Sentences with phrase «fund more tax»

So, what exactly makes one fund more tax - efficient than another?

Every year, the legislature chooses to fund more tax breaks for the rich and ignore the plight of our kids and schools.

Yet another way to make your mutual funds more tax - efficient is to select funds with a high tax - efficiency ratio.

So, unfortunately, we are going to be sending investors in both funds more tax bills.

Not exact matches

The trust fund is paid for with receipts from the federal fuel tax, and with gas prices at low levels, an increase in the tax might be part of a more extended program.

«The point of the deduction is to allow businesses more after - tax funds to reinvest and grow employment.

There would also be more after - tax cash flow to fund RRSPs, which, in turn, would increase available tax credits.

Returns were lousy, the early - stage companies the funds invested in constantly needed more money, and Ontario had already decided to cancel its tax credit in 2010, which became a deal - breaker for many investors.

With more trading in that part of the portfolio, Gross pointed out that the better tax efficiency of index funds can keep a portfolio's tax liability down.

Association president Gary Smith, of Brookfield Financial, opened the conference by imploring federal and provincial governments to play more of a role, lauding those provinces like Ontario that have launched venture funds, and taking credit for the repeal of Section 116 of the Income Tax Act in the Harper government's spring budget.

Trump's plan to cut taxes for corporations and the wealthy would leave companies and the rich more funds to spend on investments.

It's a broad range that, according to your interpretation of the measure's wording, would include even very early - stage startups so long as they've received more than $ 1 million in funding over the course of a single tax year.

Beyond those basics, you'll get approved more readily and with better terms if you give the banks precisely what they need to make a decision: tax returns and audited (if possible) financial statements (P&L, balance sheets and cash flow) for the year to date and the previous three years; monthly statements for the previous 12 months; a business plan explaining what you do, how you do it and why your company would be a good risk; a detailed projection showing how you will generate the funds to pay down the line; and a backup plan (collateral) to repay the bank if the projections don't pan out.

And it must act consistently and holistically with its support and the elimination of economically hostile policies and laws, such as restrictive labor laws, ever - changing tax policies and an almost exclusive emphasis on funding the government for one more month instead of growing the economy.

Other measures include: • remove rule limiting Child Tax Credit (CTC) to one claimant per household (to allow two or more families sharing a house to claim the CTC); • repeal $ 10,000 cap on medical expense tax credit claims made on medical costs incurred for an eligible dependent; • easier access to funds in Registered Disability Savings Plans for beneficiaries with shortened life spans; • improved Employment Insurance benefits to parents of gravely ill, murdered, or missing children; and • enhanced ability to make transfers between individual RESPs, and better access to RESP funds for post-secondary students studying outside CanaTax Credit (CTC) to one claimant per household (to allow two or more families sharing a house to claim the CTC); • repeal $ 10,000 cap on medical expense tax credit claims made on medical costs incurred for an eligible dependent; • easier access to funds in Registered Disability Savings Plans for beneficiaries with shortened life spans; • improved Employment Insurance benefits to parents of gravely ill, murdered, or missing children; and • enhanced ability to make transfers between individual RESPs, and better access to RESP funds for post-secondary students studying outside Canatax credit claims made on medical costs incurred for an eligible dependent; • easier access to funds in Registered Disability Savings Plans for beneficiaries with shortened life spans; • improved Employment Insurance benefits to parents of gravely ill, murdered, or missing children; and • enhanced ability to make transfers between individual RESPs, and better access to RESP funds for post-secondary students studying outside Canada.

You can't tap the funds without paying a 10 percent penalty before age 59.5 or doing a Roth conversion and paying taxes, so it's more like a retirement insurance policy.

Cuts to the highest per - capita spending in Canada will doubtless be part of the budget Premier Alison Redford unveils on March 7, but a shortfall on the revenue side, namely oil and gas royalties, has prominent Albertans calling for a more stable source of funding: a provincial sales tax.

Replacing it with a cheaper, more diversified and more tax - efficient mutual fund or exchange - traded fund can make a lot of sense.

Wealthfront supports additional Direct Indexing, which looks at movements in individual stocks, not just single funds, in order to harvest even more tax losses and lower your tax bill.

According to the Times, a BlackRock report «has calculated that if the financial transaction tax were set at 0.1 % per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

U.S. Treasury yields also faced upward pressure ahead of Wednesday's quarterly refunding announcement that is expected to show more supply as the government seeks to fund its massive tax cut program and increased fiscal spending.

This way, the RRSP holder may be able to get more of their RRSP funds right away, rather than having to wait until the next tax - filing period to submit a rebate claim.

