Sentences with phrase «because early distributions»

These grouping rules are relevant because early distributions of the taxable portion of the rollover has a penalty within 5 years.

As a result, you must use an annuity like an IRA - type vehicle because early distributions prior to age 59 1/2 may be subject to early withdrawal penalty of 10 % like an IRA.

This is a good definition for reflecting performance, because early distributions have a greater effect on the result than late ones, which is a desired property since early gains can be used by the investor to obtain further profits.

Shortly thereafter, take the money from the Roth IRA, paying no tax (because tax was paid on the conversion) and no penalty (because the early distribution penalty only applies to taxable distributions).

Not exact matches

«However, it may be better to do the opposite — take your IRA distribution early and delay Social Security — because the IRA may not grow, but Social Security is guaranteed to grow by 8 percent per year up to age 70,» he said.

Nonetheless, a Roth is still a useful vehicle because of (a) early retirement, before age 59.5 and Roth's ability to access those funds without a 10 % penalty; (b) required minimum distributions (RMDs) of traditionals, and their interaction with (c) Social Security Income.

Because of its early history of identification with voice and picture formats, the broadcast style of electronics, particularly television, with its concern for telling images, will enlarge its domination of all communication content, whatever the physical means of distribution.

Much was made earlier this year of the woman who decided to sue an American film distribution company because of the way it, apparently, misrepresented a film as something it wasn't.

Getting rid of in - app purchases «is a very big deal,» Conway wrote, «because it strikes to the heart of what made Comixology's app a near - perfect venue for discovering and falling in love with new comics, a venue creators and publishers have been searching for since the collapse of mainstream newsstand distribution in the late 1970s - early»80s: it destroys the casual reader's easy access to an impulse purchase.

«Originally, I had put my ebooks up on Amazon because they were the only game in town, and I had some relative success with Amazon,» says Andre of her early attempt at ebook distribution of her titles.

The statement they make on the webpage is misleading because the IRS does not use the terminology «early withdrawal penalty» in referring to premature distributions from an IRA.

Generally speaking, the younger the MLP's assets are, the larger the amount of deferred taxes because non-cash depreciation charges are higher in earlier years, reducing taxable income without impacting cash distributions.

The IRS might subject you to an additional 10 percent tax on early distributions if you invest your IRA in collectibles because the investment amount is considered distributed in the year invested.

Well... you certainly could, but because this loan repayment is not deemed a «qualified acquisition expense» your $ 10,000 distribution would certainly be subject to the early distribution penalty.

Also when you pay taxes on dividends / interest / capital gains along the way on («unwanted») distributions in a non-qualified account, these amounts are nowhere as large nor significant as people postulate, because you're paying them in the early years, when the account balance and distributions, are relatively small.

I had planned to forgo SEPP 72 (t) distributions during early retirement, due to the strict rules and administrative headaches associated with them, but if I know I'll need to withdraw a set amount from my tax - advantaged accounts every year, it makes sense to set up SEPP because this exercise has shown that it is the most tax - efficient way of accessing retirement - account money early.

So let's review those first three statements: • I don't use retirement accounts because I don't want my money trapped until I'm 60 (wrong: you can take out contributions at any time, and you can get qualified distributions early for capital gains) • I'm gonna buy a house in two years, so I opened a Roth IRA today because I can use all that money for my first house (wrong: you can take out your contributions, but any capital gains would not be qualified distributions because the account wasn't open for five years) • You can only use $ 10,000 of your Roth for your first house (wrong: You can take out 100 % of your contributions, plus $ 10,000 of your capital gains if the account has been funded for five years.

Earlier I pointed out that it could / should be better to specifically block solar IR, or in particular those wavelengths absorbed by H2O vapor, other gases and clouds, in the troposphere, rather than block all solar wavelengths indiscriminately (because selective shading could reduce the effect on convection and precipitation — caveats about cloud and H2O distribution... etc.).

The increase from 0.4 % to about 10 % (a factor of 25) would also be consistent with the theoretical probability increase for a shift in mean of the distribution (The factor is actually a little larger than 20 in the latter case because the distribution for 2000 - 2011 is shifted a little more than 1 sigma from the earlier baseline period (1931 - 1980).)

The purpose of the current report is to present nationally representative estimates of lifetime prevalence and age - of - onset distributions of the DSM - IV disorders assessed in the recently completed National Comorbidity Survey Replication (NCS - R).1 While the Epidemiological Catchment Area Study2 and the baseline National Comorbidity Survey (NCS) 3 both reported high lifetime prevalence and generally early age - of - onset distributions of most DSM - III (NCS) and DSM - III - R (NCS - R) disorders, it is not clear whether similar results will hold for DSM - IV disorders because of the greater emphasis on clinically significant distress and impairment in DSM - IV than in earlier editions.