Sentences with phrase «as lump sum distributions»

The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances.

Not exact matches

As a lump - sum distribution, the PLOP is fully taxable, unless it is rolled over to a qualified plan or IRA and, like monthly benefits, may be subject to court orders, such as division of property orders and support withholding orders, if applicablAs a lump - sum distribution, the PLOP is fully taxable, unless it is rolled over to a qualified plan or IRA and, like monthly benefits, may be subject to court orders, such as division of property orders and support withholding orders, if applicablas division of property orders and support withholding orders, if applicable.

A lump - sum direct rollover distribution whereby all accrued benefits, plus interest and investment earnings, are paid from the participant's account directly to an eligible retirement plan as defined in s. 402 (c)(8)(B) of the Internal Revenue Code, on behalf of the participant;

Most fixed annuities have two phases: the accumulation phase, during which your investments have the potential to grow tax - deferred and the distribution phase (also known as annuitization), during which you receive income payments or a lump - sum payment.

Most variable annuities have two phases: the accumulation phase, in which your investments have the potential to grow tax - deferred, and the distribution phase (also known as annuitization), in which you receive income payments or a lump - sum payment.

A type of individual retirement account that you fund with a lump - sum distribution from your IRA, employer's retirement plan such as a 401 (k), when you change jobs or when you retire.

You can receive regular periodic distributions on a schedule that is calculated based on your life expectancy, or you can collect your entire investment as a lump sum.

«As an alternative to the monthly annuity benefit these plans are required to offer... DB plans added lump sum distributions, often as a means of encouraging early retirement initiatives that became popular in the 1990As an alternative to the monthly annuity benefit these plans are required to offer... DB plans added lump sum distributions, often as a means of encouraging early retirement initiatives that became popular in the 1990as a means of encouraging early retirement initiatives that became popular in the 1990s.

You can elect to withdraw the assets as a lump sum and be taxed on the entire value of the fund or you can set up a minimum distribution schedule based on your life expectancy.

The advantage of a lump - sum distribution is that you can spend or invest the balance as you wish.

Participants can choose to take distributions as a lump sum, annual installments or as an annuity.

Lump sum payments, assumption of debt, a distribution from assets, paying third parties (such as the mortgage bank) on behalf of the recipient spouse, are some of the creative ways alimony can be managed.