Sentences with phrase «gains distributions because»

Not exact matches

And this deal appeals to venture funds, they say, because it offers an easy, introductory way for them to gain exposure to the crypto - economy without taking a risk on whether the currency will gain sufficient distribution.

If an organization is interested in long - term growth in an international market, direct exporting can be a suitable entry strategy because it enables the organization to gain knowledge of the market and develop distribution channels.

One of the benefits of investing with us is that our long - view investment style naturally gives rise to lower distributions in any given year — because we tend to buy and hold for longer periods and therefore don't trade as often, we tend to trigger relatively fewer gains from year to year.

First, UKIP seat gains were very modest because of the even distribution of the vote and effects of the First Past The Post electoral system.

The standard deviation Howell et al. used to scale gains was around 19, while the standard deviation of national percentile scores is necessarily 28.9, because percentile ranks follow a uniform distribution.

What's more, these gains were seen largely because the percent of teachers drawn from the upper third of the score distribution increased dramatically, by more than 13 percentage points, making up more than 40 percent of entering teachers by 2010.

Self - publishing came out ahead, and I believe it's because self - published authors gain so much (specifically, monetary rewards and control over every aspect of their work) and sacrifice so little by way of media recognition, credibility, and distribution / sales potential.

You'll also gain some valuable tax diversification in retirement: Because Roth IRA distributions aren't included in your income in retirement, pulling money from that pot in addition to a traditional IRA or 401 (k) could allow you to keep your income in a lower tax bracket, potentially reducing the taxes on your Social Security benefits and lowering Medicare premiums that increase at higher income levels.

On the other hand, if you file a separate return for the child, the tax rate on that portion of the income may be as low as zero, because of the preferential tax rates for qualified dividends and capital gain distributions.

Avoid purchasing mutual funds in non-registered accounts late in the year because you will be taxed on year - end distributions that include gains received by investors before you bought your units.

Because interest and foreign dividends are taxed at your full marginal rate, these ETFs use forward contracts to recharacterize all distributions as either return of capital (ROC) or as capital gains.

That's because of the long - term capital gains, which you earn on investments you've held longer than one year, are generally lower than what you'd have to pay on ordinary income from your retirement account distributions.

This is a good definition for reflecting performance, because early distributions have a greater effect on the result than late ones, which is a desired property since early gains can be used by the investor to obtain further profits.

Mutual funds are not very tax efficient, because in a non-IRA account you will be subject to paying taxes in the form of capital gain distributions.

This is because you have no control over when a mutual fund pays a distribution of capital gains.

Capital gains distributions must be made by a mutual fund manager because tax law dictates that substantial portion of investment income and capital gains must be paid to investors.

Flat taxes are especially popular in the business and investment communities, where it is argued that because income from dividends, capital gains and distributions is untaxed, freeing up money that would have gone to taxes, investments and savings are thereby encouraged.

I stress the word dividend here because mutual fund distributions include several components: dividends, capital gains and return of capital.

And because the fund trades a lower proportion of its assets, you may pay less in capital gains tax on any distributions.

For ETF investors, calculating the ACB is even more complex, because you'll often have to account for the return of capital distributions (which lower your ACB) and reinvested capital gains (which increase it).

Putting money into your tax - sheltered accounts (RRSP, TFSA) is great: not only are the gains on your investments not taxed, tracking the gains and distributions becomes totally optional because the CRA does it for you (or more properly doesn't care, and treats it like a black box where only what goes in and comes out matters).

Also when you pay taxes on dividends / interest / capital gains along the way on («unwanted») distributions in a non-qualified account, these amounts are nowhere as large nor significant as people postulate, because you're paying them in the early years, when the account balance and distributions, are relatively small.

They are important because you need to add distributions to your original cost basis when figuring gains or losses on shares sold.

So let's review those first three statements: • I don't use retirement accounts because I don't want my money trapped until I'm 60 (wrong: you can take out contributions at any time, and you can get qualified distributions early for capital gains) • I'm gonna buy a house in two years, so I opened a Roth IRA today because I can use all that money for my first house (wrong: you can take out your contributions, but any capital gains would not be qualified distributions because the account wasn't open for five years) • You can only use $ 10,000 of your Roth for your first house (wrong: You can take out 100 % of your contributions, plus $ 10,000 of your capital gains if the account has been funded for five years.

If distributions frequently or for more $ $ $ say $ 10k withdrawals (part of a ~ $ 50k capital gain), the IRS would ask for an estimated quarterly tax plan of ~ $ 7k or ~ $ 8k, however, in the IRA, they could not because the gains are tax deferred and therefore they can not project / reach in / ask for such a plan.

However, VTSAX very rarely has capital gains distributions anyway, because of its very low portfolio turnover and careful capital loss harvesting on the part of the fund advisors.

This is also because fixed income investments don't yield anything anymore, and realized capital gains distributions are also down to a mere pittance.

This is all because when it comes to the distribution phase, the vast majority of the withdrawals come from basis (return of the original money you invested), and not «profit» (AKA unrealized capital gains).

The estimated composition of the distributions may vary from time to time because the estimated composition may be impacted by future income, expenses and realized gains and losses on securities.

The problem is that if you buy a mutual fund in a non-tax-qualified account, and then there's a large capital gains distribution, you'd pay tax on that and get no benefit (other than the increase in basis), because the value of the shares will fall by around the same amount.

If the answer is yes, then a Roth IRA is better (because the benefit gained from a Roth — tax - free distributions in retirement — will be more valuable than the benefit gained from a traditional IRA — a current deduction).

Any distribution not constituting a dividend (because such distribution exceeds our current and accumulated earnings and profits) will be treated first as reducing the Non-U.S. Holder's basis in its shares of common stock, but not below zero, and to the extent it exceeds the Non-U.S. Holder's basis, as capital gain from the sale or exchange of such stock (see «Gain on Sale, Exchange or Other Taxable Disposition of Common Stock» belgain from the sale or exchange of such stock (see «Gain on Sale, Exchange or Other Taxable Disposition of Common Stock» belGain on Sale, Exchange or Other Taxable Disposition of Common Stock» below).