Sentences with phrase «determining asset distribution»

Complexity of personal finances, determining asset distribution and accounting for the future needs of your survivors are all components that may need to be addressed in your will.

Not exact matches

This professional can help you determine how much you will need to pull out of a qualified retirement plan versus spending non-qualified assets, the timing of optimizing your Social Security benefits and annuity contracts, determining an appropriate asset spending rate and the transition from an accumulation phase to a distribution phase.

You should also consider creating a plan for taking distributions; use our Planning & Guidance Center to help determine if your assets will provide the income you need during retirement.

Upon dissolution or winding up of said corporation's affairs, whether voluntary or involuntary, all of its assets then remaining in the hands of the board of directors shall, after paying or making provision for payment of all of said corporation's liabilities, be distributed, transferred, conveyed, delivered, and paid over only to educational, scientific, literary, or charitable organizations that are exempt from federal income tax under section 501 (c)(3) of the Internal Revenue Code of 1986, as amended, and which are not private foundations within the meaning of section 509 (a) of the Internal Revenue Code of 1986, as amended, on whatever terms and conditions and in whatever amounts the board of directors may determine, for use exclusively for educational, scientific, literary, or charitable purposes, except that no distribution shall be made to organizations testing for public safety.

To determine the optimal asset allocation in retirement, it is also useful to see the spending distribution among major expense categories:

Year to Date (YTD) returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested.

While your will determines the distribution of assets that are part of your estate, life insurance proceeds bypass this procedure and are made available directly to your beneficiaries.

You should also consider creating a plan for taking distributions; use our Planning & Guidance Center to help determine if your assets will provide the income you need during retirement.

, any subsequent distributions from any of your Traditional, SEP or SIMPLE IRAs will include a prorated amount of pretax and post-tax assets, as these IRAs are aggregated for the purposes of determining the taxable amount of any distributions.

Once you make a nondeductible contribution or roll over after - tax amounts to any of your Traditional, SEP or SIMPLE IRA, any subsequent distributions from any of your Traditional, SEP or SIMPLE IRAs will include a prorated amount of pretax and post-tax assets, as these IRAs are aggregated for the purposes of determining the taxable amount of any distributions.

However, if you inherited retirement plan assets and either took distribution of those assets during the last three years or still have balances in your inherited retirement accounts, be sure to talk to a retirement plan expert to determine whether you are eligible to claim the deduction for the IRD.

A Panel Trustee is appointed in each Chapter 7 case to review the bankruptcy petition and schedules filed with the Court and to determine if the debtor has any non-exempt assets available for distribution to creditors.

Returns are historical and are calculated by determining the percentage change in net asset value or market price (as applicable) with all distributions reinvested and includes management fees and other expenses.

Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested.

The SCF provides the framework and allows us to determine the general distribution of households by their level of investable assets.

These distributions will either be paid in cash or reinvested in the Fund, as may be determined by BlackRock Asset Management Canada Limited from time to time.

The distribution follows the final settlement of the sale of Aspen's California oil and gas assets to Venoco, Inc., at which the parties made a number of immaterial adjustments to the purchase price paid at the June 30, 2009 closing, and made certain other payments that were not determined until after the closing.

The Board of Directors has fixed July 31, 2009 as the record date for determining stockholders entitled to receive any future distributions of available assets and as the final date for the recording of stock transfers.

Utility regulators have traditionally had difficulty determine the value of energy storage because it doesn't fit neatly into the traditional categories of generation, transmission, distribution or some other rate - based asset.

As near as I can tell the only difference is that, rather than simply awarding Husband an additional $ 31,751.95 in equitable distribution, it remanded the matter back «to the family court to determine how the distribution of marital assets shall be modified to reflect this adjustment.»

Whether you have a prenuptial or post-nuptial agreement, we can help you determine a fair division of assets based on New York's equitable distribution laws.

When a business is a marital asset involved in a Pennsylvania divorce proceeding, it may be necessary to determine its value for equitable distribution.

In these instances, we help our client determine what has happened to the missing money, or assets, and work to have it included in a fair equitable distribution scheme.

If a case is highly contested, and / or one spouse has a history, for example, of hiding or dissipating marital assets, subpoenas of bank accounts and other financial statements can be obtained to help the court determine an award of equitable distribution when one spouse refuses to provide documentation evidencing same, or if the court or your divorce lawyers in Brooklyn have reason to believe that your spouse is not being entirely truthful in his or her disclosure of these assets.

Creating an estate distribution plan is about determining who will get what portion of your assets.

While your will determines the distribution of assets that are part of your estate, life insurance proceeds bypass this procedure and are made available directly to your beneficiaries.

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

In general, state laws determine each spouse's rights regarding the distribution of assets and payment of debts from the marriage.

Even though it's called a Property Settlement Agreement, this agreement covers much more than the division of property or equitable distribution of property — it's also about child custody, parenting time, division of assets (including personal property, real estate such as the marital home, retirement assets and pensions, and businesses), alimony, and any other additional issues that must be determined in furtherance of divorce or dissolution of marriage.

As you gather your divorce support team, also begin to gather the financial records you will need so that you and your spouse can determine what distribution of assets and debts is fair, or at least acceptable.

And a Non Recourse lender will look at the assets, income, expenses and reserves to determine risk, and maybe the distribution track record.

If there was a will and the will was probated or the estate was probated by a court of law the documentation from the probate is crucial to determine the distribution of the estate assets, including the property.