Sentences with phrase «account owner purchased»

For example, if the original account owner purchased an annuity for $ 100,000 and then passed away when the value was worth $ 150,000, the gain of $ 50,000 is taxed as ordinary income to the beneficiary.
Reinstatement Privilege If all or a part of an Account Owner's Class A Units in the Advisor Plan are redeemed in connection with a withdrawal or transfer, and the Account Owner purchased the Class A Units subject to an Initial Sales Charge or paid a CDSC on their redemption, the Account Owner may reinvest an amount equal to all or a portion of the redemption proceeds in Class A Units of the same Investment Portfolio or any other Investment Portfolio at the Net Unit Value, without the imposition of an Initial Sales Charge, next determined after receipt in good order of the contribution, provided that such reinvestment is made within one year of the withdrawal or transfer.
For example, if the original account owner purchased an annuity for $ 100,000 and then passed away when the value was worth $ 150,000, the gain of $ 50,000 is taxed as ordinary income to the beneficiary.
For example, if the original account owner purchased an annuity for $ 100,000 and then passed away when the value was worth $ 150,000, the gain of $ 50,000 is taxed as ordinary income to the beneficiary.
When an Account Owner purchases Class A Units, the applicable Initial Sales Charge is deducted from the dollar amount of the contribution.
While there is no initial sale charge when an Account Owner purchases Class A Units in the Principal Plus Interest Portfolio, if Class A Units in the Principal Plus Interest Portfolio are subsequently exchanged for Class A Units in another Investment Portfolio, the exchange will be subject to an Initial Sales Charge.
However, if the Account Owner purchases Class C Units of an Investment Portfolio (other than the Principal Plus Portfolio) and later exchanges those Units for Class C Units of the Principal Plus Interest Portfolio, and then subsequently redeems the Units of the Principal Plus Interest Portfolio within 6 months of the original purchase, a CDSC will apply.

