Sentences with phrase «only fees and expenses»

Only fees and expenses paid from a taxable account that held taxable - income producing assets were tax deductible.

Not exact matches

Adaptive Portfolio accounts will be charged annual fees of 0.3 % of account value, plus the expense ratios of the underlying funds, for a peak of around 0.55 % for ETF - only funds and 0.8 % for hybrids.

Many investors believe they're only paying the expense ratio (used to pay marketing costs, distribution costs and management fees) when owning a mutual fund, but there are several other costs involved: transaction costs, tax costs, cash drag, soft dollar cost, and advisory fees.

If fees and expenses are 1.5 percent, however, your account balance will grow to only $ 163,000.

Guideline has eliminated these fees, and only charges participants the cost to administer the plan, which, at 0.13 % of assets, is the lowest fund expense in the industry.

NOW You can deduct fees you pay to an investment adviser and similar expenses related to money management but only if they add up to at least 2 percent of your adjusted gross income.

These franchise fees may not cover all expenses, though, and may only be the start of expensive monthly charges.

A modest registration fee if you are accepted, and responsibility for your own travel to Princeton, will be your only significant expenses; we provide food and lodging for the week of July 27 to August 2.

When barbecues are open to the public, as at the Atlanta Exposition, an admission fee is naturally charged, and expenses are paid in this way; but when votes are wanted, no charge is made, or, at least, such a trifle only as will serve to keep out the canaille.

Although the claims were encouraged and initially approved by the Parliamentary Fees Office, rules state claims should only be made on expenses essential to parliamentary duties.

Only the Course fee is free and other expenses like food, accommodation, transport, airfare, expenses anything over and above sessions will be taken care by the student who is doing the course

Not only are there the necessary expenses, like venues and caterers, but you also incur other costs, such as coordination, officiant's fees, transportation for guests, and gratuities.

Although under some laws HBO may have a right to an award of attorneys» fees and expenses if it prevails in an arbitration, HBO agrees that it will seek such an award only in the event that the substance of your claim or the relief sought has been deemed by the arbitrator to be frivolous or brought for an improper purpose (as measured by the standards set forth in Federal Rule of Civil Procedure 11 (b)-RRB-.

(cont'd)- I'm giving away hundreds of listings on the Vault, and as a result of doing so, won't see one thin dime of income on the site until October or later - Given all the time and money I've already sunk into developing the site, I don't even expect to earn back my upfront investment until sometime next year - I'm already personally reaching out to publishers on behalf of authors who are listed in the Vault, on my own time and my own long distance bill, despite the fact that I don't stand to earn so much as a finder's fee if any of those contacts result in an offer - I make my The IndieAuthor Guide available for free on my author site and blog - I built Publetariat, a free resource for self - pubbing authors and small imprints, by myself, and paid for its registration, software and hosting out of my own pocket - I shoulder all the ongoing expense and the lion's share of administration for the Publetariat site, which since its launch on 2/11 of this year, has only earned $ 36 in ad revenue; the site never has, and likely never will, earn its keep in ad revenue, but I keep it going because I know it's a valuable resource for authors and publishers - I've given away far more copies of my novels than I've sold, because I'm a pushover for anyone who emails me to say s / he can't afford to buy them - I paid my own travel expenses to speak at this year's O'Reilly Tools of Change conference, nearly $ 1000, just to be part of the Rise of Ebooks panel and raise awareness about self - published authors who are strategically leveraging ebooks - I judge in self - published book competitions, and I read the * entire * book in every case, despite the fact that the honorarium has never been more than $ 12 per book — a figure that works out to less than $.50 per hour of my time spent reading and commenting In spite of all this, you still come here and elsewhere to insinuate I'm greedy and only out to take advantage of my fellow authors.

The fact that my physical presence was required meant higher cost: there were not only conference fees, but also expenses for food, travel, and accommodations.

Have you figured out how much home you can afford, based not only on the monthly mortgage payments, but also on all of the other expenses, such as property taxes, insurance, homeowners association fees, and utilities?

I've seen sources peg it that 75 - 80 % of the actively managed mutual funds do not beat the S&P 500; and some of those sources say many of the remainder only keep pace with the S&P 500 (which may mean lagging it again, once fees and expenses are factored in).

The only the expenses there are (a) fund expense ratios, (b) paper statements delivery (waived if you opt for electronic statements), and (c) low - balance fees.

This means that you will only be able to take the deduction if a) you itemize deductions, and b) your total miscellaneous deductions (job search expenses, tax preparation fees, etc.) exceed 2 % of your AGI.

