Sentences with phrase «distribution tax strategy»

This is simply a distribution tax strategy if you wish to have personal use.

Not exact matches

The decision to actively pursue an international sales strategy began in 2009, when Newman, Singh and Snyder, decided to establish their first off - shore distribution facility in Amsterdam, where there are «very favourable» corporate tax rates and which also allowed for ready access to customers in the U.K. and Europe.

Posted by Toby Sanger under Bank of Canada, capitalism, corporate income tax, corporate profits, debt, deficits, economic crisis, financial crisis, household debt, income distribution, investment, progressive economic strategies.

Posted by Nick Falvo under Alberta, BC, budgets, Canada, child benefits, Child Care, Conservative government, demographics, education, election 2015, employment, Harper, housing, income, income distribution, income support, income tax, inequality, PEF, population aging, post-secondary education, poverty, privatization, progressive economic strategies, public services, Role of government, Saskatchewan, seniors, social policy, taxation, unemployment, user fees, workplace benefits.

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

Other strategies include taking distributions from retirement plans before 70 1/2 when the taxpayer is in a lower bracket or investing in municipal bonds in order to receive tax - free interest income.

I often recommend leaving IRAs and other tax - advantaged accounts to grandchildren, as it allows for the possibility of decades of tax - deferred and potentially tax - free distributions, which can be an extremely powerful estate transfer strategy.

If an individual adopts an NUA strategy and takes a lump - sum distribution of the employer stock, he will owe income tax on the $ 40,000.

This strategy would be recommended for investors who (1) Have adequate savings relative to spending needs (2) Have a high marginal tax rate and (3) Have sources of low - tax distributions with which to smooth income.

To give you confidence in a long - term distribution strategy, several factors must be considered to solve for the «magic number» needed to support your lifestyle including: sequence of returns, volatility, portfolio withdrawals, taxes, life expectancy, inflation, and more.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

(For more, see Best Strategies for Managing Taxes on Distributions.)

Other strategies include taking distributions from retirement plans before 70 1/2 when the taxpayer is in a lower bracket or investing in municipal bonds in order to receive tax - free interest income.

Aside from the tax efficiency, we have another critical reason to adopt this strategy — Required Minimum Distributions (RMD's).

However, if you adopt Warren Buffett's «hold forever» strategy (never sell it), then all of those distributions are basically tax - free money.

The disadvantages of this strategy are the complicated tax calculations and that you have almost all of your money invested in a fund chosen for its ROC distribution — not because it is the best investment based on risk / return / tax - efficiency.

Hosts Joe Anderson, CFP ® and «Big Al» Clopine, CPA break down key strategies on designing your investment portfolio, maximizing Social Security, generating a retirement income distribution plan, avoiding paying unnecessary taxes and so much more.

But with his present TFSA strategy of collecting distributions in retirement, the payment would be completely tax - free.

They also may provide useful as a tax optimization strategy, as well as reducing / deferring your Required Minimum Distribution after age 70 1/2 (outside the scope of this article).

As I see their strategy now, the Board is using two leverage points to force hedge funds to reenter the common and vote for the merger; those two points are, 1) the merger is the only way that they can realize value for their illiquid holdings of GSD and Dividend Notes and 2) unless the merger is completed prior to Sept. 12, 2015 the favorable tax treatment afforded the 2013 distributions will be retroactively cancelled!!!

Yet, by formulating a tax - efficient investment and distribution strategy, retirees may keep more of their hard - earned assets for themselves and their heirs.

In terms of specific, the best way to achieve optimal tax strategy would be to use a tax shelter like a Roth IRA which consists of contributions made with after tax dollars, and that allows the money to compound tax - free in the account and when it comes time for distributions.

Please consult your tax advisor regarding higher capital gains distributions due to a change in portfolio strategy.

In addition, such tax strategies may require the Fund to liquidate other investments to meet its distribution requirement (including when it may not be advantageous for the Fund to liquidate such investments), which may accelerate the recognition of gain and affect the Fund's total return.

He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.

Tax - management strategies are employed to help minimize certain distributions.

Your strategy, on its own, understates the risk of dividend default or suspension, tax changes that could impact dividend distributions, market crashes that result in dividend cancellations.

Features Early Plan Distributions: How to Avoid the 10 % Penalty Tax Strategies: You can withdraw money from your retirement plans before age 59 1/2 without incurring the 10 % penalty for early distributions, but it requires careDistributions: How to Avoid the 10 % Penalty Tax Strategies: You can withdraw money from your retirement plans before age 59 1/2 without incurring the 10 % penalty for early distributions, but it requires caredistributions, but it requires careful planning.