Sentences with phrase «assets held in»

By my understanding a trustee acts as the legal owner of the trust's assets and handles all of the assets held in the trust which seems like a lot of work.

Generally, assets held in a revocable living trust are distributed according to the instructions in the trust regardless of the instructions in your will — with no need for court supervision.

Assets held in retirement plans, such as a 401 (k) or an IRA, are transferred to whomever you have named as beneficiary in the plan documents — no matter who the beneficiaries under your will may be.

As an IRA holder, it's your responsibility to provide current values of assets held in the IRA.

For instance, if someone slips and hurts themselves on a property owned by an LLC, only the assets held within that same LLC are subject to being pursued for liquidation of damages but not the investor's personal assets or assets held in different LLCs.

Experts close to the situation believe that the NSD is trying to stake its claim in the niche, counting on good prospects from the significant volume of Russian private assets held in cryptocurrencies.

National governments suffering from severe budget shortfalls often have a distressing habit of suddenly confiscating private assets held in conventional bank accounts.

Our custody model protects custodied assets by ensuring that they are never commingled with assets held in customer trading accounts.

A trust is an agreement used in estate planning that states what you want to happen to the assets held in that trust.

It spells out the rules that you want followed for assets held in trust for your beneficiaries.

A properly drafted special needs trust can protect the beneficiary's eligibility for government benefits, while at the same time providing access to the assets held in the trust for his or her benefit.

What sets the PPLI apart is the assets held in the subaccount: An everyday, retail customer will choose from a limited menu of subaccount investments offered by the life insurance company.

We have also dealt with Scottish divorce cases involving overseas and offshore assets and assets held in trust, and have significant expertise in resolving international child abduction cases.

The issues that confronted Mrs Charman were typical of those faced by partners in claims for ancillary relief where there are substantial assets held in offshore trusts: - How to get information about the trust.

The overarching question was whether or not the assets held in Dragon were to be treated as financial resources of Mr Charman for the purpose of the Matrimonial Causes Act 1973 (MCA 1973).

I have specialised in family law for over 20 years and have particular experience in handling complex financial settlements, often involving assets held in two or more countries.

Acted for a spouse in a contentious marital breakdown in determination of entitlements where majority of assets held in trust vehicles.

Alternatively, the assets held in a discretionary trust may be exhausted because the trustees have exercised their discretion and decided to pay out all of the assets to the beneficiaries.

They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

Invests in dividend paying stocks with a market capitalization of less than $ 5 billion with no more than 35 % of assets held in any one country

Professional managers make the decisions concerning the management of assets held in the fund.

If the QDOT holds assets in excess of $ 2 million, one of the trustees will need to be a U.S. bank, or, if an individual or corporation, the trustee will have to post a bond or a letter of credit equivalent to 65 % of the value of the assets held in the QDOT.

In order to choose the right mutual fund, it's important to evaluate the Management Expense Ratio (MER), which allows you to determine in which proportion the assets held in the fund are used to cover operating expenses each year.

«The large amount of assets held in real estate is a rational response to the tax - exempt status of the primary residence, which essentially gives every homeowner an unlimited Tax Free Savings Account.»

Account Market Value is the daily weighted average market value of assets held in the Advisory Account during the quarter after the close of business on the last trading day of the quarter.

Even though these simple, low - cost funds were conceived in Toronto 40 years ago, the percentage of assets held in ETFs lags far behind that in the United States.

The significant presence of annuities within the 403 (b) market is further underscored by the 56 % of providers that make annuities available both within and outside of an employer - sponsored plan, and the 51 % of 403 (b) assets held in life insurance company products.

But basically is if you have assets held in Bank of America accounts (or Merrill Lynch) you're eligible for a bonus as a Preferred Rewards relationship client.

To gauge whether converting assets held in a traditional IRA to a Roth IRA and then bequeathing the Roth can leave a beneficiary with more after - tax dollars, the Vanguard study gives the example of a hypothetical 65 - year - old in the 28 % income tax bracket with $ 100,000 in a traditional IRA and $ 28,000 in a taxable account who would like to leave a legacy to a 40 - year - old non-spouse beneficiary who is also in the 28 % bracket.

They do not include income on $ 1,382,000 of financial assets held in cash, business, personal and registered accounts.

Many countries do not have a wealth tax, and whether a person has assets held in Singapore or India or Canada, or are transferred between these countries or to any other countries, has no bearing on the income tax that must be paid to Canada.

For years, companies have taken their cue from bull markets and tried to parlay the assets held in their defined - benefit pension plans into big market gains.

While each educational institution may treat assets held in a 529 account differently, investing in a 529 plan will generally impact a student's eligibility to receive need - based financial aid.

Franklin Templeton fund assets held in multiple Employer Sponsored Retirement Plans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same employer.

Take advantage of our new degressive pricing based on the assets held in your InvestCube portfolios.

Yes — collectables and personal - use assets held in an SMSF can be sold to a related party.

The performance of an exchange - traded fund may vary from the market index it attempts to replicate due to market volatility, transaction costs, valuation differences, differences between the assets held in the exchange - traded fund's portfolio relative to the market index, and other factors.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

This means there is no recourse to the other assets held in the SMSF.

Assets held in a trust can avoid probate.

The 1999 EBRI / ICI database accounts for 11 percent of all 401 (k) plans, 26 percent of all 401 (k) participants, and about 35 percent of the assets held in 401 (k) plans.

The kinds of assets held in a particular ETF can give you a sense of how liquid the fund is.

The most common assets held in an IRA are stocks, bonds and mutual funds.

Assets held in a 401K, 403B or traditional IRA will eventually be taxed at the investors full ordinary tax rate while investments held in a taxable account will be taxed at a maximum 20 % tax rate.

After the article was published, I was contacted by Scottrade and pointed to another Scottrade announcement this past August when FocuseShares decided to shut down all 15 ETFs offered through Scottrade and liquidate all the assets held in those funds.

Yet, Cremers and Petajisto found that the share of assets held in truly active funds (with sufficiently high Active Share) had fallen from 60 % in 1980 to under 20 % in 2009.

Diversified investment management company: An investment company with 75 % of the value of its assets held in cash or cash equivalents, government securities, securities of other investment companies, or securities of other issuers; no more than 5 % of its total assets in the securities of any one company; and ownership of no more than 10 % of the outstanding voting stock of any one company.

The shareholder servicing fees vary by mutual fund company and by fund and are based on the assets held in USBI client accounts.

For the third consecutive year the proportion of total assets held in cash and term deposits decreased slightly (by 2 %).

As fund asset size increased, the proportion of assets held in cash and term deposits decreased significantly while the proportion of assets held in trusts and other managed investments increased.