Not exact matches
In addition to the fixed
cost of setting up a trust for the
assets to be shared, companies must create a written plan and communicate it to employees, as well as develop a recordkeeping system that accounts for earnings, losses, expenses and
distributions, according to the Department
of Labor.
- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college
cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculat
cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations -
asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings -
Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculat
Cost of waiting to save - Effect
of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact
of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types
of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum
Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum
Distributions vs. Rollover
Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation
of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum
Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations
- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college
cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculat
cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations -
asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings -
Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculat
Cost of waiting to save - Effect
of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact
of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types
of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum
Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum
Distributions vs. Rollover
Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation
of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum
Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations
Examples
of these risks, uncertainties and other factors include, but are not limited to the impact
of: adverse general economic and related factors, such as fluctuating or increasing levels
of unemployment, underemployment and the volatility
of fuel prices, declines in the securities and real estate markets, and perceptions
of these conditions that decrease the level
of disposable income
of consumers or consumer confidence; adverse events impacting the security
of travel, such as terrorist acts, armed conflict and threats thereof, acts
of piracy, and other international events; the risks and increased
costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread
of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating
costs; any impairment
of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount
of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion
of our
assets pledged as collateral under our existing debt agreements and the ability
of our creditors to accelerate the repayment
of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss
of key personnel; future changes relating to how external
distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price
of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times
of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability
of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
The Fund's advisor & administrator have entered into a series
of agreements that run through September 30, 2017 which limit the Fund's operating expenses to 1.70 %
of the average daily net
assets of the Fund, exclusive
of brokerage fees and commissions, taxes, borrowing
costs (such as interest or dividend expenses on securities sold short), acquired fund fees and expenses, extraordinary expenses, and
distribution and / or service (12b - 1) fees.
Cost basis is the original value
of an
asset for tax purposes, usually the purchase price, adjusted for stock splits, dividends and return
of capital
distributions.
«Over the course
of the year, we established a variety
of product and
distribution partnerships with private banks, brokerage firms and wealth managers across the region — a strong indication that advisers and
asset allocators are increasingly looking to ETFs as the most
cost - efficient, flexible building blocks for their client portfolios, in a fee - based environment.
The College
Cost Reduction and Access Act
of 2007 (CCRAA) amended sections 480 (a)(2), (f)(3) and (j)(2)
of the Higher Education Act
of 1965 effective July 1, 2009, to exclude
distributions from 529 college savings plans, prepaid tuition plans and Coverdell Education Savings Accounts from income,
assets and the definition
of estimated financial assistance.
Brookfield
Asset Management uses its enormous access to low -
cost capital and its knowledge
of global infrastructure, utilities, and property markets — things with long - term contracts and highly predictable cash flows — to help set up large deals for its MLPs, which help them to grow their distributable cash flow, or DCF, and payouts, which results in higher
distributions back to Brookfield
Asset Management, with up to 25 %
of marginal DCF coming back as well.
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).
This structure typically reduces the
cost and tracking error * associated with replicating an index and increases tax efficiency • Tax efficient: HTH is not expected to make taxable
distributions • Hedged exposure: Get Canadian currency - hedged ** exposure to the US 7 - 10 year treasury market • Higher compound growth: The reinvestment
of index
distributions are reflected in HTH's Net
Asset Value («NAV»)
If transferring an existing retirement plan into an IRA, you should be aware that (i) Those
assets will no longer be subject to the protections
of ERISA (if applicable)(ii) depending on the investments and services selected for the IRA, you may pay more or less in transaction
costs than when the
assets are in the Plan, (iii) if you are between the age
of 55 and 59 1/2, you would lose the ability to potentially take penalty - free withdrawals from the plan, (iv) if you continue working past age 70 1/2 and transferred your plan
assets to a new employer's plan, you would not be subject to required minimum
distribution and (v) withdrawing
assets directly would be subject to federal and applicable state and local taxes and possibly be subject to the IRS penalty
of 10 % if under age 59 1/2.
impairment is the decrease
of fair value
of an intangible
asset where amortisation is periodic (usualy yearly)
distribution of cost of an
asset over its life.
Shareholders electing to receive
distributions in the form
of additional shares will have a
cost basis for federal income tax purposes in each share so received equal to the net
asset value
of a share on the reinvestment date.
Based on our current projections
of operating expenses and liquidation
costs, we currently estimate that
distributions to stockholders would only occur in the event
of a consummation
of the sale
of one or more
of our
assets:
Distribution and service fees are fees paid by the fund out
of fund
assets to cover the
costs of marketing and selling fund shares and sometimes to cover the
costs of providing shareholder services.
In sum, generation additions (plus removal
of coal
costs) are in the order
of $ 35 billion and additional investments relate to transmission and
distribution assets.
Jul 19 2016 A contested dissolution is one where the spouses do not agree on at least ONE issue — be it the parenting plan, the equitable
distribution of your
assets and liabilities, the issue
of alimony or child support, or the issue
of attorney fees /
costs.
The value
of the trust was found to be the fair market value
of its
assets as
of the date
of adjudication (after taking into account the
costs of distribution and any income tax liability) and it was ordered to be divided equally between the parties.
Many
of our clients want to know about the most efficient and
cost effective ways to maximize the
distribution of assets to their spouses, future generations and favorite charities.
Working with the Finance and Accounts Payable Departments to verify the correct
cost center
distribution of purchases by Department and / or
Asset.
Northeast Utilities System — Connecticut Light & Power (Stamford, CT) 2003 — 2005 Assistant Engineer —
Asset Management • Conducted load analysis to determine anticipated load changes and potential overloads • Determined and verified load needed for installation and
distribution of new services • Detected assigned circuit imbalances, damaged devices, and loop schemes likely to overload • Pinpointed customers with high percentage
of outages and remedy service interruptions • Performed
cost benefit analysis to determine viability
of performance improvements
At least in divorce cases wehre the evaluation is being done for the court, the court could require that reports be turned over to them and the court could assess
costs through its
distribution of assets and debts.