The new budget relies primarily on higher property taxes to increase school funding, raising more than $ 7 billion over four years and, the legislature hopes, finally complying with the Supreme Court order.

Lost revenues from tax cuts, twinned with greater government spending, mean more borrowing to fund deficits.

«if the financial transaction tax were set at 0.1 percent per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

As more infrastructure is built, more private - sector investment will follow, drawing more funds back into the market, which will spur more economic growth — and tax revenue.

What's more, your taxes may be significantly lower: tax costs for iShares ETFs on average are less than 1/2 those of the average mutual fund ³.

While stock pickers can simply decide not to invest in gun companies, which also comprises Olin (oln) and Vista Outdoor (vsto), life is a bit more thorny for holders of mutual and exchange - traded funds in tax - advantaged accounts like a 401 (k) or an IRA.

Mutual funds are generally more tax inefficient than ETFs and, as a result, are typically more negatively impacted than ETFs when comparing performance based on post-tax returns rather than total returns.

You can't tap the funds without paying a 10 % penalty before age 59.5 or doing a Roth conversion and paying taxes, so it's more like a retirement insurance policy.

According to the International Monetary Fund, though, not only should fuel taxes jump by more than 50 percent, the increase should have Canadians whistling a happy tune.

Once you're contributing the maximum annual amounts to your retirement accounts — and also have an emergency fund built up — then it's time to start looking at ways to invest more without incurring big tax headaches or too much risk, depending on your situation.

With the Fidelity Charitable ® Giving Account ®, you can give more than cash: you can give stocks, real estate, mutual funds and more, for an immediate tax deduction.

Also consider the fact that index ETFs are more tax efficient than index mutual funds.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

This structure has been used in order to give clients maximum tax benefits: fees paid in this manner are deductable from income, whereas if paid via the fund, more favourable dividend and capital gain income would be lost to the client.

A $ 3,000 refund can get you off to a good start and even fund more than half of your Roth IRA for this or the next tax year.

Put more tax - efficient investments (low - turnover funds like index funds or ETFs, and municipal bonds, where interest is typically free from federal income tax) in taxable accounts.

Given the lower tax rates on private corporations, there are more after - tax funds to invest.

She literally discussed and answered questions about all of the investing topics I have recently been thinking about — including weighing the pros and cons of placing all of your bond investments into tax - deferred accounts, why Vanguard decided to recently increase their recommended stock allocation to include 40 % international stocks, and how more investors using REITs (real estate investment trust funds) to balanced their portfolios and mitigate risk.

The Jenkins Panel promotes a higher proportion of direct funding support for innovation commercialization while retaining traditional tax credit based support for science and technology R&D efforts, more in keeping with what most other countries do.

Among those who are failing to get excited about active ETFs, James Peters, CEO of Tactical Allocation Group, managing more than $ 1.5 billion in three ETF - based portfolios, says: «I don't see where they add any compelling value other than being cheaper in cost and having a tax advantage over the traditional mutual fund.»

In 2011, Morgan Stanley helped the Whitney issue more than $ 125 million in tax exempt bonds — funding that was critical to the museum's reopening on May 1, 2015, in an iconic new structure that overlooks the Hudson River in the heart of a vibrant, renewed urban enclave.

While I've got a new comment open, though, here's my thoughts on the Roth debate: It's generally good to diversify your funds as much as possible, tax-wise; nobody can say with absolute certainty what the tax system will look like numerous years from now (although the smart money says that it'll probably be even more complex than our current system).

When the fund distributes capital gains from the sale of securities — this could be taxed at ordinary income tax rates or the more favorable long - term capital gains rate, depending on how long the securities were held in the fund.

In this scenario, if an investor finds that an open - ended index mutual fund and an index ETF are similar relative to his or her investment objectives, passive investments — index funds and passive ETFs — have the potential to be more tax efficient than active funds and active ETFs.

Financial Aid: In 2017, for the first time ever, America's public universities received more revenue from tuition than they did from tax dollars — a funding model that places a higher burden on students and their families and risks widening economic inequality, even as the population of would - be students becomes more diverse.

With a direct donation to a Schwab Charitable donor - advised fund account, your income taxes are reduced by an additional $ 3,960 and the charity receives $ 10,000 more:

Almost six in 10 adults (57 %) say they would be willing to pay one dollar more per week in taxes to increase federal funding for the scientific research into the causes and treatment of pain.

Ideally everyone should max out their pre-tax retirement funds first, but if you don't have enough funds and want to retire earlier then a decision to have more accessible post tax money will still work.