Sentences with phrase «considered qualified investment»

401Ks are considered qualified investment accounts which are allow money to be deposited into your account tax deferred and Roth IRAs are also considere qaulified investment accounts that are are are allowed to grow tax free if the money is used for retirement.

I looked into the legal aspect of holding US$ in your RRSP and found that holding foreign currancy in your RRSP is considered a qualified investment under cdn tax rules, and thus legal.

Credible, science - based, widely - supported guidelines about what should and should not be considered a qualifying investment helps investors make informed decisions about the environmental credentials of a bond.

Not exact matches

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable income.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

If you are not a resident of Massachusetts, you should consider whether your home state offers its residents or taxpayers state tax advantages or benefits for investing in its qualified ABLE program before making an investment in the Attainable Savings Plan.

Further, prospective investors may not invest in any such products for a period of 30 days after initial qualifying contact, except for those who have already invested or are actively considering an investment.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

«The Commission could consider leaving the current income and net worth thresholds in the accredited investor definition in place, but limiting investments for individuals who qualify as accredited investors solely based on those thresholds to a percentage of their income or net worth (e.g., 10 % of prior year income or 10 % of net worth, as applicable, per issuer, in any 12 - month period).»

You should read the disclosure document carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other benefits that are only available for investments in its qualified tuition program.

A company must qualify on most of these 15 points to be considered a worthwhile investment.

You should read the Investor Handbook carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other benefits that are only available for investments in its qualified tuition program.

You should read the Investor Handbook carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in its qualified tuition program.

To determine whether your dividend is considered qualified or not, you must ensure that you have held the investment for at least 60 days, the dividend comes from a qualified company, and that you did not receive a «non-dividend» distribution — such as a capital gains distribution.

If you are not a Nevada taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

Although IRA rollovers may have certain advantages, qualified retirement plan accounts have advantages you should consider before proceeding which may include, but are not limited to, low administrative and investment expenses and, if you separate from service at age 55 or older, you have penalty - free access to your qualified retirement plan account funds.

Before making an investment decision based on this information you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

The Examples assume: (1) you invest $ 10,000 in the noted class of Units in the noted Investment Portfolio for the time periods indicated; (2) your investment has a 5 % return each year; (3) the Investment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with ClasInvestment Portfolio for the time periods indicated; (2) your investment has a 5 % return each year; (3) the Investment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with Clasinvestment has a 5 % return each year; (3) the Investment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with ClasInvestment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with Class A Units.

And to the extent you invest for retirement in taxable account, you should consider including investments like index funds and ETFs and tax - managed funds that generate much of their return through unrealized capital gains that qualify for long - term capital gains rates, which are typically lower than the ordinary income rates that apply to taxable withdrawals from tax - deferred accounts.

While rental income can't be used to qualify for the loan, Fannie Mae now says that lenders can consider a property a «second home» instead of an «investment property» even if rental income is detected.

If you are not a resident of Massachusetts, you should consider whether your home state offers its residents or taxpayer's state tax advantages or benefits for investing in your home state's qualified ABLE program before making an investment in the Attainable Savings Plan.

If you are not a Nevada or Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

As you determine whether gold mutual funds or other similar investments are right for your situation, you may want to consider consulting with qualified financial professionals before you make any investment decisions.

Distributions from Qualified plans (IRAs, 403 (b) s, 401 (k) s and others) are not considered investment income.

Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and / or other advisor regarding their specific legal, investment or tax situation.

You should read the Investor Handbook carefully before investing and consider whether your client's, or the beneficiary's home state offers any state tax or other benefits that are available for investments only in its qualified tuition program.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

If you earn $ 3,450 or more in 2017 from (investment income), that is considered «disqualified income» and you can not qualify for the credit.

They offer investment leverage, inflation protection, spousal options, and are considered qualified LTC plans.

The benefit to you is that any earnings on the investments you purchase with this cash grow tax free, as long as your future distributions on this money are considered «qualified» by the IRS.

While many learn their skill in a local vocational training institution, or a community college, there also are completely free training and vocational rehab programs to be considered, such as through the Job Corps, ROP and other Department of Labor funded programs for the unemployed, low income and financially needy people, high school graduates who qualify for educational grants from the government under the Workforce Investment Act.

The guidance provides specific safe harbor language that clarifies when your vacation home, second home or primary residence that was converted to investment property would be considered as «qualified use property» and therefore qualify for 1031 Exchange treatment pursuant to Section 1031 of the Internal Revenue Code.

The primary issue that needed to be addressed and clarified by the Internal Revenue Service («IRS») was whether a vacation property, a second home or a primary residence that had been converted to investment or business use property would be considered «qualified use property» and therefore qualify for 1031 Exchange treatment or whether it was merely being held for personal use and enjoyment and would therefore not qualify for tax - deferred exchange treatment.

Investment real property is considered to be «like - kind» as long as the properties involved satisfy this qualified use test.

Properties will be considered to be «qualified investment properties» if the properties are held for income production (rental or leased), held for capital appreciation (investment) or used in your trade or business.

Property not held for rental, investment or use in your trade or business is not considered to be qualified use property and will not qualify for tax - deferred exchange treatment.