Sentences with phrase «deferral account»

The allocation of deferral account funds to consumers was neither a variation of a final rate nor, strictly speaking, a rebate.

From the Price Caps Decision onwards, it was understood that the disposition of the deferral account funds might include an eventual credit to subscribers once the CRTC determined the appropriate allocation.

In the summer of 2016, OSPE submitted an advisory document to the Minister of Energy and all three major political parties detailing 21 actionable recommendations that would deliver efficiencies and savings, including reducing residential and commercial rates by approximately 25 per cent, without the creation of the subsidy and deferral account under the Ontario Fair Hydro Act.

«Deferral accounts are used on large projects many times,» he said.

When the CRTC approved the rates derived from the Price Caps Decision, the portion of the revenues that went into the deferral accounts remained subject to the CRTC's further directions.

The deferral accounts, and the fact that they were encumbered by the possibility of the CRTC's future directions, were therefore an integral part of the rate - setting exercise.

In the Price Caps Decision, the CRTC indicated that the amounts in the deferral accounts would help achieve the CRTC's objectives.

Not exact matches

By comparison, SEP accounts don't allow for employee elective deferrals and catch - up contributions, but they do allow for total annual contributions of $ 54,000.

However, contributions to this account are considered «elective deferrals» that count toward an individual's overall annual limit on elective deferrals.

Exclusions, deductions, and deferrals of income recognition will account for 77 percent of individual income tax expenditures in fiscal year 2018, special rates for 10 percent, nonrefundable credits for 1 percent, and refundable credits for 13 percent (figure 1).

In a 2016 401k plan design study of 2,767 small businesses, we found 66 % permit participants to make after - tax Roth deferrals to their personal account.

To avoid this, the VA and tax - deferred account would need to be liquidated over the course of several years or annuitized, which would lengthen the deferral period.

Earlier this year, the government took aim at tax deferral opportunities afforded to certain professionals, including lawyers, by proposing to eliminate billed - basis accounting.

The amounts in this column represent above - market interest earned on director compensation deferred to an interest - credited account under the Director Compensation Deferral Plan, as elected by the director.

A participant will become vested in the matching contribution credited to his or her account once the participant has participated in the Deferred Compensation Matching Plan for three plan years after his or her initial deferral.

Younger family members with long lives ahead of them can «stretch» mandatory withdrawals over many decades, preserving tax deferral and increasing the ultimate value of the account.

Eligible employees can fund their own accounts by way of regular salary deferrals; you make additional contributions to their accounts.

The contribution would have been greater, but conformance to acquisition accounting rules resulted in a deferral of $ 10 million in Bureau van Dijk's revenue beyond the first quarter.

The employer makes a tax - deductible, matching, or nonelective contribution to each eligible employee's SIMPLE IRA, and the employees themselves can make salary deferral contributions to their own account.

An Idividual Retirement Account (IRA) is one of the best tools to help you fund your retirement, combining the benefits of tax deferral with potential interest compounding.

The deferral does not take into account whether the men who have sex with men are using a condom or not, it does not separate those in a relationship from those who engage in sex with casual partners.

Other benefits include optional health benefits through the Hawaii State Teacher Association Voluntary Employees Beneficiary Trust (HSTA VEBA), flexible spending accounts, tax deferral programs, Resources for Employee Assistance & Counseling Help (REACH), and workers» compensation.

Annuities, in particular, are attractive to many consumers from the standpoint of tax deferral because — unlike other tax - deferred accounts, such as 401 (k) s and IRAs — the product has no limits on annual contributions.

Annuities, in particular, are attractive to many consumers from the standpoint of tax deferral because — unlike other tax - deferred accounts, such...

(However, this doesn't necessarily mean that Roth accounts are superior to traditional tax privileged accounts; there are tradeoffs between the benefits of tax deferral in traditional tax privileged accounts and tax free returns in Roth accounts.)

If you had only $ 1,000 of RRSP room and you wanted to maximize your tax deferral, it would have been preferable to keep the bonds in the RRSP and the equities in a taxable account.

Before deciding how these accounts may fit into your overall retirement savings, you'll want to understand what tax deferral means, how it compares to other types of retirement accounts, and what some of the other features of tax - deferred accounts are.

Admittedly, you could invest that $ 4500 difference in a taxable account and then use it to pay the withdrawal taxes at the end, but the Roth avoids all the interim taxes on the taxable account (and avoids the need for interim tax - deferral strategies).

Tax deferral put simply means that you are paying taxes on the funds in your retirement account once withdrawn, not prior to depositing them in the account.

If you trade frequently in your account, a wash sale deferral could affect your cost basis.

Typically the higher the annual cost, the better the annual increase while the account is in deferral.

To most of the people out there that are not CPAs, the term deferral would throw them off, but it's a way of saying that there are incredible tax benefits to using these accounts.

All accounts come with tax loss harvesting, and for those with portfolios over $ 100,000, Wealthfront's Direct Indexing can offer substantial additional tax deferral benefits.

Since interest would be fully taxed in taxable accounts you lose nothing by this, and gain from the deferral of tax on the profits.

Due to the tax deferral and fixed indexed annuity's higher interest rate, the account value is substantially different after 5 years.

Unlike a taxable account, a fixed annuity enjoys the benefits of tax deferral.

Capital gains may therefore allow for better tax deferral and even better tax efficiency in non-registered accounts, although at low levels of income, Canadian dividends may be taxed at a lower rate than capital gains during a given year.

The Roth IRA offers tax deferral on any earnings in the account.

If you don't yet have an emergency savings account, or it is not sufficient to cover at least three months» worth of expenses, redirect your student loan deferral amount to a savings account.

IRA accounts are tax - qualified retirement savings vehicles that incentivize saving for retirement by offering tax - deductions and / or deferral.

«Tax deferral» is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account.

We manage your investments holistically, to help ensure each account's benefits (e.g. tax deferrals or flexible investment options) are maximized.

This order is all about what types of accounts to invest money in, in the best order, to take advantage of as many tax - deferrals as possible.

This total contribution limit takes into account your personal elective deferrals, employer matching contributions, employer nonelective contributions and allocations of forfeitures.

More than half of student loan accounts, which add up to more than 40 % of the total dollars owed, are in deferral status.

The account is shown current upon granting the deferral.

Of course, these accounts can offer big benefits in terms of tax deferral, and often come with a matching contribution from your employer, as well.

The accounts strike a two - way bargain: years of tax deferral and deductions, followed by years of taxpaying withdrawals.

In most retirement plans, your employer can make contributions, or elective deferrals, to your account on your behalf.

Certain tax - exempt shareholders, including qualified pension plans, individual retirement accounts, salary deferral arrangements, 401 (k) s, and other tax - exempt entities, generally are exempt from federal income taxation except with respect to their unrelated business taxable income (UBTI).