Sentences with phrase «income of a fixed amount»

Income Of A Fixed Amount.

Not exact matches

the date on which the principal amount of a fixed income security is scheduled to become due and payable, typically along with any final coupon payment.

The debt associated with income - driven repayment plans are on average over twice the amount of debt associated with fixed rate repayment plans.

Under an income - contingent repayment program, borrowers with Direct Stafford loans of any kind, PLUS loans made to students, and consolidation loans have their monthly payment based on the lesser of 20 percent of discretionary income or the amount due on a repayment plan with a fixed payment over 12 years, adjusted for income.

This plan caps your monthly payments at 20 % of your discretionary income or the amount you would pay on a fixed 12 - year plan, whichever is lower.

They pay you a fixed amount of income, so as inflation rises you are getting paid less and less from a purchasing power perspective.

Fixed income investments generally pay a return on a fixed schedule, though the amount of the payments can Fixed income investments generally pay a return on a fixed schedule, though the amount of the payments can fixed schedule, though the amount of the payments can vary.

In a declining interest rate environment one must invest more capital to generate a fixed amount of income.

the difference between the stated redemption price at maturity (if greater than one year) and the issue price of a fixed income security attributable to the selected tax year; NOTE: Tax reporting of OID obligations is complex; if acquisition or bond premium is paid during the purchase, or if the obligation is a stripped bond or stripped coupon, the investor must compute the proper amount of OID; refer to IRS Publication 1212, List of Original Issue Discount Instruments, to calculate the correct OID

Whether individuals or households will pay more or less will depend on a wide variety of factors, including whether they take the standard deduction, which reduces taxable income by a fixed amount, or they take targeted tax deductions, like subtracting mortgage interest or state and local taxes.

Your starting point for retirement withdrawals will be any funding gap between your fixed / semi-fixed sources of income and the amount needed to fund your retirement spending.

The immediate pay fixed annuity, if you simply need lifetime income and need to convert a savings or certain amount of money into a stream of income, rather than a holding of savings, and for life.

Fixed income securities, such as bonds and preferred stock, subject investors to the greatest amount of purchasing power risk since their payments are set at the time of issue and remain unchanged regardless of the inflation rate.

Because the company has a call option that it can (and will) use to its own benefit (and to the shareholder's detriment as its counterparty), preferred shares end up offering all of the potential price downside of long - term fixed income securities, with only a small amount of the potential price upside.

If you want to ensure that a tax is progressive, or even flat, it has to be fixed in some meaningful way to the amount of income earned, not the amount spent.)

Fixed Income Security — A stock or bond that pays a stable, consistent amount of interest at regular intervals.

I recommend a major change to the tax system: Replace the intrusive loophole - ridden income tax with the combination of a universal fixed - rate sales tax and a universal fixed - amount rebate.

«I'm on a fixed income, I don't have a huge amount of money.

Trump's plan to replace the Affordable Care Act will propose giving each state a fixed amount of federal money in the form of a block grant to provide health care to low - income people on Medicaid, Conway said.

Yes, it's a small amount but enough to pay some of my bills since I am retired and on a fixed income.

Some people give a fixed percentage of their income to charity rather than a specific dollar amount.

It is a fixed amount that reduces the amount of income that is considered taxable, and the amount of the deduction can change from year to year because it takes into account inflation.

Fixed income ETFs attracted another $ 1.4 billion in May, largely into broad - based core exposures, bringing the full amount of assets in fixed income ETFs in Canada to over $ 5.5 billion year - to - Fixed income ETFs attracted another $ 1.4 billion in May, largely into broad - based core exposures, bringing the full amount of assets in fixed income ETFs in Canada to over $ 5.5 billion year - to - fixed income ETFs in Canada to over $ 5.5 billion year - to - date.

the date on which the principal amount of a fixed income security is scheduled to become due and payable, typically along with any final coupon payment.

«There are a range of income options that can offer a meaningful increase in income; you could potentially increase the yield on your savings by a significant amount,» says Richard Carter, a vice president of fixed - income products and services at Fidelity.

