Sentences with phrase «assets transferred into»

You benefit from a foundation or charitable trust because assets transferred into them removes them from your probate estate and reduces your taxable estate.

On August 5 the shares were delisted (2 years after the approval of the liquidation) and the assets transferred into a liquidating trust with the result that the shareholders became participants in this trust with non-transferable shares.

Desjardins Online Brokerage is offering new clients 1 % of assets transferred into the new account in the form of commission credits (to a maximum value of $ 1,000).

After recently mentioning that I would consider an investment in the Vanguard Wellington Fund if I wanted to create wealth in such a way that I did not have to spend much time thinking about investments or intended to pass the ownership stake on to someone that did not have much knowledge about investing (i.e. if you wanted to turn your children into trust fund babies in a way that they could not ruin it, you'd want to set up a restricted trust that only permitted the kids to receive the interest and dividend income generated by the fund, perhaps with the instruction that the assets transfer into an S&P 500 index fund if the Wellington Fund were to ever cease to exist).

Not exact matches

If you hold dividend - paying assets in a non-registered account, consider setting up an automatic transfer of that dividend income into your RRSP after the quarterly payout period, says Jon Palfrey, a portfolio manager with Leith Wheeler Investment Counsel.

He points out that you're not selling any assets but rather just transferring the income into your registered product.

However effective budget day, the reorganization of a mutual fund corporation into a multiple mutual fund trusts will also be allowed on a tax deferred basis in respect of each class of shares, if all or substantially all of the assets in the class are transferred.

In a separate decision on Monday, a judge ruled that a lawsuit calling for Mr. Najib to return the money that had been transferred into his personal account, and for seizure of his assets around the world, could move forward.

On August 17, 2017, the company entered into two agreements with KHC to terminate the licenses of certain KHC - owned brands used in the company's grocery business within its Europe region and to transfer to KHC inventory and certain other assets.

There may be reasons arguing against including a spouse as a partner; for example, if you transfer title to your personal assets into your spouse's name to protect your personal property in the event the partnership is sued, the spouse can not have any involvement in the partnership business whatsoever, according to Ennico.

Domestic assets are transferred into foreign hands — including those of domestic oligarchies operating out of their offshore dollar or Swiss - franc accounts.

Hello Professor, I am hearing a lot about the potential for retaliatory trade actions by the U.S. as a result of its Section 301 investigation into Chinese trade practices, i.e., forced transfers of IP and know - how, refusal to allow U.S. companies to invest in and own Chinese assets, etc..

Assets can be created, transferred, retired, or entered into more complex programs.

Net deposits are assets deposited into the enrolled account minus assets withdrawn from the account and transferred out of Schwab.

Such methods are also sometimes known as «channel business», whereby once - legitimate assets are transferred into hidden channels, out of the regulator's reach.

Generally, there are no tax implications if you complete a direct rollover and the assets go directly from your employer - sponsored plan into a Rollover or Traditional IRA via a trustee - to - trustee transfer.

By continually transferring assets into the best performing stocks we stand a good chance to make above average returns.

After the token sale, the user is free to transfer their SRNT into external exchanges in order to trade them for possible pairs of digital assets which the platform might not support at the moment.

«We at Malekula farms via accepting bitcoin, look to attract and do attract the tech - savvy centric generation of investors and at the same time by accepting bitcoin transfer a portion of our farmland real estate, an existing wealth asset into an accepted and unrestrained international currency vehicle for exactly the same reasons.»

The ratio tends to rise until defaults lead to a crisis that wipes out the debt, converts it into equity or transfers assets from defaulting debtors to creditors.

Appleby clients have transferred trademarks, patent rights and other valuable assets into offshore shell companies, avoiding billions of dollars in taxes.

Correlation risk: «The concept of diversification is the foundation of modern portfolio theory... The financial engineer... reduces the risk of a portfolio by combining anti-correlated assets... All modern portfolio theory does is transfer price risk into hidden short correlation risk... Many popular institutional investment strategies derive excess returns via implicit leveraged short correlation trades with hidden fragility... Correlation risk can be isolated and actively traded via options as source of excess returns.

• A rollover allows you to transfer assets from your former employer's plan into an IRA without taxes or penalties • Assets continue to accumulate on a tax - deferred basis • Consolidating money from multiple employer plans into one account can increase administrative ease and potentially reducassets from your former employer's plan into an IRA without taxes or penalties • Assets continue to accumulate on a tax - deferred basis • Consolidating money from multiple employer plans into one account can increase administrative ease and potentially reducAssets continue to accumulate on a tax - deferred basis • Consolidating money from multiple employer plans into one account can increase administrative ease and potentially reduce fees

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.

