Sentences with phrase «account assets»

To get a real picture I need to take into account assets in all the accounts — and not slice and dice investment accounts.

You can use retirement account assets for qualifying even if you've not reached fifty - nine - and - a-half, the age at which you can freely withdraw funds.

Because investors make a trade - off of limited to no liquidity, the insurance company can invest the general account assets more aggressively, leading to a higher income stream.

These funds, which gradually shift account assets from broad - based stock funds to bond funds as a participant ages, are becoming an important vehicle for retirement savings.

I did uncover a nominal annual management fee, however, which varies based on your existing total account asset value.

The separate account assets are invested in bonds, money market funds, stocks, and other instructions.

Managed - account assets grew 10 % from last quarter and 11 % from last year, driven by strong net flows and market performance.

There are no required minimum distributions until the account owner dies, so account assets can continue to grow tax free longer.

For other families, the withdrawal rate increases rapidly when personal retirement account assets fall below $ 50,000.

Upon death, POD account assets are distributed outside of probate, as are living trust assets.

Examples that may violate suitability include excessive trading, churning the account simply to generate more commissions or frequently switching account assets to generate transaction income for the broker - dealer.

The cash value of the contract after that would depend on how a total withdrawal rate of about 8 percent (payout plus product expenses) affected the value of the underlying account assets.

This works by optimizing holdings for variance with the goal of achieving the highest return for the lowest risk while taking into account any asset class combination.

It also requires that you be able to demonstrate financial stability by listing your retirement account assets along with other investment and savings accounts.

Prepared and assisted in the thorough review of trust account assets and liabilities for regulatory purposes.

It is an essential part to value investing because it does not take into account asset appreciation.

Held in a separate account that is unique from the insurer's general account assets.

Lenders will take into account your assets, income, credit score, the current value of the property, other debts and the total amount you want to borrow against your home.

There is also a gender gap in defined contribution or 401 (k)- type retirement account assets.

Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with approximately $ 8.2 billion in private partnership, mutual fund (the Akre Focus Fund), and separately managed account assets as of April 30, 2018.

And in advisory accounts, advisory fees payable on account assets invested in NextShares can be charged directly to clients like any position in today's advisory relationships.

Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with approximately $ 8.2 billion in private funds, mutual fund (the Akre Focus Fund), and separately managed account assets as of April 30, 2018.

Account information and transactions such as your investing account assets and transaction history for YCharts Portfolio's Subscribers, and information related to your contact with our customer support team.

Also, the IDC did not take into account our assets under management which have fluctuated significantly over the past several years, driving fees.

If your equity asset allocation is sufficiently high that some of your equity assets would be held in tax - advantaged accounts, then they would be invested in Roth accounts, if you have Roth account assets.

After receiving many calls from children who lost their parents, FINRA released an alert, «Plan for Transition: What You Should Know About the Transfer of Brokerage Account Assets on Death.»

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

Take the time to review your TSP and other account asset allocations now to see where you are at and where you need to be.

A number of Bank of America's products expose it to credit risk, including loans, leases and lending commitments, derivatives, trading account assets and assets held - for - sale.

No, you can use your 529 plan account assets at eligible colleges and universities in the United States and eligible foreign institutions.

Brokerage accounts are serviced by Ally Invest Securities LLC and advisory client account assets are kept in custody with Apex Clearing Corporation, members FINRA and SIPC.

At the very least, it might be prudent for the BoC to separately take into account asset prices when it sets monetary policies (as I've argued in past columns stretching back to 2007).

Specifically, you can use UGMA or UTMA account assets to pay tuition or other education expenses, as well as certain non-educational expenses, like a personal computer.

Custodial account assets are generally considered to be the child's asset for financial aid purposes, which may decrease college financial aid more than assets belonging to parents

Up to $ 10,000 per taxable year in 529 account assets per beneficiary may be used for tuition expenses in connection with enrollment at a public, private, or religious elementary or secondary educational institution.

Here there is disagreement between Asset B and C, depending on which account the asset would end up in if not chosen for the taxable account.

So, if you have a $ 5M account and the bankrupt firm «somehow lost» 10 % of all investor account assets, that investor would receive $ 4.5 M before the SIPC insurance limit of $ 500K would apply.

Through a built - in level of protection called the Shield Rate, Shield protects account assets from some of the losses that can derail portfolio performance.

That's because with a joint account all assets automatically become the property of the other partner if one person walks in front of a streetcar.

One solution is to grant a power of attorney (POA) for your investment account assets to your spouse, sibling, adult child or close friend — someone you trust to act wisely and in your best interest.

In deciding the final equitable distribution, the Court will take into account the assets already distributed.

Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with approximately $ 8.2 billion in private fund, mutual fund, and separately managed account assets as of April 30, 2018.

The New York Life Premier Variable Annuity — FP Series Premium Based M&E Fee differs from many other variable annuity polices in that the Mortality and Expense Risk and Administrative Costs Charge is calculated as a percentage of the Adjusted Premium Payments under the policy (excluding premiums allocated to the Fixed Account), rather than as a percentage of Separate Account assets.

Therefore, in this example, all of your Roth account assets would be equities, since 10 % of your total assets currently are equities.

All clients brokerage account assets are held at Pershing, LLC.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

The point is to make both an overall picture, and an account - by - account asset allocation that better matches the clients» lives better than what existed before.

Such risks affect loans, deposits, securities, short - term borrowings, long - term debt, trading account assets and liabilities, and derivatives.