Sentences with phrase «as wealth transfer»

About Blog Insights, tips, and legislative updates on complex financial planning topics such as wealth transfer, tax and inflation risk, and retirement income planning.

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

About Blog Insights, tips, and legislative updates on complex financial planning topics such as wealth transfer, tax and inflation risk, and retirement income planning.

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

Not exact matches

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

A transfer of ownership or management could happen on a timeline as planned, or come as a result of sudden or unforeseen circumstances,» said John Thiel, head of Merrill Lynch Wealth Management.

If you were to go elsewhere to get most of the services Wealthfront, such as tax - loss harvesting, Direct Indexing, Tailored Transfers and Sellling Plan, you'd likely have to hire a private wealth manager who requires million dollar minimums.

If the global economy were to recover much more quickly than most of us expect, and, much more importantly, if Beijing were to initiate a far more aggressive program of privatization and wealth transfer than I think politically possible, perhaps transferring in the first few years the equivalent of as much as 2 - 5 % of GDP, the surge in household income could unleash much stronger consumption growth than we have seen in the past.

First, substantial direct or indirect wealth transfers from the state sector to Chinese households will unleash a surge in household consumption as household income rises (and because the interest on bank deposits is an important source of income for most middle and lower middle class households, if the authorities reduce interest rates, as struggling borrowers are demanding, China actually moves in the wrong direction).

But closing down unnecessary capacity can pay for itself, even if unemployed workers are temporarily put on the government payroll (causing debt to rise, but usually by less than it had before), but only temporarily as Beijing takes other measures to boost household income through wealth transfers from the state and so to boost consumption, a form of demand which is likely to be more labor intensive than the demand created in the process of over-capacity.

Mr. Draghi sought to overcome resistance from German members of the governing council and the broader German public, which regards quantitative easing as a form of wealth transfer to countries like Italy.

Unless China is able, very improbably as I have argued, to reform the financial sector deeply enough and quickly enough, the cost of a more competitive (i.e. more highly subsidized) export sector is ultimately a rise in the debt burden, unless of course Beijing is willing to tolerate higher unemployment or to implement greater wealth transfers from the state to the household sector.

According to this model, a small amount of deceleration in credit growth can occur as additional credit efficiency is squeezed out of the system, but without a sharp decline in GDP growth, substantial and sustainable credit growth deceleration can not occur except after a major transformation of China's growth model, one condition of which is net wealth transfers from local governments to median households of at least one to two percentage points of GDP annually.

Most people in BC don't realize that the BC Government introduced the PTT (property transfer tax) in 1987 as a wealth tax.

The financial industry faces three main challenges — mounting regulatory pressure and industry disruptors in the form of Wealthfront and Betterment (Investment service), as well as risks to financial advisors from the great wealth transfer.

Survivorship Builder is a single policy covering two lives that pays the death benefit upon the second insured's death — an option that might prove beneficial to some, such as, providing an income tax free death benefit, liquidity for estate taxes and wealth transfer and supplemental income needs.

The knowledgeable and experienced senior residents at the PNC Center offer expertise in key areas that may apply to your life, such as strategic philanthropy, transferring family wealth, or business continuity and succession.

However, the wealth management industry could face a major upheaval in the coming years with an unprecedented intergenerational wealth transfer as baby boomers begin to pass down money to their children.

Instead, the technical and emotional guidance that only a trusted, human advisor (as opposed to robo - advisors, for instance) can offer to investors who are attempting to undertake the complex job of coordinating the accumulation, distribution and transfer of their wealth, is invaluable — particularly in an environment that is likely to deliver lower returns and higher volatility than investors have grown accustomed to recently.

Fortunately, there are a number of strategies you can utilize to soften the blow, particularly before major life events such as selling your business or transferring wealth to future generations.

What conservatives and libertarians are most animated about nowadays is the abuse of public - good authority, particularly as such authority has been misused for a very long time to tax and spend, not generally on public goods like defense but on wealth - transfer programs, such as social security, Medicare and Medicaid, and other entitlements — the kinds of programs, in other words, that have effectively bankrupted Greece, are threatening to bankrupt several other European nations, and are undermining the European Monetary Union.

