Sentences with phrase «deferral provided»

2There is no additional tax - deferral provided when an annuity contract is used to fund a tax - qualified retirement plan.

«The Court finds that this evidence of Conniff's status of being in a loan deferral provides further support for her claim that she can not pay the debt and maintain a minimal standard of living without suffering an undue hardship and in addition, is evidence of good faith.»

Not exact matches

The Congressional Budget Act of 1974 defines tax expenditures as «revenue losses attributable to provisions of the Federal tax laws which allow a special exclusion, exemption, or deduction from gross income or which provide a special credit, a preferential rate of tax, or a deferral of tax liability.»

Tax loss harvesting is a tax deferral strategy which involves selling a security currently running at a loss and buying a correlated asset in its place to provide almost identical exposure.

Effective January 1, 2010, the Company amended this plan to provide for supplemental Company matching contributions for any compensation deferred by a plan participant, including named executives, that would have been eligible (up to certain IRS limits) but for this deferral for a matching contribution under the Company's 401 (k) Plan.

As for the alleged inability of governments to manage the tax deferral, if such a system were implemented, provided that people traded securities or died at a more or less steady rate over time, there's no reason to think that there would be government cash flow issues.

Prior to the freeze on July 1, 2009, the Supplemental 401 (k) Plan provided for Company contributions equal to the team member's deferral election in the Wells Fargo 401 (k) Plan as of January 1 for the relevant year up to 6 % of certified compensation, as defined in the plan.

Whom it may benefit: This strategy works best for couples with normal to high life expectancies with similar earnings, who are planning to work until age 70 or have sufficient savings to provide any needed income during the deferral period.

Annuities can provide a variety of benefits, including the ability to grow assets with the benefit of tax deferral * and the opportunity to leave a legacy for loved ones.

S. 1212, introduced by Senators Cardin and Roberts, contains several provisions to further encourage employee - ownership in S corporations, including extending the gain - deferral provisions of Code section 1042 to sales of employer stock to S - ESOPs, providing resources to small businesses contemplating making the transition to an ESOP, and ensuring that SBA - certified small businesses do not lose their status by becoming employee owned.

The charitable deduction falls into a category of revenue losses, so - called tax expenditures, attributable «to provisions of the Federal tax laws which allow a special exclusion, exemption, or deduction from gross income or which provide a special credit, a preferential rate of tax, or a deferral of tax liability.»

Not only would the Governor's proposed budget help all public schools in the state by providing an additional $ 9.7 billion in ongoing and one - time funding increases, it would also generate particular benefit for California's charter schools by fully eliminating funding deferrals and accelerating the implementation of LCFF, which produces greater funding equity for charter schools over time.

At a fee of $ 150 to $ 300 per hour, an accountant can often provide great insight and potential tax deferral strategies for situations such tenants - in - common (often after only an hour long consultation).

Roth IRAs don't provide deferral.

Income deferral is another way to increase this year's refund, while providing for yourself down the road.

So if you think that wages will continue to grow a little faster than inflation, then it provides a modest sweetener for CPP deferral.

This also leads to longer holding periods, which provide greater tax deferral and lower brokerage costs.

Variable annuities provide tax deferral and an opportunity to take on more risk than a fixed annuity in return for greater growth.

Annuities also provide retirees with the benefit of tax deferral.

Technically, even though annuities provide for tax - deferred accumulation, DIAs are not accumulation annuities, so there isn't actually anything to tax during the deferral period.

If you are purchasing an annuity contract to fund an Individual Retirement Annuity (IRA) or employer - sponsored retirement plan, you should be aware that such annuities do not provide tax - deferral benefits beyond those already provided by the Internal Revenue Code.

Annuities can provide a variety of benefits, including the ability to grow assets with the benefit of tax deferral * and the opportunity to leave a legacy for loved ones.

Fortunately, there is a solution that does provide guaranteed tax - advantaged income, tax - deferral, and principal preservation.

Variable annuities provide the dual advantages of investment flexibility and the potential for tax deferral.

