Sentences with phrase «account assets at»

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

If a family's financial model indicates that there is a good possibility that they will still have some tax - advantaged account assets at death, then those should be Roth tax - advantaged account assets, whenever possible.

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

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).

For instance, Olavsrud at FBB Capital Partners said that it's more advantageous to do it during a year when your income is lower or when the market is down, lowering the value of the assets in the account.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Donors can open accounts at many brokerage firms or large foundations, and then make gifts of cash, marketable securities, and even hard - to - value assets.

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more productAt the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more productat both increasing assets under management and selling clients more products.

If you have any stock or other asset in a taxable account, it's worth looking at whether it would make sense to sell off appreciated long - term investments while you're in a lower tax bracket.

At Wealthfront — the largest robo - advisor, with $ 2 billion - plus in assets under management — 90 percent of the firm's 21,000 - plus accounts come from clients under age 50.

In addition to ETF - based portfolios, WealthBar also offers pooled funds in specialized asset classes like real estate, a product usually only available to large account clients at conventional advisors.

According to the study, there were $ 7.3 trillion in assets at the end of the third quarter of 2014 and individual retirement accounts (IRAs) represented 30 percent of U.S. total retirement market assets.

For example, if you are 50, then 50 percent of your assets would be at risk and 50 percent would be allocated conservatively — placed in a bank account, or perhaps in an annuity, for example, to provide income for you in your future.

Strategic Advisers, Inc. (Strategic Advisers), applies tax - sensitive investment management techniques in FPP and PTS (including «tax - loss harvesting») on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold.

«Recent federal and state investigations and litigation have raised questions as to whether the investment in unconventional assets in retirement accounts may jeopardize these accounts» tax - favored status and place account owners» retirement savings at risk.»

John Tovar oversees Institutional Brokerage Services, which includes trading, fixed income sales, relationship management, customer services, technology, account services and operations for over 4,000 Independent Registered Investment Advisors that custody assets at TD Ameritrade Institutional.

Fidelity ® Personalized Portfolios apply tax - sensitive investment management techniques (including tax - loss harvesting) on a limited basis, at their discretion, primarily with respect to determining when assets in a client's account should be bought or sold.

With this discretionary investment management service, any assets contributed to an investor's account that Fidelity ® Personalized Portfolios do not elect to retain may be sold at any time after contribution.

For your free financial consultation with a Personal Capital advisor, all you have to do is sign up, link at least $ 100,000 in investable assets (savings, checking, brokerage account, rollover IRA, etc) and schedule an appointment when prompted.

Accounts can be funded with a check, bank wire, an exchange of assets from an existing Fidelity account, or a transfer of eligible assets from an account at another institution.

As a wealth management client, investment assets are held in an account at Pershing Advisor Solutions, a Bank of New York Mellon Company.

As at the end of March 2013, international investment position (IIP) data indicated that Australian entities overall had a net foreign currency asset position equivalent to 27 per cent of GDP before taking into account the use of derivatives for hedging purposes (ABS 2013a).

The Triffin Dilemma, as this problem is known, points out that if foreign growth is high enough relative to US growth that the need for US dollar reserves grows faster than the US economy, the resulting US current account deficit will require that the US sell assets fast enough, or that US obligations to foreigners grow fast enough, eventually to put the US economy at risk.

The general government sector — which consists of national, state and local governments — had a net foreign currency asset position equivalent to around 3 per cent of GDP as at the end of March 2013, before taking into account the use of derivatives for hedging purposes (Table 2).

Combining your savings at one financial provider is a good opportunity to make sure you have an appropriate asset mix — one that will balance your need for stability with continued account growth that will carry you through retirement.

As a discretionary investment manager, SAI may elect to sell assets in an account at any time.

Additionally, unlike existing centralized solutions which place consumers at risk of an eventual account hack or of the confiscation of funds, users of FirstBlood are completely in control of their assets with no involvement of third party organizations.

In order to buy precious metals at the Hard Assets Alliance, you must first add funds to your account.

«We found that a financial institution's asset size has a direct correlation to what it charges for overdraft fees — the larger the asset size, the heftier the fee to checking account holders,» Michael Moebs, CEO and economist at Moebs $ ervices, wrote in a release last month.

Household relationship assets will be determined by aggregating the assets of eligible retail accounts held by the investor and his or her immediate family members who reside at the same address.

The pro forma financial information was prepared using the acquisition method of accounting, which requires, among other things, that assets acquired and liabilities assumed in a business combination be recognized at their fair values as of the completion of the acquisition.

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 hip - hop mogul, whose given name is Shawn Carter, is the target of a Securities and Exchange Commission enforcement subpoena after failing to testify as part of an agency investigation of accounting practices at Iconix Brand Group Inc., which paid $ 200 million to acquire assets from his Rocawear apparel brand in 2007.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

2 Although the rules may vary slightly by state, generally, a 529 account owned by a parent for a dependent student is reported on the federal financial - aid application (FAFSA) as a parental asset and is assessed at a (maximum) 5.6 % rate in determining the student's expected family contribution.

The Company prepares its consolidated financial statements in conformity with generally accepted accounting principles in the United States of America («GAAP»), which requires it to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of sales and expenses during the reporting period.

According to Broadridge, the bulk of the $ 35 billion of net outflows from actively managed mutual fund accounts held at IBDs moved to ETFs, which recorded an increase of net new assets of $ 34.9 billion.

The Company will account for the transaction by using its historical information and accounting policies and adding the assets and liabilities of Streetcar as of the acquisition date at their respective fair values.

The Company accounts for fuel derivative financial instruments at fair value and recognizes such instruments in the accompanying consolidated balance sheets in other current assets under prepaid expenses and other assets if the total net unsettled fair value balance is in a gain position, or other current liabilities if in a net loss position.

Beijing has substantive tools at its disposal: gargantuan foreign exchange reserves, close control over the conduits of domestic finance, a current account surplus and a near - monopoly on yuan assets held on shore.

Our accounting for acquisitions involves significant judgments and estimates, including the fair value of certain forms of consideration such as our common stock, preferred stock or warrants, the fair value of acquired intangible assets, which involve projections of future revenues, cash flows and terminal value which are then discounted at an estimated discount rate, the fair value of other acquired assets and assumed liabilities, including potential contingencies, and the useful lives of the assets.

All assets of the account holder at the depository institution will generally be counted toward the aggregate limit.

At the end of last year, real estate accounted for 68.8 % of China's household assets, Moody's says.

See, by entertaining only accounts with at least $ 100,000 in assets and assuming at least a small portion of all customers will eventually employ their Financial Services, they anticipate a return on that investment.

Generally, though, we look at debt - to - equity ratios, liquidity, depreciation rates, accounting practices, pension and healthcare liabilities, and «hidden» assets and liabilities.

Generally, assets can be held at your existing custodian or we can set up new accounts at low - cost custodians such as TD Institutional.

Analysts estimate Bunnings will account for at least 50 per cent of Wesfarmers» earnings and about 60 per cent of its value after Coles is demerged and the sale of the coal assets is completed.

* Note that if you have an existing IRA at Fidelity, you can roll your assets into that account (see the next question).

A lawsuit filed in court on December 15, 2016, alleges that Paul Vernon, former CEO and principal operator of Cryptsy, a money services business, and virtual currency exchange, stole an estimated $ 8.2 million in customer assets through accounts maintained at Coinbase.