Sentences with phrase «current asset distribution»

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

Not exact matches

If you hold the assets for more than 60 days, your distribution will be subject to current income taxes and a 10 % early withdrawal penalty if you are under age 59 1/2.

For example, the focus on the distribution and control of assets might have suggestive connections with Labour's current interest in «predistribution».

No part of the assets or net earnings of said corporation, current or accumulated, shall inure to the benefit of or be distributable as dividends or otherwise to the directors, officers, or employees of said corporation or to other private persons, except that said corporation is authorized and empowered to pay reasonable compensation for services actually rendered and to make payments and distributions to further its charitable, scientific, literary, and educational purposes.

When traditional IRA contributions do not provide a current tax deduction, Roth IRA contributions are favored, since there would be no future taxes on asset appreciation in Roth accounts and there are no Required Minimum Distributions (RMDs) in retirement.

The basic tenants of the framework go as follows: For retirees who hold the majority of their assets in tax - deferred accounts, assets can fairly easily be turned into income by setting up an automatic withdrawal plan from their current holdings or purchasing an investment that is specifically designed to provide regular distributions.

Data bank includes current and historical pricing; net asset value; performance; asset allocation; sector allocation; top holdings; load type; trailer fees; MER; distribution amount and frequency; investment minimums; PAC eligibility; and fund manager information.

Though the distribution of the income by segment was quite different in the two quarters I take this as some kind of indication as to the potential earnings power on the current asset base.

Data bank includes current and historical pricing; net asset value; performance; asset allocation; sector allocation; top holdings; load type; trailer fees; MER; distribution amount...

The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances.

Defers current taxes when you're trying to accumulate assets and provides tax - efficient distributions, adding powerful tax advantages to your diversified portfolio.

Each share class represents an interest in the same assets of the Funds, has the same rights and is identical in all material respects except that (i) each class of shares may be subject to different (or no) sales loads, (ii) each class of shares may bear different (or no) distribution fees; (iii) each class of shares may have different shareholder features, such as minimum investment amounts; (iv) certain other class - specific expenses will be borne solely by the class to which such expenses are attributable, including transfer agent fees attributable to a specific class of shares, printing and postage expenses related to preparing and distributing materials to current shareholders of a specific class, registration fees paid by a specific class of shares, the expenses of administrative personnel and services required to support the shareholders of a specific class, litigation or other legal expenses relating to a class of shares, Trustees» fees or expenses paid as a result of issues relating to a specific class of shares and accounting fees and expenses relating to a specific class of shares and (v) each class has exclusive voting rights with respect to matters relating to its own distribution arrangements.

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:

6 Registered Notes may be suitable for investors who are willing to forego dividends or other distributions paid to holders of stocks comprising the relevant Reference Asset, or the Reference Asset itself, as applicable, do not seek current income from their investment, do not seek an investment for which there is an active secondary market, are willing to hold the securities to maturity and are comfortable with the creditworthiness of HSBC, as issuer of the securities.

For our example firm, that will be $ 16.2 million in January distributions, reducing the current asset base, so the WCR drops to perhaps 2 or 3.

Since these accounts are tax - deferred, when one of you receives an Equitable Distribution of these types of assets, you will owe taxes on them when you take them out upon retirement so in reality they are worth about 25 % to 33 % less than their current value.