Sentences with phrase «custodial plan»

If needed, the recommending mediators might also meet with the children to help them offer the most appropriate custodial plan.

While in most cases Arizona families are able to work around the parameters of the custodial plans they are bound to follow, in some situations following a child custody arrangement can be downright frustrating.

Not exact matches

Between administration, custodial, and management fees, the old plan cost participants a whopping 2.17 percent of assets each year.

She worked closely with the firm's investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions.

However, despite a robust product offering, the company doesn't offer 529 college savings plans or custodial IRA accounts.

Note that Since March 2009 it is the policy of the ACSA (Australian Custodial Services Association) not to offer Share Purchase Plans Events (SPP) to underlying beneficial owner clients and thus Saxo Bank can not participate in such events.

One of the advantages of 529 plans is that they can have less of a negative impact to financial aid packages compared to other accounts, such as a trust or custodial UGMA.

Custodial parents should develop a parenting plan with the non-custodial parent to ensure there's a set visitation schedule.

Whether the parents have joint custody, or whether one is the custodial parent and the other is not, some careful planning and an effort to put the good of the children first can help create a more amicable and successful experience with co-parenting.

Early planning also allowed plenty of time to identify obstacles and find solutions; at Wascher, this meant relocating garbage cans, a slight adjustment to the custodial schedule, and creating a leadership team of students — fourth - and fifth - graders who would be in charge of delivering breakfast to the classrooms in the morning.

Under the mayor's plan, which matches a similar increase for state employees enacted by Cuomo last year, about 50,000 city workers — including crossing guards, prekindergarten teachers, custodial workers and others — would see their pay reach the $ 15 - an - hour level by the end of 2018, making them some of the country's highest paid municipal employees.

Under the mayor's plan, which matches a similar increase for state employees enacted by Gov. Andrew M. Cuomo last year, about 50,000 city workers — including crossing guards, prekindergarten teachers, custodial workers and others — would see their pay reach the $ 15 - an - hour level by the end of 2018.

StockHolding began by offering custodial and post trading services, adding depository services and other online stock trading services to its portfolio A FREE online software tool for volunteer management and event planning.

If you are an investor who owns mutual funds or ETFs, either in taxable accounts, IRA accounts, children's custodial accounts, variable annuities, pension funds, 401 (k) plans or 403 (b) plans, you probably own AAPL as part of those funds» portfolios.

The AXA Retirement 360SM defined contribution program consists of a custodial account offered through Reliance Trust Company, LLC, within which plan participants» chosen mutual fund shares are held, as well as a group fixed annuity contract (Generic Form Number 2016FA - MFrev, 2016FA - MF403b) issued by AXA Equitable Life Insurance Company («AXA Equitable»).

Learn more about 529 College Savings Plans, Coverdell Education Savings Accounts and Custodial Savings Accounts (UGMA / UTMA)

The earnings and income from custodial accounts are taxable, not tax free as they are in an ESA or 529 plan.

I generally encourage anyone who is planning to transfer a large dollar amount to a child to consider a trust before setting up a custodial account.

I know there are 529 plans, a rather cumbersome «replacement» method via treasurydirect.gov, and other arduous methods (trusts, custodial accounts, etc).

There are a number of alternatives to a custodial account, including trusts, 529 plans, and IRAs.

For example, by placing a 529 plan within a custodial account, the parent or grandparent can retain control until the student becomes of age (generally 18 to 21, but varies by state).

People use a variety of different investment vehicles to save for their children's education, including IRAs, custodial accounts, and 529 plans.

Unlike a custodial account that eventually transfers ownership to the child, with a 529 savings plan, the account owner (not the child) calls the shots on how and when to spend the money.

Capital Wealth Planning had the privilege to present the 5 - star rated Enhanced Dividend Income Strategy (available on AMS) to a group of Private Registered Investment Advisors who utilize Raymond James Financial Services as a custodial platform to operate their financial practice.

Provides the forms, worksheets and custodial account agreement necessary to open a Franklin Templeton 403 (b) plan account.

