Sentences with phrase «additional dividend payments»

Universal life insurance policies are already paid interest on their cash value, and are not eligible for additional dividend payments.

Not exact matches

Following the initial investment, investors may make additional purchases with optional cash payments and reinvested dividends.

Given those durations, an investor with 15 - 20 years to invest could literally plow their entire portfolio into stocks and long - term bonds, in expectation of very high long - term returns, with the additional comfort that their financial security did not rely on the direction of the markets, thanks to the ability to reinvest generous coupon payments and dividends.

For purposes of calculating Adjusted EPS, the Company excluded this additional preferred dividend payment paid in December 2015 for the quarter ended January 3, 2016 and included it for the quarter ended April 3, 2016.

There are two sources of additional funds that investors need to deploy: dividend payments and new contributions to your investment portfolio (usually generated from employment income).

Dividends can be received in the form of cash payments or they can be invested to purchase additional shares of the stock.

A couple more nutsy - boltsy issues: If you receive any dividends, interest or other distributions paid to you in cash (as opposed to reinvested in your portfolio as additional shares), those payments would be considered part of your withdrawal.

Dividend Re-Investment Plan (DRIP): A program offered by some corporations (particularly investment companies) in which shareholders may opt to use their dividends to purchase additional shares in the corporation in lieu of receiving cash payments.

Accelerator Paid Up Additions Rider: paid up additions allow the purchase of paid up additional life insurance through additional premium payments or dividends.

Distribution or payment of a mutual fund's net income (interest and dividend income less fund expenses) to its shareholders, whether paid in cash or reinvested to purchase additional fund shares.

Another notable distinction of UITs surrounds dividend payments whereby any dividends that the fund receives typically can not be reinvested in additional securities.

Unlike purchasing additional shares the traditional way, dividend reinvestment plans allow you to purchase fractional shares if the amount of your dividend payment is not enough to purchase full shares.

If the current price of a given stock is $ 20, for example, a dividend payment of $ 30 would purchase 1.5 additional shares.

However, the dividend payment day comes and goes, and no additional money shows up in your brokerage account.

There are several advantages to stock market investors who participate: Dividend payments are put to work, transaction costs are eliminated or held to a minimum, and the additional shares are purchased gradually over time — an easy - to - implement form of dollar cost averaging.

When the company issues annual dividends, you can choose whether you want to receive the payment as cash, use it to pay premiums or purchase additional coverage.

But if you're investing through a taxable account, these dividend payments will lead to additional taxes for you.

Additional out - of - pocket payments may be needed if actual dividends or investment returns decrease, if you withdraw policy values, if you take out a loan, or if current charges increase.

A dividend reinvestment plan (DRIP) is a plan is offered by a corporation that allows investors to reinvest their cash dividends into additional shares or fractional shares of the underlying stock on the dividend payment date.

You might get a sudden work bonus, an unexpected cash gift from your favorite aunt, or a nice dividend from a recent investment, these windfalls will really come in handy for shortening your payment periods when you make additional payments.

These dividends remain in the fund until the designated reinvestment or payment date and are distributed to the shareholders, generally once a month, as additional shares or cash, respectively.

They have also extended this service to dividend payments so that clients receiving dividend payments (or making purchases) in US dollars won't have to pay additional conversion fees.

By Jean Folger Many people invest in dividend - paying stocks to take advantage of the steady payments and the opportunity to reinvest the dividends to purchase additional shares of...

Additional out - of - pocket payments may be needed if actual dividends or investment returns decrease, if you withdraw policy cash values, or if current charges increase.

