Sentences with phrase «average annual return after»

It is not tax - efficient for Ellen to make RRSP contributions, but if Ralph does continue to make RRSP contributions of seven per cent of present salary, then present RRSP and LIRA balances of $ 486,800 would, with a 3 per cent average annual return after 3 per cent inflation, increase to $ 821,600.

So that seemingly massive gain from $ 62,000 to $ 496,500 was really only equivalent to a 0.63 % average annual return after costs and inflation.

Not exact matches

I was CFO of a successful software company that had to show average returns of more than 25 percent of revenue to the bottom line after taxes, growth of more than 50 percent per year for five years and an excess of $ 20 million in annual revenue before the bank would release the owner's personal guarantees.

XL - CV Max retains the highly sought - after features found in Midland National's IUL portfolio, including a zero percent floor on any index credits (subject to a cap), the minimum account value, which guarantees a 2.5 percent average annual return to the account value, and index credits included on the first annual statement.

The after - tax proceeds from those sources would be worth $ 547 million if he invested the money in a blend of stocks, bonds, hedge funds, commodities and cash, assuming a weighted average annual return of 7 percent over the past 15 years, according to the Bloomberg Billionaires Index.

However, if I were to invest the same $ 100,000 in a taxable account, then instead of earning an annual 7 % average rate of return, I will probably only make 5 % after tax.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

For example, over the 10 years ended December 31, 2012, the tax - managed large cap core stock funds returned an annual average of 5.82 percent after taxes.

In short, this market fell a long way after 2008, and then rebounded sharply with above - average annual returns for house values.

After - tax average annual total returns represent the average change in value of an investment on an annualized basis.

Consequently, your $ 250,000 becomes $ 249,000 and at 8 % average annual rate of return, your assets after the first quarter are now $ 254,000.

Assuming it returns high 40 mpg to 50 - plus, payback is possible after a few years of average annual driving compared to non-electrified cars costing a couple thousand or more dollars less.

A good advisor should be able to quickly show you your average annual return, after fees, and how it compares to its appropriate benchmark.

He ran an investment partnership with Jerome Newman that provided average annual returns of nearly 15 % after fees from 1934 until it was wrapped up in 1956.

Keep in mind, though, that the average annual rate of return for a balanced portfolio is 4 % after inflation — that's only a percentage point and a bit more than most mortgage rates these days.

By moving in and out of the market, Joe Stockpicker managed an average return of little more than two per cent a year over those two decades, compared to an average annual return of around nine per cent for the S&P 500 index (even after the market crashes of 2000 and 2008).

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

The stock market's annual average return of 8 % would get you almost $ 400,000 after 25 years.

Ten years later, after an average annual rate of return of 26 per cent, that seed money has grown into $ 45,809, earning you a tidy profit of $ 40,809.

For instance, if an investor were to put $ 5,000 per year into an investment account for 20 years at the start of the year, earning just an 5 % average annual rate of return per year, they would have $ 173,596 after 20 years.

Here's an example graph from Michael Kitces using average annual returns that shows a 50/50 stock / bond portfolio would be 80 percent stocks after 30 years.

After the insurance company deducts their annual commissions and fees, your return on investment will be below average.

SAAR is the average annual size - adjusted return computed over the 5 years after formation.

The company says Tax - Coordinated Portfolio can increase annual after - tax returns by an average of 0.48 %, though the strategy works only for clients who have both taxable and tax - advantaged retirement accounts at Betterment.

Maybe anyone suggesting the SM to some one should explain that part last, after the part about borrowing money to invest amplifies your return on BOTH the downside and the upside and that in order to really make * any * money you need to have average annual returns in your investments that exceed the interest you are paying on the loan (which doesn't tend to work out too well if you are investing in mutual funds unless interest rates are very low)

If Rick can maintain a conservative average annual rate of return of 4 % on his $ 1.17 - million portfolio, he will be able to draw a net after - tax income of about $ 55,000 annually for life and still have close to $ 1 million in net worth at age 90 (including the value of his home).

However, the predictability coupled with a short holding period produces quite decent average annual rates of return after allowance for the occasional substantial loss.

By contrast, the average annual return was only 11 % after years when the markets were up.

The math bottom line is that all you'll have to do is get between 1 % and 2 % more average annual investment return in a non-529 do - it - yourself discount brokerage account, and you'll probably end up having more spendable money for college (which is the point of all of this), even after the 529 tax breaks.

The math bottom line is all you have to do is get between 1 % and 2 % more average annual investment return in a non-529 do - it - yourself discount brokerage account, and you'll probably end up having more spendable money (which is the point of all of this), even after these awesome tax breaks.

«after two large annual gains, rate of atmospheric CO2 increase returns to average,» — NOAA REPORTS at: http://www.noaanews.noaa.gov/stories2005/s2412.htm

In short, this market fell a long way after 2008, and then rebounded sharply with above - average annual returns for house values.

With a current average single - family rental rate of $ 12,500 per year, and the selling price of a distressed home usually well below the median home price of $ 127,000, investors can expect to achieve up to a 10 % annual return (after operating expenses and before any home price or rental appreciation).