Sentences with phrase «account for investment purposes»

A type of Permanent Life insurance that allows some or all of the premium payments to be held in a separate account for investment purposes.

A type of permanent life Insurance that allows some or all of the premium payments to be held in a separate account for investment purposes.

A type of permanent life Insurance that allows some or all of the premium payments to be held in a separate account for investment purposes.

A type of Permanent Life insurance that allows some or all of the premium payments to be held in a separate account for investment purposes.

Not exact matches

Setting a $ 600 exemption would not affect people buying or selling digital currency for investment purposes, which accounts for the overwhelming majority of bitcoin traffic, Skarlatos said.

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).

This chart is for illustrative purposes only and does not predict or depict the portfolio's asset allocation, investment selection / types of investments, or percent holdings the account can invest in.

This web page is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

Despite having a hefty amount in CDs, I'm still aiming to maintain a $ 100,000 liquid savings account earning just 1 % for future investment and insurance purposes.

«The Clerk Trust account exists solely for the purpose of creating new revenue for Erie County through investment of idle funds, certainly not for the purpose of creating new patronage jobs for the clerk's office,» Poloncarz said.

Individual Investment Account: An individual investment account is simply an investment account that you hold for purposes besides rInvestment Account: An individual investment account is simply an investment account that you hold for purposes besides retiAccount: An individual investment account is simply an investment account that you hold for purposes besides rinvestment account is simply an investment account that you hold for purposes besides retiaccount is simply an investment account that you hold for purposes besides rinvestment account that you hold for purposes besides retiaccount that you hold for purposes besides retirement.

As part of an ongoing study, Dalbar Canada, a leading financial services research firm, is gathering feedback from Canadian retail investors for the purpose of improving the content and design of financial investment statements (including RSP, pension, non-registered account statements, insurance etc) commonly used by Canadians.

This chart is for illustrative purposes only and does not predict or depict the portfolio's asset allocation, investment selection / types of investments, or percent holdings the account can invest in.

You may hold covered and noncovered securities in the same investment account, but for tax purposes they'll be treated as if they were in two separate accounts.

«If you have investments in taxable accounts that are worth less than you paid for them, you may be able to realize those losses for tax purposes without affecting your allocation,» said Curry.

The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may include, or be derived from, account information provided by your financial advisor which can not be verified by Morningstar, (3) may not be copied or redistributed, (4) do not constitute investment advice offered by Morningstar, (5) are provided solely for information purposes and therefore are not an offer to buy or sell a security, and (6) are not warranted to be correct, complete, or accurate.

For the purpose of making the first investment to your trading account, you can either use wire transfer or a credit card to deposit an amount that is equal to or greater than the minimum deposit amount imposed by the broker.

This information is provided for informational purposes only and is not intended to provide specific financial, investment, tax, legal or accounting advice.

The number one perk of these savings accounts is that the earnings from the investment as well as any withdrawals from the account are not taxable for federal income tax purposes.

This information is general in nature, is provided for educational purposes only, and should not be interpreted as accounting, financial planning, investment, legal or tax advice or relied on for any decisions you may make.

The Information in the Asset Allocation Tool is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you.

The content presented on our website is for informational purposes only, and is not, and must not be, considered investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action.

SEP IRA accounts are treated like traditional IRAs for tax purposes and allow the same investment options.

When you buy a stock in a non-registered, taxable investment account, your cost for tax purposes is your original investment.

A: Indeed, the U.S. does not consider a TFSA to be any special type of account for tax sheltering purposes, so from their perspective, it's a regular investment account and the income earned would be investment income which, as a U.S. citizen, you must report to the IRS on your U.S. tax return.

Investment accounts are used for a totally different purpose

A savings account is better for long - term investment purposes.

I received a letter from my brokerage that they miscalculated the interest, and putt back the money in my investment account my question is for tax purpose what should this amount of money that I paid before as an interest be considered after I got it back Interest income, so it will all taxes or capital gain so 50 % will be taxed, or it was calculated in my tax calculation for year2009

This information is provided for informational purposes only and is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard or be considered predictive of any future market performance.

One other advantage of a 529 versus a simple investment account (like an UGMA / UTMA) is that the treatment for the purposes of financial aid is more advantageous (FinAid.org).

You need records for accounting and tax purposes and to assess the performance of your investments.

The interest expense when you borrow money, either through your margin account, an investment loan or a line of credit, and use it for the purpose of earning investment income is generally tax deductible.

Bottom Line, Inc. publishes the opinions of expert authorities in many fields These opinions are for educational and illustrative purposes only and should not be considered as either individual advice or as a substitute for legal, accounting, investment, medical and other professional services intended to suit your specific personal needs.

Faced with a substantial decline in the MIP's market value, and with resulting pressure from the wrap providers — which were exposed to liability in the event of significant MIP fund withdrawals — Fidelity responded by adopting an unduly conservative investment strategy that was contrary to the purposes of stable value fund investing, agreeing to allow the wrap providers to charge excessive fees, and charging excessive fees for its own account.

For investment purposes, we offer tax - deferred fixed annuity investments, equity - indexed annuity plans, immediate (income generating) annuities, guaranteed income riders, structured settlements, and structured sale accounts.

For our purposes, we're going to focus on investments you can choose in your brokerage account, or in your retirement plan at work.

Investments accounts that are treated differently for tax purpose fall into three major categories: (1) Taxed When Withdrawn, (2) Taxed Before Deposited (but never again) and (3) Conditionally Taxed.

In fact, arguably when thinking about a retirement portfolio, it's better to think in terms of «retirement cash flows» than retirement income, as what constitutes «income» for investment purposes (interest and dividends, but not principal) is different than what constitutes «income» for tax purposes (as interest and dividends might be tax - free coming from a Roth, while principal may be fully taxable if withdrawn from a pre-tax retirement account).

Large industrial and gas customers can receive self - directed funds from their utility's clean energy investment account for these purposes.

Please note that this this guide is NOT intended as financial, legal, investment, accounting or tax advice, and is for informational purposes only.

Kept accounting records for each owner for tax purposes, including obtaining title to an investment property.

The most important rule is that exchanges can only be for investment purposes and not for personal use, and the funds must never be deposited into the investor's personal bank account.

for accounting / tax purposes, talk to an accountant who can advise you on which type of entity is best for each type of investment (land vs income, buy & hold vs flip, etc).