Sentences with phrase «savings plan are considered»

Since contributions to the Minnesota College Savings Plan are considered completed gifts, it can reduce the amount of your client's overall taxable estate.

As the Thrift Savings Plan is considered a «qualified plan» for tax purposes, it can accept money from other plans that are also considered qualified.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

If that situation sounds familiar, consider an increasingly popular way to maximize your retirement savings: stacking what's called a cash - balance pension on top of your company's profit - sharing 401 (k) plan.

As the One - Year Executive MBA program is considered a full - time program, Canadian citizens or permanent residents who have Registered Retirement Savings Plans (RRSPs) can use the Life Long Learning Plan (LLP) to finance their own education or that of their spouse / partner.

Having sufficient retirement savings is critical, and Canadians should consider a combination of tools and a well - diversified retirement plan to ensure they have enough money to stretch over decades.»

DOL is proposing to update the Employee Retirement Income Security Act by instituting a safe harbor describing circumstances in which a payroll deduction savings program, including one with automatic enrollment, would not be considered an employee pension benefit plan under ERISA.

If you're still working and your employer offers a high - deductible medical plan with a health savings account option, consider whether it makes sense for you.

Because variable annuities are insurance contracts that carry extra costs in return for guaranteed income, they're usually considered the last part of a retirement savings plan.

Personal Savings — Something to consider when you plan on using your personal savings, is that there's a chance you may lose it all if your businessSavings — Something to consider when you plan on using your personal savings, is that there's a chance you may lose it all if your businesssavings, is that there's a chance you may lose it all if your business sinks.

If you are not a resident of Massachusetts, you should consider whether your home state offers its residents or taxpayers state tax advantages or benefits for investing in its qualified ABLE program before making an investment in the Attainable Savings Plan.

With retirement savings taking a back seat to more immediate financial concerns, and the percentage of workers confident that they'll have enough money for a comfortable retirement at low levels, it's more important than ever for plan sponsors to consider retirement readiness as a key — if not the key issue — their employees are facing.

If possible, consider putting part or all of any bonuses, tax refunds or other lump sum payments into your retirement savings, and don't assume that your current retirement plan contributions are enough.

If the price of premiums is still too steep and the freelance is healthy, consider a high - deductible health plan and open a Health Savings Account to invest for potential future medical expenses on a pre-tax basis!»

If replacement legislation were considered as part of a separate reconciliation process, then the replacement plan (assuming a net cost) would likely need to sunset to avoid increasing the deficit beyond the budget window, unless the reconciliation legislation contained other savings to offset the net cost of replacement.

The bottom line: The new retirement is one that involves long - term planning and savings coupled with a willingness to consider different types of investments and new approaches to asset allocation.

While you are still working, you should also consider a health savings account (HSA), in conjunction with a high - deductible health plan, to save for health care costs in retirement.

Considering the many responsibilities competing for savings, it's never too early to include college savings as part of a financial plan.

• James Hall in the Daily Telegraph says the government is considering a plan to allow people to protect their pension savings from falls in the value of the stock market.

For all the grandstanding Astorino has been doing on Fox Business News, he's never even presented his much - touted «Jobs for Savings» plan in the only venue where it can actually be considered: contract negotiations.

If you're feeling ready to commit to your savings plans, you might consider putting money into the more - dramatic Certificate of Deposit account.

If you're a gal who is set on staying in «refund» territory, consider having a detailed action plan for that money as soon as you get it back — whether it's applying the funds directly to student loan debt or immediately putting it into emergency savings.

If you're feeling ready to commit to your savings plans, you might consider putting money into the more - dramatic

The bottom line: The new retirement is one that involves long - term planning and savings coupled with a willingness to consider different types of investments and new approaches to asset allocation.

Consumer Boomer presents Choosing The Best Section 529 Plan posted at Consumer Boomer, saying, «When considering investing in a 529 savings plan there are factors that must be looked at carefully.&raPlan posted at Consumer Boomer, saying, «When considering investing in a 529 savings plan there are factors that must be looked at carefully.&raplan there are factors that must be looked at carefully.»

