Sentences with phrase «write income fund»

The first fund I'll show you is the Nuveen S&P 500 Buy - Write Income Fund (BXMX).

Not exact matches

(a) Schedule 2.7 (a) of the Disclosure Schedule contains a list setting forth each employee benefit plan, program, policy or arrangement (including any «employee benefit plan» as defined in Section 3 (3) of the Employee Retirement Income Security Act of 1974, as amended («ERISA»)(«ERISA Plan»)-RRB-, including, without limitation, employee pension benefit plans, as defined in Section 3 (2) of ERISA, multi-employer plans, as defined in Section 3 (37) of ERISA, employee welfare benefit plans, as defined in Section 3 (1) of ERISA, deferred compensation plans, stock option plans, bonus plans, stock purchase plans, fringe benefit plans, life, hospitalization, disability and other insurance plans, severance or termination pay plans and policies, sick pay plans and vacation plans or arrangements, whether or not an ERISA Plan (including any funding mechanism therefore now in effect or required in the future as a result of the transactions contemplated by this Agreement or otherwise), whether formal or informal, oral or written, under which (i) any current or former employee, director or individual consultant of the Company (collectively, the «Company Employees») has any present or future right to benefits and which are contributed to, sponsored by or maintained by the Company or (ii) the Company or any ERISA Affiliate (as hereinafter defined) has had, has or may have any actual or contingent present or future liability or obligation.

Advent Claymore Convertible Securities and Income (AGC) is a closed end fund that seeks total return through investments in global convertible and non convertible securities and utilizing and option writing strategy.

Brookfield Real Assets Income (RA) is a closed end fund that seeks total return through investments in global convertible and non convertible securities and utilizing and option writing strategy.

Advent Convertible Securities & Income (AGC) is a closed end fund that seeks total return through investments in global convertible and non convertible securities and utilizing and option writing strategy.

I write a ton of words every week on the topic of building income portfolios using exchange - traded funds.

The PowerShares CEF Income Composite Portfolio tracks an index of three types of yield - focused closed - end funds: investment - grade fixed - income; high - yield fixed - income; and option - wrIncome Composite Portfolio tracks an index of three types of yield - focused closed - end funds: investment - grade fixed - income; high - yield fixed - income; and option - wrincome; high - yield fixed - income; and option - wrincome; and option - writing.

The earnings from an annuity, when withdrawn, are subject to the ordinary income tax rate, which for many is higher than the long - term capital gains rate that one incurs in owning a mutual fund, according to Daniel Kurt, writing in Investopedia.

Bob MacDonald, founder of LifeUSA, writing in Forbes, defines an annuity as a long - term contract between a buyer and an insurance company that allows the accumulation of funds on a tax - deferred basis for later payout in the form of a guaranteed income, the core strength being the safety the guarantees.

«According to State Education Law, SUNY Income Fund Reimbursable Guidelines, and SUNY Policy for Third Party Payment of Program Costs, «revenues derived from tuition - related activities and third party contacts must be deposited into a State account,»» Leahy wrote, quoting from the report.

Without this, we will need to enhance income supplements such as Winter Fuel Payments, rebates through the Warm Home Discount scheme, hardship funds and energy company debt write off schemes.»

«I believe that it is important that the Treasury and the IRS issue guidance or a formal opinion letter whether taxpayer contributions to state authorized trust funds, partially reimbursed by credits reducing state and local income taxes, will be considered deductible for federal tax purposes,» Faso wrote in the letter.

Having the deductions in place is a «critical mechanism for funding public education in New York State» the groups wrote and the hit could be especially hard for low - income school districts.

Robert Pianta, dean of the Curry School of Education at the University of Virginia, and one of the most published researchers on the topic, writes in recent letter to the editor of the Times that, «Publicly funded preschool, currently offered through Head Start, state programs or child care subsidies, returns modest benefits for low - income children.»

William T. Gormley and colleagues measured the skills of 3,500 incoming kindergartners in Tulsa, finding that those who had been enrolled in the state's preschool for all program had better reading, math and writing skills than those who spent time in federally funded Head Start programs or attended no public preschool program.

