Sentences with phrase «against the tax consequences»

He or she can help you weigh the benefits of shifting funds against the tax consequences and other drawbacks.

Not exact matches

I work with clients and their lawyers to help structure deals that work in their best interests, which usually means maximizing the amount they can end up with on a sale, and protecting them against surprise tax consequences.

The fact that the lapse of a life insurance policy with a loan can trigger tax consequences even if there is no (net) cash value remaining is often a surprise for policyowners, and has even created a number of Tax Court cases against the IRS over the yeatax consequences even if there is no (net) cash value remaining is often a surprise for policyowners, and has even created a number of Tax Court cases against the IRS over the yeaTax Court cases against the IRS over the years.

If you need access to the money in your annuity before you start taking an income, you can make a withdrawal, which may have tax consequences, or you may be able to borrow against your deferred annuity, depending on the terms of your policy.

Since a life insurance policy if tax - deferred, the policyholder can borrow against or increase the amount of the policy without paying the taxable consequences.

«Gas prices have continued to increase as governments levy more taxes against something that is a discretionary purchase and that has environmental consequences.»