Sentences with phrase «first asset distribution»

Not exact matches

But, despite BlackRock's filing, Jennifer Grancio, head of BlackRock's iShares U.S. distribution, is not anticipating «huge assets to be raised in the active ETF space by the first generation of active funds.

An advisor can help minimize an investor's tax burden in two ways: first, by efficiently allocating assets between taxable and tax - advantaged accounts; and second, when the time comes to withdraw money by developing a tax - smart distribution plan.

In this Part 1, first, we look at the tail of an asset return distribution and compress our knowledge on Value - at - Risk (VaR) to extract the essence required to understand why VaR - stuff is not the best card in our deck.

First Asset, which has one bond ETF that uses a forward agreement, has already issued an opinion on this matter: «Based on its review to date, First Asset believes that these changes will not affect First Asset Morningstar Emerging Markets Composite Bond Index ETF... or the tax treatment of its distributions, until the expiration of the Fund's forward agreement in September 2015.»

-LSB-...] The first time is always the worst @ TheFinancialBlogger The importance of asset allocation @ TheDividendGuyBlog Pimco's Bill Gross: Day's of 10 % returns are gone @ DailyFinance 9 high yield managed distribution funds @ DividendValue Is Gold a dollar phenomenon?

Gain on a full surrender Gain on partial distributions IRA distributions TSA / ORP distributions Correction of excess contributions to IRAs Conversion of IRA assets to a Roth IRA Gain on surrender of Paid Up Additions (PUAs)(Note: Automatic surrender of PUAs for Value Pay is not a taxable event) Processing of Non-Forfeiture Option (NFO) to Extended Term Insurance (ETI) or Reduced Paid Up (RPU) Interest earned on dividend accumulations Loan on a MEC Dividend used to reduce loan interest on a Modified Endowment Contract (MEC) Dividend used to reduce loan on a MEC Compound of loan interest on a MEC Gain recognized on lapsed contract with a loan Collateral assignment on a MEC Non-qualified Annuity (NQA) Collateral Assignments Special interest paid on money held too long Interest earned on advance premiums 1035 exchange without paying off loan first Earnings on non-individual owner contracts for which an exception under section 72 (u) of the Internal Revenue Code does not apply

First Asset Long Duration Fixed Income ETF is also actively managed and looks to provide unitholders with regular distributions and the opportunity for capital appreciation from the performance of a portfolio comprised primarily of longer dated developed markets, Canadian and U.S. government issued fixed income securities.

According to our research, an advisor can help minimize an investor's tax burden in two ways: first, by efficiently allocating assets between taxable and tax - advantaged accounts; and second, when the time comes to withdraw money, such as for retirement, by developing a tax - smart distribution plan.

Actively managed by Marret Asset Management Inc., the First Asset Enhanced Short Duration Bond ETF (the «Fund») aims to provide positive absolute returns over any twelve month period with very low volatility and attractive monthly distributions, regardless of the interest rate or credit environment.

In considering the equitable distribution award, the appellate court first pointed out the distinction between the considerations in equitable distribution and the considerations for spousal support, that spousal support requires a consideration of the equities between the parties and the standard of living established during the marriage while equitable distribution is concerned with the acquisition, growth and preservation of marital assets, citing Lightburn v. Lightburn, 22 Va..

Disappointingly, the court did not review the first instance cases which had followed Miller; McFarlane — Rossi v Rossi [2006] EWHC 1482 (Fam), [2006] 3 FCR 271, S v S [2006] EWHC 2339 (Fam), [2006] All ER (D) 118 (Oct), S v S (divorce: distribution of assets)[2006] EWHC 2793 (Fam), [2006] All ER (D) 137 (Nov) and P v P — indeed none (other than S v S (divorce: distribution of assets)-RRB- was even referred to.

When a couple gets divorced, the first step in the equitable distribution process in a divorce case is identifying their assets and property as either separate or marital.

Tags for this Online Resume: Management, Distribution, Documentation, Logistics, Inventory, Program Manager, Transportation, Communication Skills, First Aid, Inventory management, Asset Management, Facility Management, Fleet Management, Inventory Control, Distribution Management, Distribution Management, Logistics Planning, Route Management, Six Sigma, Project Management, Warehouse Management, supply chain management