Sentences with phrase «offsets against fee»

Not exact matches

The SEC's action against Apollo is one in a string of recent enforcement actions that have addressed a variety of fee and expense practices, including legal fees, monitoring fee offsets, broken deal expenses, failure to follow allocation policies and allocation methodology.

In the extreme, if deductible household expenditures (e.g., property taxes, charitable giving, the deductible portion of advisory fees, etc.) continue while there's no income for the year, taxable income could even be negative, which means the partial Roth conversion would be tax - free just absorbing the otherwise - unusable deductions (which are permanently lost if not offset against negative income in the same tax year!).

With the CBAV the $ 95 annual fee can not really be offset against anything unless you can persuade Chase to give you a retention bonus while there are clear ways to reduce the cost of the Amex Platinum.