emergency fund again.

Dear Veena, If you want to save some taxes + accumulate long term wealth, consider ELSS fund.

Dear Minal, Consider surrendering your ULIP and may move the ULIP accumulated fund amount to mutual funds.

As cash values accumulate in the policy, you also have the option to use these funds to pay the premiums; however, this is still considered a loan and the same factors exist.

You may consider setting STP from a liquid fund to an equity oriented balanced fund (s), may remain invested in a balanced fund for 5 to 6 years and then can gradually move your accumulated corpus to safer investment avenues, as you reach the target year.

For accumulating an emergency fund, kindly do not consider Equity funds, you may consider Liquid funds / Arbitrage funds (funds which have less risk profile).

If you can afford to take risk, you may consider investing a portion of your savings in a Balanced fund like HDFC Balance fund for next 2 years and then switch the accumulated fund value to safe bet like FD.

Between $ 5,000 and $ 30,000 If you've accumulated some savings and you're comfortable managing your own portfolio, consider TD's e-Series mutual funds.

For amounts less than $ 2,000, consider waiting and accumulating more to invest or else purchase a no - load mutual fund without any transaction fee.

One other point I should mention is that «switching» from the Money Market fund, once sufficient CESG grant has been accumulated in that fund, to an e-series fund is not considered a pre-authorized purchase, and a minimum purchase of $ 100 of a fund is required.

After we have accumulated 6 - 8 months worth of expenses in our Emergency Fund it is only then that we should consider about investing our money on other investment vehicles.

Dear SP, Accumulating a «Medical emergency fund» is also a good idea and necessary considering the rise in medical costs.

However many are considering buying term life insurance at a lower rate and invest the difference on high - growth products like stocks and mutual funds where the returns are much higher than what you get as accumulated cash value on your whole life insurance.

As cash values accumulate in the policy, you also have the option to use these funds to pay the premiums; however, this is still considered a loan and the same factors exist.

You may consider investing in PPF / Equity mutual funds to accumulate good corpus for her future.

If your investment objective is to accumulate wealth & also tax saving, consider ELSS funds.

If you have accumulated funds for your post-retirement period and would like to ensure a regular guaranteed income for rest of your life then you should consider investing in this pension scheme.

The portion of the retirement funds that accumulated during the marriage will be considered marital property.