Sentences with phrase «advantaged growth»

In a nutshell, if you put too much $ $ $ into a whole life policy all at once, you lose the tax advantaged growth that is available.

In retrospect that tactic sounds obvious (why wouldn't I let my money continue tax - advantaged growth for as long as possible?)

Time is inescapable, costs are very low in a properly structured plan, and the fact that you have to pay for the asset with after - tax dollars is the price paid to receive the tax - advantaged growth.

Individual retirement accounts (IRAs) are available to bolster your strategy and offer independence and tax - advantaged growth even if you don't have an employer - sponsored plan.

In a nutshell, if you put too much $ $ $ into a whole life policy all at once, you lose the tax advantaged growth that is available.

The idea is similar to a Roth conversion, moving taxable dollars to a tax advantaged growth strategy.

So whether the dividend is withdrawn as cash or rolled back into the policy, favorable tax treatment allows for more compounding tax advantaged growth.

In addition, there may be a significant cash value in your old policy that is getting the tax advantaged growth that permanent life insurance offers (perhaps the reason you chose this policy in the first place).

But I'd say the higher priority should be getting money into a tax - advantaged retirement account (a 401 (k) / 403 (b) / IRA), because the tax - advantaged growth of those accounts makes their long - term return far greater than whatever you're paying on your mortgage, and they provide more benefit (tax - advantaged growth) the earlier you invest in them, so doing that now instead of paying off the house quicker is probably going to be better for you financially, even if it doesn't provide the emotional payoff.

To help preserve tax - advantaged growth of earnings and gain better control of your retirement assets, you can rollover retirement savings from workplace plans of former employers into Traditional or Roth IRAs.

Similar to 401 (k) plans, investments in Traditional and Roth IRAs have the potential for tax - advantaged growth.

Not exact matches

We believe this advantaged position over Google, the company's only real competitor, justifies our forecasts for revenue and EPS (earnings per share) growth of 25 % and 44 % respectively for FY (fiscal year) 2015.

Tax - advantaged retirement plans such as 401 (k) s and IRAs (Traditional or Roth) are considered tax shelters because they allow individuals either to contribute pretax dollars, get tax - deferred growth on their investments and pay tax on distributions in retirement — or contribute post-tax dollars, get tax - deferred growth and take tax - free distributions in retirement.

For example, when you have a mix of accounts and products with different tax treatments you can increase the impact of the tax advantaged accounts through «tax - efficient asset location,» where investments are sourced per account according to their growth potential and relative tax efficiency.

In our recent article for Education Next, «Choosing the Right Growth Measure,» we laid out an argument for why we believe a proportional growth measure that levels the playing field between advantaged and disadvantaged schools (represented in the article by a two - step value - added model) is the best choice for use in state and district accountability syGrowth Measure,» we laid out an argument for why we believe a proportional growth measure that levels the playing field between advantaged and disadvantaged schools (represented in the article by a two - step value - added model) is the best choice for use in state and district accountability sygrowth measure that levels the playing field between advantaged and disadvantaged schools (represented in the article by a two - step value - added model) is the best choice for use in state and district accountability systems.

The results of this approach may also be biased in favor of schools serving more advantaged students if the test - score growth of disadvantaged students differs in ways not captured by the value - added model.

If the measures are insufficient and the academic growth of disadvantaged students is lower than that of more advantaged students in ways not captured by the model, the one - step value - added approach will be biased in favor of high - SES schools at the expense of low - SES schools.

On average, more educated and advantaged parents have children with greater vocabulary skills and faster vocabulary growth during early childhood than less educated and advantaged parents (Hart & Risley, 1995; Hoff, 2003).

Experts said that any potential growth in America's «achievement gap» between advantaged and disadvantaged kids could be the result of recent economic trends.

In conversion charters, the type of school with the most advantaged student population, the effects on test score growth were negative and significant for all four cohorts.

Despite serving a more advantaged student population than traditional public schools in LAUSD, charter effects on student test score growth were unimpressive.

Surprisingly, the schools that maximize the annual achievement growth of their students are in many cases not the ones with the advantaged students, the most resources, and the highest test scores.

And that research shows LA elementary and middle charter schools, which currently work with a more advantaged population of students, achieving notably higher test score growth than district schools.

The money invested in the account is tax advantaged, and any growth from those investments is tax free for the student when used for qualifying educational expenses.

Instead of buying another rental, I've focused my efforts more toward tax advantaged investments and even more dividend growth stocks.

I agree with the author when he states «there is a strong preference for holding income - oriented investments in tax - advantaged accounts and holding growth - oriented investments in taxable accounts» Following that reasoning, it would seem preferable to put cash and taxable bond, which are taxed as ordinary income, into a tax advantaged accounts and putting equities (beyond what can be stashed in tax advantaged accounts) into taxable accounts where they can benefit from lower capital gains and qualified dividend tax rates.

Claymore Equal Weight Banc & Lifeco (CEW) Claymore 1 - 5 Yr Laddered Government Bond (CLF) Claymore 1 - 5 Yr Laddered Corporate Bond (CBO) Claymore Advantaged Canadian Bond (CAB) Claymore S&P / TSX CDN Preferred Share (CPD) Claymore Balanced Income CorePortfolio (CBD) Claymore Balanced Growth CorePortfolio (CBN)

In my role as a financial writer and editor, I specializes in unique, overlooked investment strategies, growth with income stocks, imaginative investment themes, tax - advantaged themes, risk management, technologies to capture gains and reduce losses, real estate related opportunities, effective wealth preservation techniques, and the use of ETFs for diversification and asset allocation.

In the first phase, you'll invest 15 % of your gross income in good growth stock mutual funds through tax - advantaged retirement savings plans such as your employer's 401 (k) and a Roth IRA.

Repaying the cash value in your policy allows it to exponentially grow, allowing more cash value, more guaranteed growth, more tax advantaged dividends, growing death benefit and essentially a compounding AND EVER EXPANDING SAFE BUCKET to provide greater means to pursue, higher risk, higher return investments... and the strategy compounds and grows and grows and compounds.

A 529 plan is an education savings plan with investment options that is tax - advantaged.4, 5 If you want, you can absolutely transfer your Upromise account earnings into an eligible 529 plan account so they can be professionally managed and enjoy growth potential.

I supplement long - term coverage with a whole life policy that has more growth and tax - advantaged features.

She specialises in advising clients on the design, implementation and compliance of UK and global employee incentive arrangements including long term incentive plans, all - employee share plans, HMRC tax - advantaged plans, management incentive plans and growth share and joint ownership plans.

While living, you can count on level premiums, level (or growing) death benefits, cash growth in a tax advantaged way, access to that cash when needed or intended, additional dividends or even growth through stock markets, and more.

The policy growth occurs in a tax advantaged environment, it offers liquidity and security, all of which you will struggle to find elsewhere.

I supplement long - term coverage with a whole life policy that has more growth and tax - advantaged features.

Their reasons for investing in real estate include the desire to diversify their investment portfolios; benefit from long - term, tax - advantaged market value growth; and generate an ongoing revenue stream while they own the asset.