«Both Lewis and Orange Jones are staunch advocates for parental choice and unwavering supporters of increasing access to high - quality educational options for low - income and working - class Black families in Louisiana,» the BAEO Action Fund Board of Directors wrote in a press release.

So has the Leadership Conference on Civil and Human Rights, writing in a letter last month that «the federal government must no longer be expected to subsidize the inequitable funding of public schools serving high numbers of low - income students.»

Joanne Weiss, who is now an «independent education consultant,» writes at the Stanford Social Innovation Review that the RttT grant program, funded through President Obama's 2009 stimulus bill in the name of helping low - income, poor - performing schools, «offers lessons in high - impact grantmaking that are applicable not only in education but also in other fields.»

One of the most common ways to augment your author income is through freelance writing, and one of our favorite resources for freelance markets is Funds for Writers.

Two questions: Does the fact that I can write off a portion of the mortgage interest against my taxable income (I really don't know what I'm talking about exactly) contribute to retirement fund being better choice than mortgage?

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

Q: I returned a quarter of my minimum 2008 withdrawal to my registered retirement income fund under the one - time opportunity you wrote about on April 2.

If you dig deeper you'll also find that XTR holds only plain - vanilla stock and bond funds, while ZIM includes some more exotic investments such as floating - rate notes, emerging market bonds and a couple of ETFs that write call and put options on their underlying stocks to generate more income.

«Many of the investors joining the dividend stampede appear to be motivated by the low interest rates mandated by the Federal Reserve, which have led to a yield famine among traditional income investments like bonds, certificates of deposit and money - market funds,» Zweig writes, adding that others may be chasing performance, since high - yield stocks fared well last year.

I believe one is better off with Laddered Bond Portfolio earning interest in Tax Sheltered Account and not taking risk of investing in stocks where if Stock Goes up it is not capital gain it is taxed as normal income when you withdraw funds and if you loose it is all yours no tax write off

Diversified Real Asset Income Fund (DRA) In a post last September I wrote about my rationale for «parking» some funds in DRA.

If the funds are invested in an income producing asset the interest expense can be written off.

Consulting assignments have ranged from helping investment managers design innovative retirement income solution programs for defined contribution plans, writing public policy and market landscape papers, serving as program manager for an industry - led coalition to increase American's savings, speaking engagements at client conferences, researching specific target - date fund market opportunities, and strategic initiative development.

The purpose of writing such options is to generate additional income for the fund.

How do I write that she is more than just someone who is low income and getting her pit bull spayed in a grant report for more funding?

Over the years, it's been challenging to get people to donate to fund program for low income dog owners, a term, I actually don't like writing but I don't know any other term to describe the level of poverty that we are dealing with.

Even if, like me, you don't find the idea of an emergency fund particularly interesting from a personal finance perspective, you'll still earn more in a high - interest checking account than you will in a fixed - income mutual fund, a subject I've written about elsewhere.

I wrote my eBook specifically for travel bloggers who want to do what me and my fiancée Kelli have done for the past 3 years; travel indefinitely by making your blog the income - generating tool which funds your travels.

To get any kind of funding (EXIST is the most common one or federal state specific funds like FFF Bayern for Bavaria) you need to write a business plan, calculate your future income / cost / investment and give a prognosis about your sales.

Bandoian's report made the company sound like a classic Ponzi scheme, as he wrote that «monies used for repayment appear to have come directly from the funds received from lenders, as Cash Plus did not appear to have sufficient income - generating activities to support the interest payments on these deposits and to pay staff and other operating costs.»

This history came back, triggered when I was recently explaining my «narrow» career to someone in the mortgage field, who had trouble believing I never got involved in explaining mortgaging, personally giving advice outside my area of expertise, as many colleagues who get involved in that arena do, prequalifying buyers; never had them fill out an income statement (I didn't want to know how much money my clients earned, many even self - employed), even when they were my sellers, about to buy, but I always had written prequalification commitments in my hands to provide if and when needed, (that's all I needed to know, and have in writing), and I knew therefore who was in fact providing the funding; they did all the questions asking, not me.

Those are called STATED INCOME loans... I wrote on the 2 tiers of those on some previous posts... BLACKSTONE and some other hedge funds are doing those again... Basically underwriting rental properties like commercial loans... and skipping the owner's taxes and income documentation.