Forms 1040, 1040A & 1040EZ Form 1040 Schedule A — Itemized Deductions Form 1040 Schedule B — Interest and Ordinary Dividends Form 1040 Schedule C — Net Profit or Loss Form 1040 Schedule D — Capital Gains and Losses Form 1040 Schedule E — Supplemental Income and Loss Form 1040 Schedule EIC — Earned Income Credit Form 1040 Schedule F — Profit or Loss from Farming Form 1040 Schedule H — Household Employment Taxes Form 1040 Schedule R — Credit for the Elderly or the Disabled Form 1040 Schedule SE — Self - employment Tax FEC — Foreign Employer Compensation for eFile Form Payment — Form Payment for eFile Form 982 — Reduction of Tax Attributes Due to Discharge of Indebtedness Form 1116 — Foreign Tax Credit (Individual, Estate, or Trust) Form 1310 — Statement of Person Claiming Refund Due a Deceased Taxpayer Form 2106 — Employee Business Expenses Form 2120 — Multiple Support Declaration Form 2441 — Child and Dependent Care Expenses Form 2555 — Foreign Earned Income Form 3800 — General Business Credit Form 3903 — Moving Expenses Form 4137 — Social Security and Medicare tax on Tip Income Form 4562 — Depreciation and Amortization Form 4563 — Exclusion of Income for Bona Fide Residents of American Samoa Form 4684 — Casualties and Thefts Form 4797 — Sales of Business Property Form 4868 — Application for Extension of Time to File U.S. Income Tax Return Form 4952 — Investment Interest Expense Deduction Form 5329 — Additional Taxes Attributable to IRAs, et.

You can pick how you want the dividends to be used: paid out in cash, reduce your premium payments, accumulate interest, or pay for Paid Up Additional insurance (which increases your policy value).

And if you receive any additional cash earnings, dividends or interest payments not part of your portfolio, it counts as «extra money» that you can tack onto your 4 percent plus inflation rate withdrawal.

You often have a variety options to expend your dividend payments such as taking them in cash, repaying any policy loans you may have, reducing your premiums or purchasing additional insurance.

Additional capital will require servicing in terms of dividend payment, which is unnecessary.

These include just only taking the payment in cash, or using the dividend to purchase additional insurance coverage., Because dividends are a return of premium, they are not considered to be taxable income and do not need to be reported on one's income tax return.

The huge advantage of 10 Pay Whole Life is that you no longer have to make premium payments but your cash value and death benefit can continue to grow if you elect to use your dividends to purchase more paid up additional life insurance.

Things like loans, withdrawals, or dividend payments used to buy additional paid up insurance can affect the actual death benefit of permanent forms of life insurance.

Whole life insurance does give the policy owner the option of using dividend payments to purchase additional paid up insurance, so hypothetically a whole life policy can have an increasing death benefit over time if this dividend option is chosen.

Flexible Paid Up Rider: paid up additions allow the purchase of paid up additional whole life insurance through additional premium payments or dividends.

Finally, the dividend payment can be directed towards the purchase of additional paid up whole life insurance.

The whole life policy pays dividends every year, and by purchasing additional paid up insurance, the dividend payment compounds in value and the death benefit rises more and more.

In other words the dividend payment is not taxable when paid if used to purchase additional coverage, only the additional cash value is taxable if withdrawn.

Dividends can be paid in cash, used to reduce your premium payments, left to accumulate at a specified rate of interest or used to purchase paid - up additional insurance which will increase your face amount of coverage.

The dividends can be used to purchase additional paid up insurance, pay premiums (not necessary with an SPL), or be taken as a payment.

If you purchase final expense life insurance early enough in life, and your dividend payments are high enough, you may be able to have your dividend payments cover your cost of insurance and you may not need to make additional payments.

Some people grow their policies by using dividend payments to purchase additional paid up insurance.

Additional out - of - pocket payments may be needed if actual dividends or investment returns decrease, if you withdraw policy values, if you take out a loan, or if current charges increase.

Accelerator Paid Up Additions Rider: paid up additions allow the purchase of paid up additional life insurance through additional premium payments or dividends.

You can do this by making additional premium payments and by using your dividends to buy more coverage.

When the company issues annual dividends, you can choose whether you want to receive the payment as cash, use it to pay premiums or purchase additional coverage.

Although it would be unusual, if a policyowner applies dividends as additional premiums, it is theoretically possible for dividend payments to reach a sufficiently high level soon enough to violate the modified endowment contract (MEC) rules.

Payments of dividends on or of proceeds from the disposition of our common stock made to you may be subject to additional information reporting and backup withholding at a current rate of 28 % unless you establish an exemption, for example, by properly certifying your non-U.S. status on a Form W - 8BEN or another appropriate version of IRS Form W - 8.