Although it will be incredibly difficult to ever match his contributions on the pitch, it's vitally important for a former club legend, like Henry, to publicly address his concerns regarding the direction of this club... regardless of those who still feel that Henry has some sort of agenda due to the backlash he received following earlier comments he made on air regarding Arsenal, he has an intimate understanding of the game, he knows the fans are being hosed and he feels some sense of obligation, both professionally and personally, to tell it like he sees it... much like I've continually expressed over the last couple months, this team isn't evolving under this current ownership / management team... instead we are currently experiencing a «stagnant» phase in our club's storied history... a fact that can't be hidden by simply changing the formation or bringing in one or two individuals... this team needs fundamental change in the way it conducts business both on and off the pitch or it will continue to slowly devolve into a second tier club... regardless of the euphoria surrounding our escape act on Friday evening, as it stands, this club is more likely to be fighting for a Europa League spot for the foreseeable future than a top 4 finish... we can't hope for the failures of others to secure our place in the top 4, we need to be the manufacturers of our own success by doing whatever is necessary to evolve as an organization... if Wenger, Gazidis and Kroenke can't take the necessary steps following the debacle they manufactured last season, their removal is imperative for our future success... unfortunately, I strongly believe that either they don't know how to proceed in the present economic climate or they are unwilling to do whatever it takes to turn this ship around... just look at the current state of our squad, none of our world class players are under contract beyond this season, we have a ridiculous wage bill considering the results, we can't sell our deadwood because we've mismanaged our personnel decisions and contractual obligations, we haven't properly cultivated our younger talent and we might have become one of the worst clubs ever when it comes to way we handle our transfer business, which under Dein was one of our greatest assets... it's time to get things right!!!

Although Ghana has no military use of its nuclear assets, options for scientific research into modern nuclear propelled submarine and aircraft carrier ships, design and development of same technology and its transfer from partner OECD for its military use are imminent.

«The transfer of what are essentially public assets into private hands is not what we want from these institutions,» Mr. Brodsky says.

This LDC allows the transfer of the Summit Park Health assets into a lock - box and includes the appointment of a professional Board of Directors.

I'm confident that your range of experience will be a huge asset because it demonstrates flexibility and the ability to transfer skills into new areas.

Parent Trigger or «Parent Empowerment,» depends on professional lobbyists and outside forces to persuade 51 % of the parents in a struggling school to «pull the trigger,» and transfer a valuable public asset from the jurisdiction of a duly elected school board into the hands of a proprietary corporation.

You're paying the tax on the RMD withdrawal, which is what is required to transfer assets into a Roth.

If I transfer the boat into my name, can the bank go after this asset?

Because the gifts into these accounts are irrevocable, once transferred you will have no say into how the assets are used with the beneficiary becomes an adult.

For some reason, this logic does not transfer to the domain of public stock ownership, possibly because this aspect of asset ownership is not taken into account.

Yes, though transferring UGMA / UTMA assets into a 529 plan account may result in a tax liability.

To offset this, I strongly encourage a minimum of 2 years living expenses be transferred into a safe and liquid asset class (e.g., money market fund) prior to retirement.

So long as folks willingly submit to Chase's mercy (which I don't recommend), the only guarantee you have is Chase knows what it is doing by draining its older toxic assets (asset - backed securities which funded the old balance transfer offers) by moving the funds into new toxic assets which Chase hopes won't become toxic?

This means transferring some or all of the assets from a traditional or rollover IRA into a Roth IRA.

Another is to transfer assets to your kids» names or into trusts for them.

Not all assets can be transferred into a trust.

They settle or transfer assets into a trust using written documents.

Strategies commonly employed in tax - advantaged portfolio management, where tax considerations are consistently factored into ongoing decision making, include deferring sales, harvesting losses, selecting high - cost - basis lots for sale, transferring assets internally to circumvent wash - sale rules, timing purchases to avoid dividends, and holding low - yielding stocks, among others.

A secular rise in discount rates is a massive transfer of wealth from the old, who have much of their net worth in financial assets, to the young, who have decades of earnings ahead of them that they can plow into cheap financial assets.

If you suddenly increase your contributions, or try to transfer your assets to another person, business, or trust just before filing for bankruptcy protection, you will get into big trouble — and your assets may not be protected after all.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

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.

The direct transfer of assets from the custodian of the Traditional IRA to the different custodian of the Roth IRA is not discussed at all in the Traditional IRA chapter of Publication 590a but the chapter does say that the IRA owner can take a distribution from a Traditional IRA and within 60 days, roll it over into a Roth IRA, and not have to pay the 10 % penalty for taking an early distribution from the Traditional IRA (assuming, of course, that the IRA owner is young enough that the early withdrawal penalty is applicable).

If someone has appreciated assets like shares or equity of a privately held company and they want to transfer those into a tax - deferred retirement account like an IRA or 401k, is that possible?

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

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.