Sentences with phrase «asset appreciation in»

When traditional IRA contributions do not provide a current tax deduction, Roth IRA contributions are favored, since there would be no future taxes on asset appreciation in Roth accounts and there are no Required Minimum Distributions (RMDs) in retirement.

There is no tax basis for either these traditional IRA contributions or for any subsequent asset appreciation in the IRA account.

Not exact matches

We don't want to fan debt - financed appreciation in the price of a major asset because when the escalation reverses, it can trigger a self - feeding spiral of debt defaults.

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

In the case of Mt. Gox, there's a major wrinkle: the astounding appreciation of its leftover cryptocurrency assets.

And for investors, private deals offer real income and asset appreciation that, over the past decade at least, has been elusive in the public markets, argues Jim Sand, CEO of Fast Track Capital, a registered exempt - market dealer based in St. Albert, Alta.

Yahoo stock has tripled since Mayer joined Yahoo as CEO in July 2012, but analysts say those gains have been primarily driven by the rapid appreciation in the value of its Asian assets.

As long as the gift doesn't exceed $ 12,000 in 2006 (or $ 24,000 if a married couple gifts the asset), no gift tax is due on the gift itself or on the appreciation.

Unless the Committee or Board determines otherwise prior to the transaction, if substantially all of the assets of the Company are acquired by another corporation or in case of a reorganization of the Company involving the acquisition of the Company by another entity, (i) stock options and stock appreciation rights become exercisable immediately prior to the transaction; (ii) restrictions with respect to restricted stock and RSRs lapse and shares are delivered; and (iii) performance shares and performance units pay out pro rata based on performance through the end of the last calendar quarter.

As I typically do, I clipped off a modest portion of our precious metals position in the Strategic Total Return Fund on strength last week, essentially bringing it back toward 20 % of assets after the appreciation in those shares.

NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

The stock market's banner year contributed to the firm's success, with market appreciation and investment income driving the increase in assets under management.

NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

Capital Appreciation Fund - A mutual fund attempting to increase the asset value utilizing the investments in growth stocks.

Franklin Limited Duration Income (FTF) is a closed end fund that seeks high current income and capital appreciation through investment in high yield corporate bonds, floating rate bank loans and mortgage and other asset backed securities.

Partners Value Split Corp. (formerly «BAM Split Corp.») commenced operations in September 2001 and currently owns a portfolio consisting of 79.7 million Class A Limited Voting shares of Brookfield Asset Management Inc. (the «Brookfield Shares») which generate cash flow through dividend payments that fund quarterly fixed cumulative preferential dividends for the holders of the company's Preferred shares, and provide the holders of the company's Capital shares the opportunity to participate in any capital appreciation in the Brookfield Shares.

In that sense their main concern is with rising land values — that is, the values that do not accrue as a result of earnings on capital (the rents that typically are pledged to lenders as interest payments on the loans taken out to by the properties) but are economy - wide asset - price appreciation in specific categorieIn that sense their main concern is with rising land values — that is, the values that do not accrue as a result of earnings on capital (the rents that typically are pledged to lenders as interest payments on the loans taken out to by the properties) but are economy - wide asset - price appreciation in specific categoriein specific categories.

To equivocate anticipating yourself in a position where you can't compensate the IRS, Losi has some candid advice: If you've seen a vast boost in resources in a calendar year, from cryptocurrency gains or the appreciation of other assets, set a apportionment of it aside in expectation of taxation payments.

Our model is built on creating smart contracts on the BTC and LTC chains to reflect the value of price appreciation in the synthetic assets listed on our platform.

When investors look for less yield and more total return (capital appreciation) in certain asset classes, the equity sensitivity also plays an increasing role in absolute risk.

In addition, according to the BlackRock Investment Institute, dollar rallies tend to be self - reinforcing — a stronger dollar begets greater inflows into U.S. assets in expectation of further dollar appreciatioIn addition, according to the BlackRock Investment Institute, dollar rallies tend to be self - reinforcing — a stronger dollar begets greater inflows into U.S. assets in expectation of further dollar appreciatioin expectation of further dollar appreciation.

As a result, the appreciation or depreciation of any one security held will have a greater impact on the Funds» net asset value than it would if the Funds invest in a larger number of securities.