Not exact matches

While real estate is on sale, and buyers struggle to fund transactions, self - directed account owners are purchasing property in their IRAs and 401 (k) s.
For example, American Express, MasterCard and Visa business cards all offer annual and quarterly purchase summaries, fraud programs that protect business owners against employee misuse, credit limits as high as $ 100,000, online account management, and discounts on business services such as shipping, car rentals and computer equipment.
Small business owners don't need to purchase expensive business accounting software programs or spend hours lost in complicated reports.
A ROBS lets a business owner use money from her 401 (k) account without paying early withdrawal penalties or taxes on the money to start or purchase a business.
Here at Sprinter of Hoffman Estates, we know that local Schaumburg and Hoffman Estates area business owners take into account the total cost of ownership when purchasing a new commercial vehicle.
It is very likely that thousands of Nook owners in the United Kingdom are not going to register for an Adobe Digital Editions account and take the time to sync all of their purchases from their PC to their e-Reader or tablet.
Really, Nook owners ought to hope the business gets sold to Kobo because perhaps there's a way to integrate their devices / accounts without forcing them to purchase a new device.
Statistically they account for less than 25 % in the United States and 69 % of e-book owners said they have purchased all of the books in their collection.
Adding insult to injury, a Codex Group survey from November 2010 found that even iPad owners were buying more e-books from Amazon (which can be read on Amazon's Kindle for iPad app) than from the iBook Store: Amazon e-books accounted for 40 % of iPad users» purchases, while Apple e-books were 29 %.
The DRM rules of the Reader allowed any purchased e-book to be read on up to six devices, at least one of which must be a personal computer running Windows or Mac OS X. Although the owner could not share purchased eBooks on others» devices and accounts, the ability to register five Readers to a single account and share books accordingly was a possible workaround.
Forrester Research reported that online purchases made on tablets now account for 20 percent of all mobile e-commerce sales, and that almost 60 percent of tablet owners have used them to shop.
I think that kindle owners who resist buying from Amazon, all other things being equal, do so for ideological reasons, or fears of having their purchases yanked from their account as in the 1984 fiasco.
Tally.ERP 9 is intended to provide business owners with a reliable software solution for managing their accounts, inventory entries, transactions, sales and purchases within a user - friendly environment.
A ROBS lets a business owner use money from her 401 (k) account without paying early withdrawal penalties or taxes on the money to start or purchase a business.
As an authorized user, you're able to purchase items on the card as if you were the actual account holder (some credit cards allow the account owner to set lower credit limits for an authorized user).
O'Brien says: «However, if there is nothing in writing, or if the lower rate only applied to her then - existing balance, and she has charged new purchases since then, the new account owner may have the right to raise the rate on the new purchases
A majority of those accounts discussed so far in my articles was regular checking accounts that don't give account owners much other than those traditional functions like paying bills and making purchases with an associated debit / check card.
In some cases, IRA owners will purchase an immediate lifetime annuity with all or a portion of their qualified account.
Rights of Accumulation Account Owners who have already invested in Class A or Class C Units in the Advisor Plan and are making additional contributions for Class A Units in the Advisor Plan may qualify for a discount on the Initial Sales Charge otherwise applicable to the purchase of Class A Units.
Just one bounced check written on an account that does not have sufficient funds to cover the purchase can end up costing the account owner more than $ 100 in fees, and possibly lead to prosecution for theft by deception in many states.
The primary eligibility requirement for all HSAs is that the owner of an HSA account must be enrolled in a high - deductible health insurance plan, either individually purchased or provided through his or her employer.
For clarification, the First Purchase Bonus and Spend Bonus (collectively referred to as the «New Account Bonus») are awarded solely based on transaction activity made with the business owner's Account.
One Radisson RewardsTM Visa ® Reward Card Free Night E-Certificate («E-Cert») is available for the business owner / authorized officer if you charged US $ 10,000 or more in Net Purchases (purchases minus credits and returns) on the Account during the 12 - month statement cycle period immediately prior to the annual anniversary of your Account openPurchases (purchases minus credits and returns) on the Account during the 12 - month statement cycle period immediately prior to the annual anniversary of your Account openpurchases minus credits and returns) on the Account during the 12 - month statement cycle period immediately prior to the annual anniversary of your Account opening date.
account [top] An account represents a relationship between a company (the account owner) and consumer, where the consumer purchases a product or service in such a way that represents the transfer of money over time.
We may restrict Account owners or Accounts that engage in excessive or disruptive trading from making mutual fund purchases.
Some account owners use their accumulated HSA funds to purchase long term care insurance.
An account owner must hold all shares of an ETF position purchased for a minimum of THIRTY (30) calendar days without selling to avoid a short — term trading fee where applicable.
As an account owner, you can also convert paper savings bonds purchased as gifts for someone else, or bonds you have obtained through inheritance or other change in ownership.
Keep in mind the miles earned go to the business owner's AAdvantage account, not the individual employee making the purchases.
Applicants must be approved for either the FlexPerks Travel Rewards Visa Signature or FlexPerks Business Edge Travel Rewards card and make a minimum of one net purchase to the Account Owner's individual account by September 30, 2016, to receive the Visa Rio Bonus FlexAccount Owner's individual account by September 30, 2016, to receive the Visa Rio Bonus Flexaccount by September 30, 2016, to receive the Visa Rio Bonus FlexPoints.
We'll also offer each business owner 80,000 bonus points After they've spent $ 5,000 on purchases in the first 3 months from account opening.
When Samsung owners use the app to make a payment instead of directly with a card, they'll receive up to 4 rewards points on every purchase — in addition to the miles, points or cash back linked to the card in the user's Samsung Pay account.
Shinobi Refle: Senran Kagura and its DLC content are currently available for purchase through the Japanese Nintendo Switch eShop: To create a Japanese Switch account, simply create a clone account of the current profile, but select «Japan» as the primary region; if Nintendo Switch owners are not equipped with a debit / credit card or PayPal account enabled for international purchase, they must first purchase a Japanese eShop voucher for either 1,000 y, 3,000 y or 5,000 y.
Owners of polluting power plants purchase the allowances, or trade for them in the market, to account for their emissions.
A product (computer) was purchased in a EU country, from a EU retailer, by a EU citizen, and paid for from a EU bank account, but is currently being used outside the EU (in Asia) because the owner is...
This rider allow the owner to direct dividends into a separate account and purchase amounts of single premium variable life insurance.»
Account Owners who purchase their subscription to the Marvel Unlimited Service through in - App subscription with a third party will not be able to access the Marvel Unlimited Service via the Website unless they create a Marvel Account and link their Marvel Account to their purchase through the third party service within the App.
Account Owners who purchase their subscription through in - App subscription must be signed into their account on the applicable third party platform in order to access the Marvel Unlimited Service or the CAccount Owners who purchase their subscription through in - App subscription must be signed into their account on the applicable third party platform in order to access the Marvel Unlimited Service or the Caccount on the applicable third party platform in order to access the Marvel Unlimited Service or the Content.
Starting now, Nintendo console owners can use PayPal to top up their eShop account, as well as purchase games and other content.
In the past, speakers could be triggered by phrases heard on nearby TVs to make purchases and bill them to their owners accounts, though companies like Amazon have taken steps to patch these bugs.
Provided that you also purchased the $ 79 August Connect, you can grant, change or remove access via the owner account from anywhere using the app.
As mentioned in the media section, the Desire C comes with 7 Digital, a music store allowing you to purchase and download your favourite tracks, and the Dropbox app goes hand in hand with the free 25 GB account given to all HTC owners.
Selected accomplishments: • Increased efficiencies & reduced production turnaround time 25 % by utilizing functional prioritization • Reduced cancelled orders 30 % and salvaged the threatened loss of key accounts by initiating daily and weekly communications reports and focusing on personalized client supervision • Recognized Client Relationship Specialist and preferred project manager by major national accounts • Key contributor in improvement of inter-departmental project flow by assisting in the establishment of real - time based deadlines for order entry and job order release • Improved office efficiency by initiating purchase order requirements and pre-production checklists implemented by company president for use throughout customer service department and included in new client information packets • Strengthened inter-departmental relationships by practicing team focused recognition and open communication • Won the respect of all department managers, company president and owner as recognized by receiving MVP employee of the quarter award January 2007Page TwoMarketing Manager, Company Name7 / 2002 — 7 / 2004Created and implemented successful internal and external store marketing programs.
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