If you're considering a longer term CD, be sure that you've got a plan in place for covering short - term savings needs or emergency expenses.

If you have access to a workplace savings plan, you might consider your plan to be «one stop shopping» for a comprehensive retirement savings strategy.

As you complete your tax planning for this year (and continue to plan for the future), it is important to take the time to consider the many advantages associated with utilizing a Health Savings Account (HSA).

Financial plans for newlyweds should consider a savings plan to build up a down payment on a home, determine a home price that is affordable and ensure a mortgage loan is in your best interest

An important factor to consider is whether your employer matches your contributions to a workplace retirement savings plan.

With so many options to consider when it comes to investing in these plans, it's important to consult your financial advisor to discuss your needs and learn how the right 529 plan can help the beneficiary pursue their college savings goals.

Dear Rama Rao Ji, You may consider investing in Senior Citizen Savings Scheme (assuming you are a senior citizen), Post office MIS scheme, set up Systematic withdrawal plan in a Dynamic bond (growth) or conservative MIP fund (growth).

From asset mix decisions to income withdrawal strategies, there are many factors to consider when converting from a retirement savings plan to a retirement income plan.

To do that, you'll want to go through a rigorous retirement - income planning process that starts with thinking seriously about how you'll live in retirement and then moves on to such tasks as making a retirement budget; assessing different strategies for claiming Social Security benefits; considering whether you want more guaranteed income than Social Security alone offers (which is where an annuity might play a role); and, settling on a withdrawal rate that has a reasonable shot at making your savings last as long as you do.

Finally, once you have a budget in place and are rocking along with the plan, consider creating automated payments for your recurring bills, as well as automatic recurring savings contributions.

Some of the key savings plan you should consider is to have an emergency savings fund that can help you cater for emergencies like a job loss, an illness or any other unexpected occurrence.

I'd be inclined to consider your next steps based on when you might need to access your savings, your tax profile, your family situation, your estate plan and your risk tolerance.

But, because 529 savings plan assets are considered parental assets, they are factored into federal financial aid formulas at a maximum rate of about 5.6 %.

In addition, having a college savings plan in place for your children will definitely be more encouraging as they consider whether a college education is the right path for them.

Here are 11 reasons you may want to consider a 529 plan, such as a College Savings Iowa plan.

So, for example, if despite your efforts your nest egg isn't growing at an acceptable pace, you can consider ways to boost your savings such as signing up for an auto - increase option that automatically boosts the percentage of pay that goes into your 401 (k) plan each year.

Unlike its cousin, the Registered Retirement Savings Plan (RRSP), contributions to TFSAs are not considered «tax - deferred,» so you'll have to pay taxes on any money deposited into the account.

Considering that the oldest child (12 years) who joined the Group Savings Plan 2001 in the year 2006 would not even be eligible for EAP until 2010, I wonder who these payments were made to.

Prior to requesting an IRA rollover from a Thrift Savings Plan (TSP) account, which is a retirement plan for military or civilian employees of the U.S. government, consider whether such rollover is appropriate for Plan (TSP) account, which is a retirement plan for military or civilian employees of the U.S. government, consider whether such rollover is appropriate for plan for military or civilian employees of the U.S. government, consider whether such rollover is appropriate for you.

I am going to make part payments every year and planning to close the Home Loan & Personal Loan with the remaining savings (as there are no Part payment & pre closure charges) in next 3 - 4 years (considering 8 - 10 % of salary hikes in coming years) before my baby schooling starts.

This is considered to be one of the best savings plans by investors as it offers excellent growth on your savings.

Considering that I'm sticking to my MF SIPs as my primary source of savings for future goals (Child education, marriage, retirement planning, misc, etc), do I need to open multiple investments (SIPs) for each of these?

If you are interested in a set college savings plan investment allocation and choosing if, when and how your investment adjusts over time, consider one of these six investment options.

Investors who want to start building their retirement income should consider using one of these two types of accounts: RRSPs are a form of tax - deferred savings plan.

If any of the above apply, I would be inclined to consider RRSPs, group savings plans, debt repayment or RESPs over TFSAs.