The phrase
"accumulation phase" refers to a period of time when someone is saving or accumulating money or assets for a specific purpose or goal, such as retirement or buying a house.
Full definition
Life insurance was initially designed to protect the income of families, particularly young families in the
wealth accumulation phase, in the event of the head of household's death.
Your «
accumulation phase value» is the total amount of super benefits that would be payable if you had voluntarily ceased a super interest at the time of calculation.
Kate has her own
accumulation phase interest ($ 500,000) in the Kate SMSF and wishes to consolidate all of her superannuation entitlements.
When I began my
initial accumulation phase of the portfolio I had anticipated a timeline of 2 - 3 years to secure positions in my targeted stocks, but after cannibalizing my Value Portfolio after some serious though I've accomplished nearly all my objectives in half the time.
However, I am still in the very
early accumulation phase and I think any drop in the market can be easily remedied by my continuous income contribution.
We recognise that individuals and funds did what they believed was a valid option to prepare for the changes, and we are looking to provide a PCG clarifying that we will not undertake compliance action where someone has rolled a death benefit income stream to
accumulation phase under the current law.
The chart below compares the two accounts using historical returns for the first 15 years (
accumulation phase of the FIA), and projected returns thereafter (withdrawal phase for the FIA).
I've got many contingencies for while I'm in my
wealth accumulation phase, but I need to spend more time thinking about how to better protect my assets once I reach the wealth preservation stage.
This professional can help you determine how much you will need to pull out of a qualified retirement plan versus spending non-qualified assets, the timing of optimizing your Social Security benefits and annuity contracts, determining an appropriate asset spending rate and the transition from
an accumulation phase to a distribution phase.
In
the accumulation phase, Canadians with a corporation need to be drawing sufficient salary to contribute to and increase entitlement to the Canada Pension Plan (CPP) retirement pension.
This means that investors in
the accumulation phase should be praying for lower prices, while retired investors should largely ignore stock prices and focus on the stability of their dividend income stream.
Right now, being in the very early years of
the accumulation phase I am comfortable not being diversified.
Even though this will put my portfolio very overweight in the energy sector, I'm comfortable not being too diversified right now in the very early years of
the accumulation phase of investing.
We're in our early 30s too, toying with just going all in to VTSAX as Jim Collins suggests for the «
accumulation phase» — do you have any recommendations?
My husband and I actually both have the option of VTSAX in our 403b / 401k in addition to the Target funds — do you think we should switch to this since we are in
the accumulation phase or keep it as is?
Anything over the max, I would buy VTSAX during
the accumulation phase.
If an investor has any money on the sidelines, or are still in
the accumulation phase of life, there's a great opportunity after a stock market correction to invest in equities while stocks are on sale, Westerman said.
This includes recognising market tops, distribution and
accumulation phases and whether, overall, we're currently in a bear or bull market.
A reasonable amount of volatility has provided some reasonable prices for investors still in
the accumulation phase of investing.
Especially investors like me, who are still in
their accumulation phase, can find great entry opportunities thanks to falling stock prices.
This goes double since you're young, in
the accumulation phase, and can afford to invest in riskier assets (like me!)
If one is in the unfortunate situation of not having much of an ISA / Pension built up (say they worked abroad for several years and relocated back to the UK) and let us say they are on high income (40 % tax band) and are in
the accumulation phase.
I don't mind being rather overweight to a sector as i'm in
the accumulation phase.
For one, millennials are in
the accumulation phase, said Marla Mason, a certified financial planner and vice president of the Colorado - based brokerage firm America's Retirement Store.
Since we are in
accumulation phase, I buy the asset class that has deviated most from the target when a buy will cost only 0.5 %.
An accumulation phase where the training volume is enormous can warrant carbs intra and even pre-workout.
I was told I need to do
an accumulation phase?
When you roll over all or part of your member's super to a super plan with another fund from which an income stream will be paid (for example, when they move from
an accumulation phase in your fund to a pension phase in another).
Now that I just entered
the accumulation phase, I want to apply that same % that was going to debt to wealth building (wealth snowball).
Phrases with «accumulation phase»