Sentences with phrase «asset account established»

Separate Account A segregated asset account established to receive and invest variable life insurance or variable annuity premiums into selected Investment Divisions.

Not exact matches

Beneficiaries should be sure to consider all available options and applicable fees and features of each before moving retirement assets, establishing an Inherited IRA, or taking a distribution from any retirement account.

Establishing an account early allows savings to be invested over the course of multiple market cycles, giving assets time to grow and weather market swings.

The Trustee's custodial operations may refuse to accept instructions to transfer Bitcoins to or from the Trust Custody Account if, in the opinion of the Trustee's custodial operations they are or may be contrary to the standards set forth in the Trust Agreement which establish the minimum requirements acceptable for Bitcoins to be deposited into the Trust Custody Account («Good Delivery Standards»), as applicable, contrary to any applicable law, or a threat to the security of the Trust's assets or the Security System storing such Bitcoins on the Trustee's premises.

Mortgage Lender Escrow Requirement Exemption — Vote Passed (294 - 129, 8 Not Voting) The House passed the bill that would exempt lenders with assets of $ 10 billion or less from the 2010 financial regulatory overhaul requirement that such lenders establish escrow accounts for the first five years of so - called «high - priced» mortgage loans, if the lenders hold the loan on its own balance sheet for three years after the loan is made.

Features Establishing a Spending Account to Manage Income During Retirement The retirement spending account: How to obtain an annual income from a savings portfolio that is spread over several different accounts and asset cAccount to Manage Income During Retirement The retirement spending account: How to obtain an annual income from a savings portfolio that is spread over several different accounts and asset caccount: How to obtain an annual income from a savings portfolio that is spread over several different accounts and asset classes.

If the grandparent's intention was to gift the entire account to the grandchild at the time the account was established, the same taxation as gifting the entire asset would apply.

Once you've chosen a new broker and established your new accounts, your new broker will reach out to your previous broker and transfer your assets.

River Road Asset Management was established in 2005 and provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Roth IRA accounts can also help savers establish tax - diversification among retirement assets, which can be used as a tax - smart strategy in retirement.

If you miss the deadline: The IRS may file a Notice of Federal Tax Lien and / or issue a levy against wages, bank accounts or other assets if you don't pay the balance or contact the IRS to establish a payment arrangement within 30 days.

The sale of Capital Asset also included three variable interest entities («VIEs») established in connection with MBIA - insured securitizations of Capital Asset tax liens, which were consolidated within the Company's insurance operations in accordance with Financial Accounting Standards Board («FASB») Interpretation No.

Policyholders retain full control of the assets covered by the guarantee; however, the contract establishes a guaranteed stream of lifetime income if the value of the covered account is depleted through withdrawals or poor market performance.

The account will be established for the benefit of («FBO») one plan participant and may not pool plan assets from other participants in the same account.

Would having an old beater of a car and a small amount (say, $ 1,000) in a bank account in B.C. be enough to establish jurisdiction based on the presumption in s. 10 (a) of the [predecessor legislation], even if all other assets in issue were outside of B.C.?

When you fail to pay the taxes within the time required, the government can then foreclose the account, seize assets, establish a lien, or otherwise place legal burdens on your assets or accounts.

Property accounting on multi-properties, month / year end financial, G / L, A / R, A / P, analyze expenses, payroll, account reconcile, mortgages, assets / liabilities, cash receipts, tenant ledgers, tenant billings, delinquency reports, inter-company reimbursable, leasing management, leases, tenant move in and out, tenant applications, maintenance control, establishing yearly budgets, budget comparison, compliance reports with government assisted properties, vendor 1099's, new construction draw accounting, relationship of residents, unit inspections, and overseeing property management.

Professional Experience Kellogg, Brown & Root (Baghdad, Iraq) 2011 — Present Logistics, Procurement & Supply • Oversee logistics, procurement, and supply operations for a multimillion dollar private military contracting company • Participate in the closeout of Operation New Dawn in logistics support to the US Army • Administer material control, inventory control, and manage shipping / receiving of varied military materials • Train new personnel ensuring they understand and implement industry best practices • Establish departmental protocols for ordering, receiving, protecting, preserving, and accounting of government property • Check all parts and material for damage and verifies quantity, part numbers and serial numbers • Prepare status reports on parts, analyze logistics and inventory problems, and recommend solutions • Set, maintain, and issue material to local and outlining clients theater wide • Inspect material to guarantee compliance with specifications and maintain records of shipping / receiving details • Track government property assets in accordance with the PCP guidelines

Professional Experience Fox Asset Management (Red Bank, NJ) 6/2006 — Present Client Records / New Accounts Associate • Direct customer account records, new account generation, and customer service initiatives • Train and direct junior account associates ensuring compliance with company protocols • Craft detailed reports for senior leadership regarding client trends, revenue, and other data • Verify and prepare all documentation for monthly openings of 150 - 200 new accounts • Establish accurate hard copy files for 520 individual and 480 Institutional accounts • Verify new account inception values for 520 individual accounts by generating daily APL reports • Add 40 - 50 new individual accounts monthly to security database software system • Ensure timely and accurate updates of 1,200 institutional and 520 individual accounts • Implement new technologies, products, and procedures to improve company operations

Often, a forensic accounting investigation is needed to trace the assets listed in the premarital agreement to establish whether the assets remained as separate property, whether they were transmuted or commingled with marital property, and whether any incremental appreciation was created during the marriage that must be considered in the divorce.