The table below displays the amount and weight percentage of net assets for all Bank Loan Bond Funds allocated to other asset classes besides equity and fixed income.

The table below displays the amount and weight percentage of net assets for all Muni National Bond Funds allocated to other asset classes besides equity and fixed income.

The table below displays the amount and weight percentage of net assets for all U.S. Funds allocated to other asset classes besides equity and fixed income.

When investing for retirement, the rule of thumb suggests the amount of fixed income in your portfolio should equal your age.

FIAs generally have the option of adding a Guaranteed Income Rider that promises to pay you a fixed amount for as long as you live.

Under an income - contingent repayment program, borrowers with Direct Stafford loans of any kind, PLUS loans made to students, and consolidation loans have their monthly payment based on the lesser of 20 percent of discretionary income or the amount due on a repayment plan with a fixed payment over 12 years, adjusted for income.

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

Is the only Managed Futures ETF to use an innovative risk - weighting methodology so that each commodity, currency, and fixed income position contributes an equal amount of estimated risk to the overall portfolio when it rebalances monthly.

You are likely to be limited to an amount that represents a fixed percentage of your monthly income so that you can meet your other bills as well as make the repayment.

The control he has is to make sure you are in low - cost index funds, funds with high tax efficiency, funds with massive diversification, and the right amount of fixed income to address your risk tolerance.

The bank had a problem with this as the cash amount was so large, but the fix for her was a notarized letter from the parents stating they were the source of the cash, it had been legally reported to the IRS as past income, and that was it.

When we look at individual bonds, the key distinction there is that those individual bonds will pay a fixed amount of income or interest.

The table below displays the amount and weight percentage of net assets for all Total Dividend Equity Funds allocated to other asset classes besides equity and fixed income.

However, by combining that fund with a traditional index exposure like the iShares Core U.S. Aggregate Bond ETF (AGG) we limit the total amount of active risk in fixed income.

Let's say your monthly income is $ 3,500 and you spend $ 1,200 of that amount on monthly fixed - rate debt.

EXAMPLE of Buying a fourplex with an FHA loan 3.5 % down up to $ 1,200,000 on 4 units (depends on county and state limits); $ 1.2 M purchase price = 3.5 % down (or $ 42,000) ** Primary Residence Loan Amount of $ 1,158,000 w / MIP 30 Yr Fixed Rate of 3.25 % with Payments of $ 5,040 / month Rental Income per month = $ 4,500 on other 3 units Mortgage Payment per month = $ 5,040 Effective P + I = $ 540 IMPORTANT: For FHA 3 - 4 unit financing, there is a self - sufficiency test the property must pass for a specific loan aAmount of $ 1,158,000 w / MIP 30 Yr Fixed Rate of 3.25 % with Payments of $ 5,040 / month Rental Income per month = $ 4,500 on other 3 units Mortgage Payment per month = $ 5,040 Effective P + I = $ 540 IMPORTANT: For FHA 3 - 4 unit financing, there is a self - sufficiency test the property must pass for a specific loan amountamount.

Frankly, I'm astonished that a 2040 fund would invest such a small amount in fixed - income (4 % of AUM is meaningless) and weight so heavily large cap stocks when those who hold it have 27 years to retirement.

With pension plans, you are given a fixed amount of income when you retire.

This makes fixed - income funds low - risk schemes, which are unlikely to give you a large amount of profit in the long - run.

The table below displays the amount and weight percentage of net assets for all India Funds allocated to other asset classes besides equity and fixed income.

The table below displays the amount and weight percentage of net assets for all Bear Market Strategy Funds allocated to other asset classes besides equity and fixed income.

«It's a good option to consider for those who have large amounts of fixed income and have several hundred thousand dollars in GICs paying a paltry return of 1.5 %,» explains Talbot Stevens, author of The Smart Debt Coach.

They are called fixed - income securities because the amount of money you receive and the dates on which you receive your payments are specified in advance.

High income earners might be interested in the tax advantage of writing off the large amount of mortgage interest that occurs with a 40 - year fixed mortgage.

The table below displays the amount and weight percentage of net assets for all Alternative Funds allocated to other asset classes besides equity and fixed income.