«The PBOC will have to choose between allowing significant currency appreciation and continuing to accumulate foreign assets,» Mark Williams, the firm's chief Asia economist, wrote in a research note Monday.

By doing this it takes into account all of the cash that comes and goes because of my earned income and expenses but it also takes into account all of my assets that pay me dividends or increase in value through capital appreciation.

MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax - deferred return of capital and for any net operating gains as well as capital appreciation of its investments; this deferred tax liability is reflected in the daily NAV; and, as a result, the MLP fund's after - tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked.

Net foreign equity liabilities also increased in the quarter, as the appreciation of the Australian dollar lowered the Australian - dollar value of foreign equity assets (Graph 40).

As a result, the appreciation or depreciation of any one security held by the Fund will have a greater impact on the Fund's net asset value than it would if the Fund invested in a larger number of securities.

Japanese policy - makers on the balance express confidence so far that the policy mix has demonstrated an unexpected degree of success so far (thanks to appreciation in risk asset markets) alongside the credibility boost offered by the (so far) uneventful implementation of the April consumption tax hike from 5 % to 8 %.

Land owners in Scotland often receive their economic rent in the form of asset appreciation rather than cash, but this does not lessen the force of Smith's and Ricardo's argument.

Likewise, as a school leader I was always very intentional that the beginning of each year prioritized a process that helped our teams to develop relationships, deepen our appreciation of the strengths and assets in our community, and to sharpen our understanding of our collective history and the context we were engaging in together.

Pinnacle Value seeks long - term capital appreciation by investing in small - and micro-cap stocks that it believes trade at a discount to underlying earnings power or asset values.

Seeks capital appreciation by focusing on undervalued mid-and large - cap companies, with a significant portion of assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

AMG Pantheon Fund seeks long - term capital appreciation by investing primarily in private equity investments, including primary and secondary investments in private equity, infrastructure, and other private asset funds and co-investments in portfolio companies.

Total return accounts for two categories of return: income including interest paid by fixed - income investments, distributions or dividends and capital appreciation, representing the change in the market price of an asset.

However, the initial drop in the value of the house would significantly impede the asset's appreciation over the 10 years, leaving you in a $ 9,000 deficit from when you first bought your home.

If you donate assets that have increased in value, such as stock or a mutual fund, which you've held for over a year, you may be able to deduct the market value and avoid capital gains tax on the appreciation.

The fund seeks high, current income, with a secondary goal of capital appreciation, by investing under normal market conditions, at least 80 % of its net assets in income - producing securities of sovereign or sovereign - related entities and private sector companies in emerging market countries.

The Fund's objective is to seek current income and capital appreciation consistent with the preservation of capital by investing predominantly in the approximately $ 600 billion commercial mortgage backed securities («CMBS») market that is secured by income - producing commercial real estate assets predominantly in the United States.

Includes capital gains and unrealized appreciation and depreciation in value of the fund's assets in addition to net investment income.

«Where you could run into problems is if there is substantial appreciation in the assets,» Yager said.

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

Assuming you invest the same $ 1200 annually with a fee - based advisor, you will only pay about $ 16 in fees before any asset appreciation is included.

The fund seeks long - term capital appreciation by investing at least 80 % of its net assets in companies of any size that have paid consistently rising dividends.

The secondary objective of the Scheme is to generate long - term capital appreciation by investing a portion of the Scheme «s assets in equity and equity related instruments.

The combination of record net inflows plus overall capital appreciation across most asset classes of EUR19.6 billion pushed assets under management (AUM) in ETFs up by 24 per cent year - on - year to EUR467.4 billion.

The following table, from the Disclosure Booklet, lists the investments in which the Capital Appreciation Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Harbor Capital Appreciation Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The most inefficient tax way to create wealth is to have reportable operating earnings, a Going Concern emphasis; while the most efficient tax way to create wealth is to have unrealized (and, therefore mostly unreported) appreciation of asset values, a Resource Conversion emphasis.There is a high level of comfort for a buy - and - hold OPMI investor such as Third Avenue, when investing in the equities of companies which enjoy strong financial positions.

Aggressive allocation funds seek to provide long - term capital appreciation by investing 70 % or more of their assets in equities,...

Moderate allocation funds seek to provide a balance of capital appreciation and income by investing around 50 % to 70 % of their assets in equities and the remainder in fixed income and cash.