A massive transfer of wealth to the poor may be demanded as the price of saving some large city from nuclear holocaust.2

No doubt the shareholders in Woolworths and Wesfarmers will become alarmed as their wealth is transferred off to Germany.

For all these reasons mentioned, Julio Cesar would be a fantastic addition to the Arsenal squad, bringing a wealth of experience and a winning mentality, as well as being available for a cut - price transfer fee and acceptable wages.

It is increasingly difficult to find good value in the transfer market these days as the wealth sloshing around in the game means that most clubs can command top dollar fees for their best players.

If you already accept taxation in general as ethical then you should recognize that any transfer of wealth between two parties could (or indeed aught to) be taxed.

As for the wealth transfer, you might want to quote CBO numbers showing the increased spending under the ACA.

It was the transfer of Nigeria's wealth through the patronage system to Obasanjo's allies in a move that typified the highest character of the «free market» — crony capitalism, as distinct from «state capitalism.»

The authors suggest that wealthy black parents are less able to transfer wealth to their kids than their white counterparts, perhaps, due in part to having fewer liquid assets such as stocks, bonds and savings, which can be passed down more easily to the next generation.

There's also going to be a tremendous transfer of wealth in the not - too - distant future [as aging farmers pass land to their children or others].

Such protections also act as an intergenerational wealth transfer from younger to older workers.

In other words, the pension system, as it works in Missouri and in many other states, transfers wealth from lower - income professionals to higher - income professionals.

Finally, regardless of how much meaning we attach to this comparison, it's a prime example of how pensions are serving as an inter-generational transfer of wealth.

«outright transfer from the City's general fund to San Francisco Unified School District (is)(very uncommon),» but most elected city officials are not in the business of transferring the wealth of one governmental entity to another unless they're constitutional obligated to do so, as with PEEF.

Many of the Takumi and skilled workers who built the LFA transferred to the LC project, bringing with them a wealth of knowledge and experience, particularly in areas such as the handling of carbon fiber components and hand - finishing.

We typically think of life insurance as the transfer of wealth at death, but did you know that it can also be used to transfer wealth during life in a tax efficient manner?

In the case of a private company, assets are transferred at current fair market value for shares of equal value in the private company; the heirs become shareholders and their wealth rises as the shares rise, while the founder's shares no longer rise in value.

Meanwhile, you can use permanent life insurance to help manage federal and state estate taxes, or as an efficient way to transfer wealth to heirs.

The right policy and amount of coverage depends on your needs — such as the amount of income you'd want to provide a surviving spouse, expenses to cover, charitable giving, or wealth transfer goals.

Survivorship Builder is a single policy covering two lives that pays the death benefit upon the second insured's death — an option that might prove beneficial to some, such as, providing an income tax free death benefit, liquidity for estate taxes and wealth transfer and supplemental income needs.

That is why for large estates, having a plan in place to protect your assets, such as utilizing an irrevocable life insurance trust, is a great way to protect your wealth transfer from Uncle Sam.

GE Life and Annuity Assurance Company is one of the GE Financial Assurance family of companies providing financial security solutions for wealth accumulation and transfer as well as lifestyle protection.

Wealth transfer — Life insurance can be used as a tool to help pass assets to beneficiaries for maximum tax efficiency.

The Sandwich Generation was predicted to receive the largest transfer of wealth in history, as the Greatest Generation passed on their assets.

Please ensure that you have only selected «Cash Only» as the transfer request type; Nest Wealth does not accept «In Kind» transfers.

Visit this center for ideas to help your clients with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement.

Unmarried couples are not afforded many automatic protections such as legal and property rights, medical decision - making, and wealth transfer

We can help recommend life insurance coverage to protect your family as well as policies that reduce inheritance taxes and efficiently transfer wealth between generations.

To accomplish this goal, we use a unique combination of financial tools and investment strategies based around key life events such as retirement and business succession, to assist you with the accumulation, growth, management, preservation and transfer of your wealth.

Carol D. Winslow, what should the investors whose capital you manage at Channel Medical Partners LP conclude about your acumen and values as a business person if you continue to sit passively by while Northstar's management transfers the wealth of its investors into the bank accounts of its executives without creating any positive equity value whatsoever?