«Do what you can to increase your income, cut your expenses, and start cutting your debt,» says Al Feth, a fee - only adviser in Waterloo, Ont.

I've read several articles online that say you can only count a scholarship as taxable if it is used for educational expenses other than tuition and fees.

It includes not only tuition and fees, but also expenses such as housing, books and supplies, transportation, loan fees, and personal expenses.

From a financial perspective, your investment includes not only tuition and fees and living expenses each year of school, but also the expenses associated with applying to law school, as well as those needed to obtain a license to practice law.

If you're overspending on your cards, the only way to mitigate your fees is to pull back on your expenses and reign in spending.

If fees and expenses are 1.5 percent, however, your account balance will grow to only $ 163,000.

Assuming you invest that same $ 1200 in an index fund with a 0.15 % annual expense ratio and you will only pay about $ 2 in fees.

Only three out of every 100 funds beat the S&P 500 index over 20 years when you take into account fees and expenses.

It not only has slots for 49 different expense items, ranging from cable and internet fees to health care and travel; it also allows you to check a box next to each expense designating whether it's essential.

Commissions and brokers» fees aren't the only expenses you can deduct when you sell your capital property.

When buying these funds, they pay special attention to fees, and only invest in funds with low fees and expenses.

When you're responsible for paying your own living costs, as well as your coach's salary, hotel fees, and other expenses, and you have an uneven income — because I only get paid if I win — then budgeting based on what you get to keep at the end of the day (net earnings) is much more important than relying on what you earn on paper (your gross earnings).

In total, we only had $ 250 of expenses across three properties outside of the mortgage payments and PM fees.

As for people in the comments that point out you don't like mutual funds (I assume especially mutual funds with loads and / or high expense ratios)-- to that I say, as long as your employer is matching contributions (let's say 1:1) you start out with a 100 % gain on your money so even a miserable fund that only returns enough to cover fees — you still DOUBLE YOUR MONEY.

Then add in expenses that only come up a few times a year, such as travel, car repairs and gym fees.

Direct payday loans have been in around for some time now and is a service that not only provides a life line for those in need of cash but can save people a lot of money in overdrawn fees or late payment charges, that may result when people don't have the money to meet expenses right away and with the speed of services provided by direct online payday loan lenders.

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Barclays U.S. CMBS (ERISA Only) Index (the underlying index).

If you're transparent about it, they'll see that (assuming a 5 % DSC commission on new money and a 0.5 % trailing commission and straightline market growth of 5 %) that in the first year you are only making $ 31.64 before payout and maybe $ 22.15 after the payout (assuming a 70 % payout rate) to provide advice and further, they've only paid $ 9.34 from their portfolio in expenses (assuming no account fees).

Morningstar found that «Canada is the only country in the survey with TERs in the highest grouping for each of the three broad categories» and awarded Canada a failing F - grade in the category of «fees and expenses», the lowest grade of all countries surveyed.

With regard to the Allocation Fund only, the Manager has contractually agreed to waive a portion of its management fees and / or pay Allocation Fund expenses (excluding

A fee - only financial planner has the entire world of investment options to choose from and may find better selections available at even lower expense ratios.

For refinance transactions, the fees are financed into the loan itself so the only out - of - pocket expenses are typically the appraisal and HECM counseling fee.

Mutual funds come in three classes, A shares, B shares, and C shares — each one is essentially the same portfolio of securities, and the only difference between them is the type of fees and expenses associated with them.

The ETF seeks a return, before fees and expenses, of +200 % of its Underlying Index for a SINGLE DAY only.

How do I know if this type of schooling would qualify as a 529 expense and how would I pay for the fees from the account if the agency only accepts a credit card as online payment?

I highly recommend this as well, simply because paying for your child's tuition and fees are not the only expenses that you will have during their college years.

But that's only applied to the amount of money that's left over after commissions, expenses, and fees are initially deducted.

The only other type of «investment product» that returns such poor investment performance; while sucking your money away like cancer running a vacuum cleaner - with their never ending parade of loads, commissions, fees, expenses, and charges - is whole life insurance.

After scratching my head a bit at the sheer number of funds and attendant loads, annual expense ratios, and maintenance fees, I went through the exercise of establishing a comparable portfolio using only Vanguard index funds.

It's the only VA that has 0 % M&E Risk fees, 0 % Administrative charges, 0 % Distribution charges, and 0 % for Insurance Expenses.

Vanguard expects that the MERs of the Vanguard ETFs will be substantially similar to their management fees, as it is expected that the only additional fees and expenses that will be borne by the Vanguard ETFs and included in the MER calculation will be any goods and services and / or harmonized sales tax payable by the Vanguard ETFs.