Sentences with phrase «deferred tax assets as»

Deferred tax assets as a part of Statutory Capital — again, I would have to look at the Statutory books to know for sure.

In addition, as of December 31, 2007, 2008 and September 30, 2009, we had recorded a full valuation allowance on our United States net deferred tax assets as at this point we believe it is more likely than not that we will not achieve profitability and accordingly be able to use our deferred tax assets in the foreseeable future.

* QTRLY NET INCOME AND FFO INCLUDED A $ 14.5 MILLION RE-VALUATION REDUCTION OF A DEFERRED TAX ASSET AS A RESULT OF TAX ACT

Not exact matches

The recognition of a one - time deferred tax asset relating to SES - 16 / GovSat - 1, which entered into service in March 2018, was the principal reason for the positive income tax contribution of EUR 10.1 million (Q1 2017: EUR 27.7 million expense), as well as the increase in non-controlling interests to EUR 14.8 million (Q1 2017: EUR 0.9 million).

Several of Canada's biggest lenders have indicated they expect to record a write down to reduce the value of deferred tax assets already held on company balance sheets as a result of tax changes under U.S. President Donald Trump, but expect a lift to earnings in the long term.

If you happened to purchase your annuity inside of an individual retirement account or Roth IRA and have no surrender charge, you can transfer the entire balance to another IRA as a trustee - to - trustee transfer, just as you would with any other IRA asset, deferring the tax.

First - quarter results, however, will be impacted by one - time writedowns as the banks reduce the value net deferred tax assets already held on company balance sheets.

As Stuart mentioned, we reversed $ 403 million of our deferred tax asset valuation allowance in the second quarter of 2012.

If so, did you know that in many cases, leaving tax - deferred assets, such as IRA funds or annuities, to charity will relieve non-charitable beneficiaries of tax liability?

The amount of deferred tax assets considered realizable in future periods may change as management continues to reassess the underlying factors it uses in estimating future taxable income.

Due to the history of losses the Company has generated in the past, the Company believed as of December 31, 2014 that it is more likely than not that its deferred tax assets would not be realized.

Deferred tax assets relate primarily to net operating losses acquired as part of certain acquisitions.

JPMorgan reported a net $ 2.4 billion charge, made up of the impact of repatriation of overseas earnings and adjustments to tax - oriented investments such as affordable housing and energy, but also offset partly by a revaluation of the firm's deferred tax liabilities rather than assets as at other firms.

The sale price also should give the bank an opportunity to tap into its $ 50 billion or so of deferred tax assets accumulated from losses during and after the crisis, and which can be used as long as U.S. - based businesses turn a profit.

You can always take out more than the RMD amount if you need to; however, it's usually advisable to leave the assets you don't immediately need in the Inherited IRA, to take advantage of as much tax - deferred growth as possible.

High - return assets that produce a substantial amount of their return through taxable income, on the other hand, should be primarily held in tax - deferred accounts such as IRAs and 401 (k) s.

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.

In the six months ended March 31, 2018, as a result of the U.S. Tax Cuts and Jobs Act, Post recorded a $ 265.3 million one - time income tax net benefit which included (i) a $ 272.4 million benefit related to an estimate of the remeasurement of Post's existing deferred tax assets and liabilities considering both the expected fiscal year 2018 blended U.S. federal income corporate tax rate of approximately 24.5 % and a 21 % rate for subsequent fiscal years and (ii) a $ 7.1 million expense related to an estimate of the transition tax on unrepatriated foreign earninTax Cuts and Jobs Act, Post recorded a $ 265.3 million one - time income tax net benefit which included (i) a $ 272.4 million benefit related to an estimate of the remeasurement of Post's existing deferred tax assets and liabilities considering both the expected fiscal year 2018 blended U.S. federal income corporate tax rate of approximately 24.5 % and a 21 % rate for subsequent fiscal years and (ii) a $ 7.1 million expense related to an estimate of the transition tax on unrepatriated foreign earnintax net benefit which included (i) a $ 272.4 million benefit related to an estimate of the remeasurement of Post's existing deferred tax assets and liabilities considering both the expected fiscal year 2018 blended U.S. federal income corporate tax rate of approximately 24.5 % and a 21 % rate for subsequent fiscal years and (ii) a $ 7.1 million expense related to an estimate of the transition tax on unrepatriated foreign earnintax assets and liabilities considering both the expected fiscal year 2018 blended U.S. federal income corporate tax rate of approximately 24.5 % and a 21 % rate for subsequent fiscal years and (ii) a $ 7.1 million expense related to an estimate of the transition tax on unrepatriated foreign earnintax rate of approximately 24.5 % and a 21 % rate for subsequent fiscal years and (ii) a $ 7.1 million expense related to an estimate of the transition tax on unrepatriated foreign earnintax on unrepatriated foreign earnings.

