Sentences with phrase «assets into»

After your investment platform has been selected, we expertly transform your existing assets into your Rebalance IRA portfolio.

Buffett saw GEICO as a compounding machine and put 65 % of his assets into it.

As a result of its market cap weighting, this fund invests more of its assets into larger companies and relatively less into smaller companies.

The surviving spouse decided to transfer the assets into an Inherited IRA and start taking RMDs in the year after the year of death based on his or her own age.

Because many of those indexes may tend to rise and fall at the same time, which is why it's a good idea to throw a lot more asset classes such as some commodities, bonds, property and cash, and other assets into the mix.

If you choose to roll over the assets into your own IRA, you would base the timing and calculation on your own age using the IRS Uniform Life Expectancy Table (PDF).

Quick ratio differs from current ratio in that those current assets that are not readily convertible into cash are excluded from the calculation such as inventory and deferred tax credits since conversion of such assets into cash may take considerable time.

You can also transfer the assets into an Inherited IRA, as all other beneficiaries can.

Note: If the beneficiary is a spouse as defined by federal law, then he or she may elect to assume ownership of the contract rather than withdrawing or turning assets into an income stream.1

For example, a spouse can roll over the decedent's IRA assets into his or her own IRA and postpone RMDs until age 70.5.

However, if you do not need those assets immediately or you are over age 59 1/2, putting those assets into your own IRA might make the most sense.

Whatever blend of stocks and bonds you eventually settle on, stick with it except for occasional rebalancing (although after retiring you may want to shift more assets into bonds to better preserve capital).

When you inherit an IRA from your spouse, you have a choice to make that other inheritors don't: you can roll over the assets into your own IRA.

It's a trust your father would set up with a lawyer to move some or all of his assets into during his lifetime.

Well, creating the trust was step one, and lately, we've been working on executing the trust (meaning we're moving all the assets into the trust).

PS — One last note: what would be fair, if pension liability buyouts are allowed, is to allow participants the option to roll their net assets into a rollover IRA.

But once or twice a year you may want to transfer your RRSP assets into your discount brokerage account and reinvest it in ETFs.

This balance sheet de-risking was basically completed with the spin - off of most of FBD's remaining property / leisure assets into a JV, and the elimination of all debt, in Aug - 2011.

After putting 2 % of the client's assets into the floating - rate trust preferreds, I got the call.

General Investment Guidelines, has a short statement on placing assets into positively screened sustainable investment funds

I'm not a GSE analyst to ponder on their insolvency; the black magic of the short - term market is in the instant transfer of any type of risk of the underlying assets into the credit risk of a money fund portfolio as a whole.

This means that the TFSA could, in the medium term, wipe out capital income taxation for about 91 per cent of Canadian families, if they shift their existing taxable assets into TFSAs.

Making sense of where to invest in the U.S. bond market right now is murky business, but investors are plowing assets into bond ETFs nonetheless.

New York Life adopted a $ 1.7 billion overachiever in 2012 and managed to jam another $ 20 billion in assets into the fund in two years.

If your assets are worth more than the allowable value, they may need to be liquidated and you will have to contribute the proceeds from the sale of those non-exempt assets into the bankruptcy estate for payment to your creditors.

I am moving some of my family's assets into that strategy so that I have «skin in the game.»

Retirement Investments Investing some of your retirement assets into Buffalo Funds could be a great addition to your overall investment strategy.

A common question asked when considering moving some of your retirement assets into a SPIA is: what value will I get from this purchase?

These defined contribution retirement plans are great for accumulation but don't offer a clear path for turning those assets into income.

In this guide, we'll tell you everything you need to know about SPIAs — how they work, how they're customized, and how to evaluate whether converting a portion of your assets into income makes sense for you.

You might roll over your company retirement - plan assets into an IRA.

As you approach retirement and no longer want to take equity market sized risks, you'll likely move your assets into safe but low returning bond funds.

For example, you may want to consider moving some stock assets into bonds, to cushion your portfolio from volatility.

Large financial institutions like Vanguard, Fidelity and Schwab have standard procedures and forms to transfer a deceased owner's IRA assets into a properly - titled inherited IRA account.

(Indeed, if you wanted to game the system, you could simply put a portion of your assets into one of the programs mentioned above, and then create a similar portfolio with ETFs you pick on your own.)

Also, consider transferring assets into an irrevocable trust if you're close to the threshold for owing estate taxes.

AC: Yeah, you don't have to pull your required distribution out of that active 401 (k), and a lot of 401 (k) s allow you to roll old assets into that account, even from IRAs.

If a large portion of the population wants to convert assets into a stream of income — guess what?

And thus my basic advice is this: gradually diversify your assets into ones that will not be harmed by a devaluation.

Guaranteed Income Turn your assets into a steady stream of income payments that will last for as long as you want, or as long as you live.

I also mentioned I was considering moving some retirement assets into the brokerage, so that may have helped.

It is then the account holder's responsibility to deposit these assets into a receiving retirement account.

As with donating appreciated securities directly to a charity, investors can steer highly appreciated assets into the donor - advised fund, thereby removing the tax burden associated with the embedded capital gain from their portfolios.

Once you get into retirement, it's time to turn your hard earned assets into income.

A few of my favorite features of their website are being able to add offline assets into my account (jewelry, heirlooms, electronics, etc.), monitoring cash flow, viewing my net worth, saving money with their 401k fee analyzer and checking if my savings and investments are on track with their retirement calculator.

You can roll over your plan assets into an IRA.

If I transfer Plan assets into an IRA with you, and arrange for your investment representative to provide services with respect to the IRA, I understand that the investment representative: (i) will provide services that are different from the services that I received as a participant in the Plan, (ii) may receive more compensation for the services related to my IRA account, and (iii) will receive more or less compensation depending on which services or investments I select for the IRA.

His point is that a TDF may invest its assets into index - based securities that do not make tactical adjustments as the markets change — but the act of managing even an index - based portfolio according to a glide path that ramps down equity risk over time will always be at least in part fundamentally «active.»

We recognize the outperformance of indexes currently, and may move more assets into them.

Presumably this is because management will be replaced if they fail to sweat the net assets into generating an acceptable return.