Sentences with phrase «funds as a lump sum»

Borrowers who choose a fixed rate reverse mortgage must take their funds as a lump sum, as opposed to other disbursement options offered at a variable rate.

With a home improvement loan, you receive all of the funds as a lump sum payment.

Critical illness insurance provides funds as a lump sum when you are diagnosed with an illness that is named in the policy.

Borrowers who choose a fixed rate reverse mortgage must take their funds as a lump sum, as opposed to other disbursement options offered at a variable rate.

Not exact matches

Funds are received as a one - time, lump - sum payment.

«As set forth above, Silver was not required to disclose disbursements from the HCRA - Assembly Pool because the fund was, during its existence, off - budget or budgeted as a lump - sum appropriation whose ultimate beneficiaries were not required to be publicly disclosed.&raquAs set forth above, Silver was not required to disclose disbursements from the HCRA - Assembly Pool because the fund was, during its existence, off - budget or budgeted as a lump - sum appropriation whose ultimate beneficiaries were not required to be publicly disclosed.&raquas a lump - sum appropriation whose ultimate beneficiaries were not required to be publicly disclosed.»

He also proposed that lawmakers convicted of corruption be required to forfeit their taxpayer - funded pensions, that per diems be given either to reimburse specific travel expenses or as a lump sum, and that more stringent campaign finance laws be enacted to prevent campaign funds from going to personal use.

The remaining $ 2.25 billion will go to research teams through competitive funding calls and to public research institutes as lump sums.

The funds can either be received as a lump sum, or in small daily installments with additional interest payments of 10 %.

Under the existing rules, up to 25 per cent of the fund could be taken as a tax free lump sum and the remainder would, in the majority of cases, be required to be used to purchase an annuity.

Schools in areas identified as rural (by the Department for Environment, Food and Rural Affairs) will gain on average 1.3 per cent more — mostly through proposals for a lump sum and sparsity funds.

It's similar to a personal credit card because it allows you to borrow funds as needed, without having to take the full amount in one lump - sum payment.

A personal line of credit is the best fit when you may need access to funds on a recurring, as - needed basis rather than as a lump sum.

One way is as a lump sum payment.3 The pitfall associated with this payment method is that the funds could run out quickly, leaving the borrower unable to cover their costs of living.

Funds are received as a one - time, lump - sum payment.

A HELOC is different than a traditional lump sum loan, in that it gives homeowners access to funds (a line of credit, not unlike a credit card) up to a certain credit limit, with one important difference — a HELOC uses the borrower's home as collateral.

«And if they come under, you can either make a lump sum payment to your mortgage, you can keep it as an emergency fund, or you can help cover repairs or renovations down the road.»

However, if you are going to make a single lump - sum contribution, such as an inheritance you receive, the transaction cost of an ETF might well be lower than for an index fund.

I have collated returns of regular plans and direct plans of some of the top performing mutual fund schemes for lump sum investment (last 3 year returns) as well as SIP investment (last 4 year returns).

Your fund must pay your super to you as a lump sum.

If the inherited Roth IRA is less than five years old and the funds are withdrawn in a lump sum than the proceeds will be taxed as ordinary income.

Also, these funds can be disbursed in a lump sum, monthly installments, a line of credit, or a combination of the three, making reverse mortgages not only comparable to other home equity options, but more flexible as well.

You received fewer units in the equity fund with an STP as compared to the lump sum purchase.

In the 2012 Vanguard study, «Dollar - cost averaging just means taking risk later,» the authors looked at historical monthly returns for $ 1 million invested as a lump sum and through dollar - cost averaging over periods as short as 6 months and as long as 36 months, assuming that funds were kept in cash before being invested.

A type of individual retirement account that you fund with a lump - sum distribution from your IRA, employer's retirement plan such as a 401 (k), when you change jobs or when you retire.

Once the reverse mortgage loan has been approved, the funds are disbursed to the borrower according to the payment options they've selected (in a lump sum, as monthly payments, or through a line of credit) and a new lien is placed against the property.

Reverse mortgages allow homeowners age 62 and older to convert a portion of their home equity into tax - free loan proceeds, which they can elect to receive either in a single lump sum payment, monthly installments, or through a line of credit that allows funds to be withdrawn as needed.

For lump sum investment, you may consider an Arbitrage fund and can hold the investment for just over 12 months, as the capital gains (if any) on Arbitrage fund is tax - exempt after 12 months.

Please suggest three or four funds, I want to invest as a lump sum.

Shall I do lump sum of 25000 each in these four fund (As market is going down these days) or 50000 each in one Mid cap and one Balance fund.

A 401k account with pre-tax and post-tax funds at Institution A is rolled over as one lump sum into a new Traditional IRA at Institution B.

I will show total dividends and capital gains for the funds as one lump sum at the bottom of this page for the last few years.

Or, if your annuity contract has funds remaining after you die, your beneficiaries can receive them as a lump sum.

As opposed to credit cards, which allow a borrower to spend a little at time and gradually build up and pay down a balance, personal loans are typically loans where borrowers take out thousands of dollars and the funds are borrowed in one lump sum.

You can choose to put your challenge savings into your emergency fund, invest it, put it toward debt as a lump sum payment at the end of the year, or to pay for Christmas gifts for your friends and family.

You can receive your funds as a monthly income stream, in a lump sum payout, or as a combination of the two.

The idea is that this fund should last as long as you live as your retirement income (increasing by 4 % each year for inflation) is simply taken from the income generated from your investment itself and not from your lump sum you have saved.

Determining an investments horizon, or term, is often based on the intention behind the investment more than the investment itself, such as when the funds will be used for other goals, or whether a lump sum or an income stream is the desired result.

Please advise whether these are good funds to stay invested and also i have another 100K to invest as Lump sum, so please advise.

You can elect to withdraw the assets as a lump sum and be taxed on the entire value of the fund or you can set up a minimum distribution schedule based on your life expectancy.

So, if your goal target year is say 5th year from now, do plan your withdrawals carefully as the units allocated under ELSS funds (SIP / Lump sum) are locked for 3 year period.

To withdraw money from your super fund, either as a lump sum or through a regular pension (known as an «income stream»), you must meet a «condition of release».

I am Deepak Bhattacharya, My father is retired now and wanted to invest 5lakhs rupees as lump sum in mutual fund, which will give at least 12 % return annually i.e 60,000 annually which means 5000 monthly.

Please advise if I should come out of all my investment in sbi global fund and invest as lump sum in some other fund or keep it invested for some more time in sbi global fund only.

Whether you're choosing between selling your home and getting a second mortgage or taking a pension as a lump sum, Quinn finds a way for you to stretch your retirement fund and invest along the way.

Please advise if I should come out of all my investment in Reliance fund (Approx 2.5 Lakh) and invest as lump sum in SBI Blue chip fund or keep it invested for some more time in Reliance fund only.

You could use a home equity loan (HEL) and receive the funds as a single lump - sum payment.

I have now come to a conclusion that I will go ahead with my idea of doing STP after investing in some liquid funds, as I have lump sum availability.

Hi, Most mutual fund schemes in India require investment as low as Rs 1000 per month for SIP and Rs. 5000 for lump sum investments.

And, I am making lump sum (additional) investments only in Balanced fund, as of now (last few months).