Sentences with phrase «fund type accounts»

Variable universal life insurance is essentially universal life insurance that includes an option to «invest» cash values in mutual fund type accounts that are made up of stocks and bonds.

Not exact matches

Porter tells potential clients that he focuses on not guessing the market by buying index funds that buy broad swaths of the market; keeping costs as low as possible, such as fewer transaction costs and not paying analyst fees; and focusing on tax efficiency, by relocating assets from tax - inefficient types of investments to tax - advantaged accounts.

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

However, following the same reasoning for prohibiting early withdrawals, transferring State GRA funds into 401 (k)- type accounts would also be prohib - ited.

While you can't execute as many transactions with this type of an account as it's more akin to a savings account, you can still access funds easily.

You will need to specify how you want your extra funds applied to your individual loans, and you'll need to identify your loans by disbursement date and loan type (which you can find in Account Access).

You can open either type of IRA account at a bank or online stockbroker firm and fill it with stocks, bonds, funds or other types of investments.

Anyone who has joined since the fund was started will not make any money from this type of account because this separate account will not apply to the...

Types and natures of risks involved vary depending on the types of assets, investment restrictions, markets and countries that each investment account and / or ITM fund adTypes and natures of risks involved vary depending on the types of assets, investment restrictions, markets and countries that each investment account and / or ITM fund adtypes of assets, investment restrictions, markets and countries that each investment account and / or ITM fund adopts.

Along the way, an investor may obtain and fund many different types of investments: Brokerage accounts, trust accounts, 401 (k) s, traditional IRAs, and Roth IRAs.

Your safest type of fund to invest in is a money market account.

Retirement accounts are not a type of investment, like the others listed above, but rather, a type of account in which you can buy stocks, bonds, mutual funds, ETFs and other investments.

The rapidly increasing number of individual donor - advised fund accounts make them the fastest - growing vehicle in philanthropy; and the rising value of charitable dollars granted from donor - advised funds also makes them the most active type of charitable giving vehicle.

To get started with ARK ETF funds, you can buy them on ARK's website using one of many types of brokerage accounts.

Roth 401K — A type of a 401K, but where taxes are paid when money is placed in the account, but funds pulled from the account later are not taxed (see also: Traditional 401K).

Fully fund all types of accounts to get maximum creditor protection.

Betterment does not let you adjust your type of asset allocation based on the funds you have in your tax - advantaged account.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

TD will help find the right Tax - Free Savings solution for every type of investor from high interest savings accounts, term deposits, and mutual funds

After studying this chapter, you will be able to: Explain the basic nature of a joint stock company as a form of business organisation and the various kinds of companies based on liability of their members Describe the types of shares issued by a company Explain the accounting treatment of shares issued at par, at premium and at discount including oversubsription Outline the accounting for forfeiture of shares and reissue of forfeited shares under varying situations Workout the amounts to be transferred to capital reserve when forfeited shares are reissued; and prepare share forfeited account State the meaning of debenture and explain the difference between debentures and shares Describe various types of debentures; Record the journal entries for the issue of debentures at par, at a discount and at premium Explain the concept of debentures issued for consideration other than cash and the accounting thereof Explain the concept of issue of debentures as a collateral security and the accounting thereof Show the items relating to issue of debentures in company's balance sheet Describe the methods of writing - off discount / loss on issue of debentures Explain the methods of redemption of debentures and the accounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Fund Mtypes of shares issued by a company Explain the accounting treatment of shares issued at par, at premium and at discount including oversubsription Outline the accounting for forfeiture of shares and reissue of forfeited shares under varying situations Workout the amounts to be transferred to capital reserve when forfeited shares are reissued; and prepare share forfeited account State the meaning of debenture and explain the difference between debentures and shares Describe various types of debentures; Record the journal entries for the issue of debentures at par, at a discount and at premium Explain the concept of debentures issued for consideration other than cash and the accounting thereof Explain the concept of issue of debentures as a collateral security and the accounting thereof Show the items relating to issue of debentures in company's balance sheet Describe the methods of writing - off discount / loss on issue of debentures Explain the methods of redemption of debentures and the accounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Faccounting treatment of shares issued at par, at premium and at discount including oversubsription Outline the accounting for forfeiture of shares and reissue of forfeited shares under varying situations Workout the amounts to be transferred to capital reserve when forfeited shares are reissued; and prepare share forfeited account State the meaning of debenture and explain the difference between debentures and shares Describe various types of debentures; Record the journal entries for the issue of debentures at par, at a discount and at premium Explain the concept of debentures issued for consideration other than cash and the accounting thereof Explain the concept of issue of debentures as a collateral security and the accounting thereof Show the items relating to issue of debentures in company's balance sheet Describe the methods of writing - off discount / loss on issue of debentures Explain the methods of redemption of debentures and the accounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Faccounting for forfeiture of shares and reissue of forfeited shares under varying situations Workout the amounts to be transferred to capital reserve when forfeited shares are reissued; and prepare share forfeited account State the meaning of debenture and explain the difference between debentures and shares Describe various types of debentures; Record the journal entries for the issue of debentures at par, at a discount and at premium Explain the concept of debentures issued for consideration other than cash and the accounting thereof Explain the concept of issue of debentures as a collateral security and the accounting thereof Show the items relating to issue of debentures in company's balance sheet Describe the methods of writing - off discount / loss on issue of debentures Explain the methods of redemption of debentures and the accounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Fund Mtypes of debentures; Record the journal entries for the issue of debentures at par, at a discount and at premium Explain the concept of debentures issued for consideration other than cash and the accounting thereof Explain the concept of issue of debentures as a collateral security and the accounting thereof Show the items relating to issue of debentures in company's balance sheet Describe the methods of writing - off discount / loss on issue of debentures Explain the methods of redemption of debentures and the accounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Faccounting thereof Explain the concept of issue of debentures as a collateral security and the accounting thereof Show the items relating to issue of debentures in company's balance sheet Describe the methods of writing - off discount / loss on issue of debentures Explain the methods of redemption of debentures and the accounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Faccounting thereof Show the items relating to issue of debentures in company's balance sheet Describe the methods of writing - off discount / loss on issue of debentures Explain the methods of redemption of debentures and the accounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Faccounting thereof Explain the concept of sinking fund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Fund Mefund, its use for redemption of debentures and the accounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Faccounting thereof Topic List Features of a Company Kinds of Companies Share Capital of a Company Nature and Classes of Shares Issue of Shares Accounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking FAccounting Treatment Forfeiture of Shares Meaning of Debentures Types of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Fund MTypes of Debentures Issue of Debentures Over Subscription Terms of Issue of Debentures Interest on Debentures Writing - off Discount / Loss on Issue of Debentures Redemption of Debentures Redemption by Payment in Lump Sum Sinking Fund MeFund Method