Variable annuities provide the potential to grow your assets and defer paying taxes on the earnings until you withdraw them as income.1 A diverse menu of professionally managed investment choices allows you to invest your contract value in a way that reflects your goals, time horizon, and risk tolerance.

The researchers classify possession of virtual currency depending on its purposes either as inventory, intangible fixed assets or deferred assets, and try to explain accounting processing and income tax treatment of the virtual currency in accordance with these classifications.

Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.

Your advisor should work with you at your level of risk tolerance and know to allocate your assets in taxable or tax - deferred accounts as the time arises.

Response to Nick RMDs apply only to IRAs and 401 (k) s.Retirement assets such as Roth IRAs, plus any other asset held for retirement (real estate, stocks, bonds, collectibles) are not subject to RMDs unless they are held in a tax - deferred retirement account.They are, however, available for drawdown.

One strategy being used by savvy investors is to shift your investment strategy towards assets that provide more tax - efficiency and control, such as fixed, traditional, or indexed deferred annuities.

But as someone who works in the financial field, what I often see that occurs is that the bulk of people's retirement money and ultimately their estate is in tax - deferred accounts (Traditional IRA, SEP IRA, 401 (k), etc.) While the tax - deferred status of these accounts may allow these assets to grow more rapidly than other funds you might own and you get a deduction upfront, it can actually become problematic.

Your 529 assets grow deferred from federal and state income taxes as long as the money remains in the plan.

Rather, the policy acts as a forced savings plan that accumulates money in a tax deferred account that you can THEN use to invest with, as you purchase other income producing assets, at the same time as earning interest and dividends on the cash value in your policy!

Also, as JLP pointed out, you will be forced to make minimum withdrawals on your tax - deferred assets when you're in your 70's.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

Deferred income held as cash will be immediately taxed at a 15.5 % tax rate; real estate and other nonliquid assets will be taxed at 8 %.

(Below, we will discuss why we have chosen to place your Roth retirement assets before your traditional tax - deferred retirement assets, as you move up this line.)

Did you know that having more than one kind of asset, such as a tax - deferred retirement account, can help diversify your taxes?

Finally, mark 70 % to 100 % as your traditional tax - deferred retirement assets.

The basic tenants of the framework go as follows: For retirees who hold the majority of their assets in tax - deferred accounts, assets can fairly easily be turned into income by setting up an automatic withdrawal plan from their current holdings or purchasing an investment that is specifically designed to provide regular distributions.

Permanent life insurance policies provide a death benefit as well as other unique features such as lifelong protection and the ability to accumulate cash values on a tax - deferred basis, similar to assets in most retirement - savings plans.

Quick ratio differs from current ratio in that those current assets that are not readily convertible into cash are excluded from the calculation such as inventory and deferred tax credits since conversion of such assets into cash may take considerable time.

For tax - deferred accounts such as 401k plans or IRAs, selling and buying different assets until your portfolio matches your asset allocation plan may be easier and faster than trying to plan future purchases.

As long as you don't do any trading in the stock portion of your portfolio, you can effectively defer the taxes related to the increase in value of those assets (dividend income will still be taxedAs long as you don't do any trading in the stock portion of your portfolio, you can effectively defer the taxes related to the increase in value of those assets (dividend income will still be taxedas you don't do any trading in the stock portion of your portfolio, you can effectively defer the taxes related to the increase in value of those assets (dividend income will still be taxed).

Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.

They are designed to help you accumulate assets on a tax - deferred basis as you save for long - term goals like retirement.

Inherited assets, such as traditional IRAs and tax - deferred annuities that bring with them an income tax liability, may benefit from life insurance proceeds.

When you sell real estate or personal property that will be part of a 1031 exchange and you carry back an installment note (seller carry back financing) to facilitate the sale of the asset, the installment note must also be included as part of the tax - deferred exchange account held by the Qualified Intermediary in order to defer all of your income tax liabilities.

It's known as the 1031 - exchange This provision allows a real estate investor to sell a real estate asset and reinvest the proceeds into a like - kind investment, another real estate asset, thereby deferring capital gains tax in the process.

By lowering the corporate tax rate, it has also lowered the value of an asset sitting on the balance sheets of Fannie and Freddie: A so - called deferred tax asset, which reflects their ability to take past losses as a deduction against future profits.