In - plan investments that provide guaranteed income should be used as part of an overall allocation strategy, garnering only about 15 % to 30 % of a deferral, said Joseph Eck, vice president of the institutional solutions group for The Hartford.

These states only provide a tax deferral.

Section 1031 of the Internal Revenue Code provides tax deferral for certain exchanges of property held for investment or used in a trade or business.

That provides a tax - deferral opportunity if you've used up your TFSA and RRSP room, he says.

Findings suggest that short deferral period annuities can reduce the cost of funding retirement, provide longevity protection, and offer behavioral benefits to clients concerned about near - retirement market performance.

Income annuities with short deferral periods provide a future guaranteed retirement income stream.

If you are purchasing an annuity contract as an individual Retirement Annuity (RA), you should be aware that such annuities do not provide tax - deferral benefits beyond those already provided by the Internal Revenue Code.

Variable annuities provide the opportunity for market appreciation — through a variety of investment options — with tax - deferral and future income.

Unlike long - term deferral period annuities (longevity insurance) that are primarily meant to protect against longevity risk, a short - term deferral period annuity can provide a steady income to pre-fund retirement spending over the entire retirement life cycle.

Federal student loans, on the other hand, provide complete deferral while you're in school.

chiropractors or physiotherapist) whereby treatment is advanced on our promise to reimburse them upon settlement (e) deferral payment options that can be arranged by our Vancouver office for special and pricey diagnostic tests like MRIs, CT Scans, etc so that you need not pay for these such tests until your case settles most often ICBC will actually reimburse us at the conclusion of your case for such special diagnostic tests provided they are medically necessary and you are referred by a qualified physician for greater discussion CLICK HERE (f) community based resources which can be accessed by our lawyer to pay for extraordinary medical expenses.

For the tax deferral and other benefits they confer, many Ontario lawyers have incorporated a professional corporation [Note, by definition, professional corporations are called «law corporations» in the LawPRO policy, and are referenced the same way in the Law Society's bylaws](«PC»), which effectively become the lawyer's employer and the entity providing legal services.

In the right circumstances, the P3 model can provide savings and non-financial benefits that will offset the higher finance costs, such as risk transfer, deferral of cost over the life of the asset, and providing a mechanism to ensure that operation and maintenance of the asset is properly budgeted for to preserve the value of the asset over its life.

Many states and localities do not provide for the deferral of Section 965 income or repayment.

1While non-qualified annuities offer the added benefit of tax deferral, in the case of qualified annuities, the tax deferral is provided by the retirement plan itself.

In fact, life insurance is viewed as such a positive that Congress provides significant tax preferences for insurance policies, including tax - deferral on any growth in the cash value, and a tax - free death benefit for the beneficiaries.

Experts recommend investing in annuities only after you've maxed out contributions to other retirement vehicles, which provide the same tax deferral benefits without the high fees of annuities.

Provided unique tax planning to various corporations and high net worth individuals regarding family trusts, IPPS, incorporation, income splitting, tax deferral and various other methods to minimize taxes

The big advantage there is tax deferral which dividends etc don't provide.

This short - term tax deferral strategy provides an excellent income tax planning opportunity when a 1031 exchange transaction does in fact fail unexpectedly.

TREB says change could produce many benefits for Realtors, such as a lower income tax rate, greater accumulation of wealth through long - term tax deferral, providing a vehicle for retirement savings, faster repayment of debts, cheaper funding of non-deductible expenses, providing an incentive to save, providing individual pension plans, tax deferral on bonus accruals and a capital gains exemption.

DST investments have gained tremendous popularity since its inception in 2004 and provides many advantages for the high net worth accredited individual, such as capital gains tax deferral (1031 exchange), asset protection, and balance sheet advantages.

The policy change proposed by The Canadian Real Estate Association (CREA), the Canadian Federation of Apartment Associations (CFAA) and the Real Property Association of Canada (REALpac) would support urban regeneration and expand rental housing in Canada by encouraging new investors, and by providing existing owners the opportunity to re-invest because of capital gains deferrals, say the associations.

If you have deferred your recognition retreat attendance after the deadline provided by Young Living, you will be required to pay the deferral fee to attend the next year's retreat.