Sentences with phrase «favorable tax status»

In other words, transferring an old policy to a new policy using a 1035 tax - free exchange may cause gains in the new policy to lose their favorable tax status.

Section 529 college savings plans are similar in many ways to retirement plans, such as 401 (k) and IRAs, although with much higher contribution limits and more favorable tax status.

If you recall, munis were under pressure at the start of the year as some observers were predicting that tax reform could cause some bonds to lose their favorable tax status.

Non qualified dividends which one would receive from a REIT do not get the favorable tax status as REITS do not pay taxes if they meet the IRS requirements for REIT status.

With pre-tax (IRA) or tax - free (Roth IRA) accounts, this doesn't matter as much because these types of retirement accounts have favorable tax status.

If you recall, munis were under pressure at the start of the year as some observers were predicting that tax reform could cause some bonds to lose their favorable tax status.

However, if a taxpayer isn't fully aware of the intricacies of the law, it's possible that income generated from their IRA investments could jeopardize their favorable tax status, potentially leading to penalties.

And then there's the question of how a not - for - profit foundation like Mozilla can even consider these kinds of commercial deals, given the higher public disclosure requirements for nonprofits, not to mention the restrictions on money - making activities that accompany the favorable tax status.

Not exact matches

Among these conditions are 1) education's privileged legal status in most state constitutions; 2) schooling's uniquely decentralized operation and diffuse revenue - generation structure; 3) local political dynamics and institutions that foster a favorable fiscal environment for public schools; 4) a multitiered structure for funding schools with complicated intergovernmental funding incentives and reliance on inelastic tax sources, such as property taxes at the local level.

Favorable state tax status may be limited to the state's own plan.

While municipal bond issuance increased considerably during November and December in anticipation of Tax Reform and revised tax - exempt status for certain issue types, we would expect that, post signage, longer term supply should begin to decline which, of course, should prove favorable for bondholdeTax Reform and revised tax - exempt status for certain issue types, we would expect that, post signage, longer term supply should begin to decline which, of course, should prove favorable for bondholdetax - exempt status for certain issue types, we would expect that, post signage, longer term supply should begin to decline which, of course, should prove favorable for bondholders.

Any tax - favorable status attached to the annuity doesn't apply because it is inside an IRA structure.

The tax - exempt status of munis not only relieves buyers from paying tax on the interest income, but also allows the government issuers to borrow at favorable rates.

Therefore, if a spouse meets all of the qualifications, he or she can file as head of household, avoid the much less favorable filing status of married filing separately, and enjoy a higher standard deduction and lower tax rates.

This filing status has a larger standard deduction and more favorable tax brackets.