The WSI allows us to compare per - pupil funding in schools while accounting for the types of students a school serves.

As a result, students are funded based on little more than historical precedent, the type of school they attend, and politics; none of which take into account their needs, the needs of their communities, or the changing enrollments and demographics of their schools.

You can invest in many types of securities in your HSBC InvestDirect account, including Canadian and U.S. equities and options, mutual funds, bonds, money market instruments and foreign equities.

The problem, of course, is how we loosely use the term dividends to describe any type of payout from stocks, mutual funds, savings accounts, or other investments.

Everyone is familiar with checking and saving accounts which are used to build pay bills and build emergency funds but there are other types of accounts as well.

Dear Abhijit, First type — Liquid fund + Cash at home + Balance in Sweep - in account can be considered.

The basic account type requires at least three months of credit card processing history and allows for funding up to 50 % of the business's average monthly credit card sales volume.

Education Savings Account (ESA): Also known as the Coverdell Education Savings Account and is a type of trust account created to assist families in funding educational expenses for their children 18 years or yAccount (ESA): Also known as the Coverdell Education Savings Account and is a type of trust account created to assist families in funding educational expenses for their children 18 years or yAccount and is a type of trust account created to assist families in funding educational expenses for their children 18 years or yaccount created to assist families in funding educational expenses for their children 18 years or younger.

If you are looking to save for the future, earn a competitive interest rate, and still have easy access to your funds, we offer two different types of Money Market accounts.

The actual forms you will receive depend upon the types of funds you own and the activity on your accounts during the 2017 tax year.

Additionally, certain types of retirement saving accounts and defined contribution saving plans lower current tax liability by deferring taxation of the amounts contributed until the funds are withdrawn in retirement.

We have different types of funding methods allowing you to receive money without necessarily using a bank account.

Q: I'm wondering what type of securities you would recommend to hold within a non-registered account: stocks, ETFs, mutual funds, GICs?

What type (s) of accounts to have, how much emergency fund to have, where to store the emergency fund, should you buy a property should you start a retirement fund, how to do things tax efficiently, etc..

RRIFs are similar to RRSPs, in that they are tax - sheltered accounts that can hold any type of investment, such as GICs, exchange - traded funds (ETFs) and mutual funds.

If you combine the funds for three with your funds then you are giving up three quarters of the amount that you can invest in that type of account.

And then that's where you start funding, you know, mutual funds or stocks or bonds outside of any type of retirement accounts.

The funds in a money market account are easier to access because this type of account typically comes with checks and a debit card.

One of the biggest benefits of an IRA is that it offers access to a virtually unlimited number and type of investments, giving you much more control over your retirement savings destiny: You can bargain - shop for low - cost index mutual funds and ETFs instead of being restricted to the offerings in a workplace retirement account, and you can avoid paying the administrative fees that many 401 (k) plans charge.

With our easy application process for payday loans online and the ability of our payday loan lenders to quickly add funds to your checking or savings account, it is easy to get money for any type of emergency or short term financial need.

If you have more than $ 250,000, consider opening a different type of account, such as a joint account, in order to insure more of your savings — just be aware that a joint owner will have full access to any funds in the account.

The standard tax refund loan is the type of loan that is quick and easy to apply for and will provide funds direct to your checking account on the next business day (within 24 hours).

If you are talking about buying funds with new money that comes in to your account from elsewhere (like savings) then you have to pay a commission to invest that money regardless of which type of fund you buy.

General savings accounts are still the most commonly used type of account for building a college fund.

However, this type of comparison to a single benchmark does not adequately account for the fund's risk or composition (the article mentions a 92 % active share).

Good faith margin account: Type of account allowed under Reg T for margin transactions in exempt securities, non-equity securities, money market mutual fund shares, or shares in a mutual fund that has at least 95 % of its assets continuously invested in exempted securities.

Or you can put it in a UGMA - type account where it's technically the child's funds and not yours (but check how college loans are calculated before dumping a bunch of money in those, I believe they are looked at differently, maybe as the first source of funds that gets tapped and could impact loan qualification).

Then, upon talking to one of my wife's friends, she was saying how she had different savings accounts set up for all types of things — vacations, kid funds, new car, etc..

'» Whatthey don't understand is RRSPs are simply a type of account: they can hold a long list of investments, from stocks, bonds and GICs to mutual funds and ETFs.

In addition to the fees described above (except for margin rates, futures commissions, paper statement fees, and alternative investment fees that are not applicable to these types of ERISA plan accounts), E * TRADE may also receive direct compensation in the form of sales loads for the purchase and sale of certain mutual fund shares purchased for the plan.