The company also provides mortgage lending; treasury management services for businesses, individuals and non-profit entities including wholesale lock box services; remote deposit capture services; trust and wealth management services for businesses, individuals and non-profit entities including financial planning, money management, custodial services and corporate trust services; real estate appraisals; credit - related life and disability insurance; ATMs; telephone banking; on - line and mobile banking services including electronic bill pay; debit cards, gift cards and safe deposit boxes, among other products and services.

UGMA / UTMA Prior to the inception of 529 Plans in 1996, a popular way to save for a kid's college education was via a custodial account or UGMA / UTMA (Uniformed Gift to Minor's Act / Uniform Transfer to Minor's Act).

Note * Trusts, Custodial Accounts, Qualified Plans, Business Account signed by a Power of Attorney is prohibited from submitting the application electronically.

You may find that you're better off putting money into a Coverdell account, a 529 plan, or even a traditional IRA or a Roth IRA, instead of a custodial account.

Others include the 529 prepaid plan, Coverdell education plan, UGMA / UTMA custodial accounts, Roth IRA, or a simple savings account.

The distinction between custodial - account money shifted to a 529 plan and other contributions is a good reason to separate accounts.

(Qualified education benefits that are owned by the student, such as a custodial 529 plan account, are reported as parent assets on the FAFSA.

A custodial 529 plan of a dependent student is treated as an asset of the parent on the Free Application for Federal Student Aid (FAFSA).

Thus one method of dealing with the financial aid impact of a custodial bank or brokerage account is to liquidate the account and transfer the proceeds into a custodial 529 plan account.

We can help you set up 529 plans, Coverdell education savings accounts and custodial accounts.

Look into establishing custodial accounts, Coverdell Education Savings accounts or a Section 529 plan for them.

The most popular savings vehicles were: savings account in adult's name earmarked for college (51.2 %), other means such as a Roth IRA (39.0 %), savings bonds (29.3 %), UTMA / UGMA custodial account (26.1 %), Coverdell Education Savings Account (21.8 %), home state's 529 college savings plan (11.1 %), and out - of - state 529 college savings plan (4.9 %).

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You can start a 529 plan anytime before your child turns eighteen and unlike a custodial account that eventually transfers ownership to the child, the account owner (not the child) calls the shots on how and when to spend the money in a 529 plan.

We help custodial and noncustodial parents establish workable plans for quality parenting time.

If custody has been established and the custodial parent intends to move his residence to a place outside of this state and to take the child with him, he must, as soon as possible and before the planned move, attempt to obtain the written consent of the noncustodial parent to move the child from this state.

When parents split, the parents or a judge will draft a custody order which sets forth daily visitation plans and other custodial arrangements.

(c) When changed circumstances are shown under subsection (a) of this section, the court shall, if practical, revise the parenting plan so as to both accommodate the relocation and maintain the same proportion of custodial responsibility being exercised by each of the parents.

It was argued that such policies do not provide sufficiently comprehensive coverage of the cost of medical care, and are limited benefit plans that provide or pay for the cost of custodial and other related services in connection with a long term, chronic illness or disability.

Contributions into a 529 college savings plan — a custodial trust fund that helps a beneficiary pay for their higher education — also don't count as taxable income.

Coordinated, planned, and supervised all functions and activities of the custodial department

I've been employed at the Gold Rim Hotel as a part - time janitor for more than 2 years, where I have efficiently coordinated, planned, and implemented all functions and activities of the custodial department.

He / she is responsible for overseeing facilities planning and custodial operations as well as coordinating a company's supportive services, such as mail distribution, recordkeeping, or other office support services.

CAREER HIGHLIGHTS • Demonstrated expertise in coordinating cleaning plans and schedules of custodial staff members • Proficient in inspecting the performance of custodial staff to ensure compliance to cleanliness and maintenance standards • Well - versed with methods, materials, chemicals and equipment used in custodial work • Adept at working independently and maintaining a collaborative and positive working environment

Experience includes the operations of numerous facilities to include staff supervision, budgets, contracted services, vendors, security, space planning, property profiles, lease management, emergency preparedness, custodial maintenance, HVAC, mechanical systems, plumbing, electrical, landscape, carpentry, safety, site inspections, emergency action p...