Sentences with phrase «gains distributions from»

At Index Fund Advisors, it is standard operating procedure for us to tailor how we manage client portfolios at year - end in anticipation of dividend and capital gains distributions from the mutual funds that we buy.

This no - fee, no - commission reinvestment program allows you to reinvest dividend and / or capital gains distributions from any or all eligible stocks, closed - end mutual funds, exchange - traded funds (ETFs), FundAccess ® funds, or Vanguard mutual funds in your Vanguard Brokerage Account in additional shares of the same securities.

Used to set up allocation of dividends and capital gains distributions from a BlackRock account to another fund, a special payee or a bank account.

More good news, however: capital gains distributions from US - listed ETFs are even rarer than ROC.

First some background: in a 2012 court case, a Calgary investor named Hellmut Schmidt argued that ROC and capital gains distributions from a US - listed security should get the same tax treatment as they do when they come from Canadian funds.

Halloween is the time of year to start thinking about the impact of capital gains distributions from your mutual funds and ETFs.

The next four boxes show capital gains distributions from mutual funds, REITs, collectibles, and small businesses.

The good news is that Vanguard says it does not expect any capital gains distributions from this change.

There are exceptions, such as when you receive capital gain distributions from a mutual fund.

The capital gain income could be from selling an investment, or it could be a capital gain distribution from a mutual fund.

When was the last time you were shocked by getting a surprise huge non-realized capital gains distribution from your mutual fund, resulting in having to pay through the nose in «phantom capital gains taxes?»

At the end of each quarter, investors can see dividend and / or capital gain distributions from their mutual funds.

Not exact matches

He thinks the adverse tax treatment of variable annuities — the gains in all distributions from the contracts are taxed as ordinary income — makes them a bad idea for savers.

This is about revenue gained from combining an equity underwriting and distribution firm with an M&A advisory firm.

Distributions from the trust during your lifetime (most of them, anyway) will be taxed at favorable capital gains rates.

Adjusted Net Income is defined as net income excluding (i) franchise agreement amortization, which is a non-cash expense arising as a result of acquisition accounting that may hinder the comparability of our operating results to our industry peers, (ii) amortization of deferred financing costs and debt issuance discount, a non-cash component of interest expense, and (gains) losses on early extinguishment of debt, which are non-cash charges that vary by the timing, terms and size of debt financing transactions, (iii)(income) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring projects.

However, the taxpayers who decide to use the 1040A tax return can only have income from the following sources: interest and ordinary dividends, capital gains distributions, pensions, annuities, and IRAs, taxable scholarships and fellowship grants, wages, salaries, and tips; unemployment compensation;...

Your only income is from wages, salaries, tips, interest, ordinary dividends, capital gain distributions, taxable scholarships and fellowship grants, pensions, annuities, IRAs, unemployment compensation, Alaska Permanent Fund dividends, and taxable social security or railroad retirement benefits

If the Fund were to fail to comply with the income, diversification or distribution requirements, all of its taxable income regardless of whether timely distributed to shareholders would be subject to corporate - level tax and all of its distributions from earnings and profits (including from net long - term capital gains) would be taxable to shareholders as ordinary income.

The tax treatment and characterization of the Fund's distributions may vary significantly from time to time depending on whether the Fund has gains or losses on the securities in its portfolio.

Volume / mix decreased 0.8 percentage points as the benefit from a shift in Easter - related sales as well as gains in frozen, macaroni and cheese, and condiments and sauces were more than offset by select distribution losses in cheese and meats as well as lower shipments in foodservice.

You can also automatically reinvest any income from dividend and capital gain distributions or make additional investments at any time.

If you take partial, periodic distributions from the account, the distributions will be treated as gains first until all of the «gain layer» is depleted and taxed accordingly.

There are special rules for capital gain treatment in some cases on distributions from retirement plans.

Purchasing mutual funds through a regular (i.e.) taxable brokerage account may generate tax liabilities from capital gain distributions or dividends.

The following table sets forth the estimated amounts of the current distribution and the cumulative distributions paid this fiscal year to date from the following sources: net investment income, net realized short - term capital gains, net realized long - term capital gains and return of capital or other capital source.

Taxation Of Distributions Besides taxes on capital gains incurred from selling shares of ETFs, investors are also subject to pay taxes on periodic distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short Distributions Besides taxes on capital gains incurred from selling shares of ETFs, investors are also subject to pay taxes on periodic distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short - term gains.

MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax - deferred return of capital and for any net operating gains as well as capital appreciation of its investments; this deferred tax liability is reflected in the daily NAV; and, as a result, the MLP fund's after - tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked.

Distributions will vary depending on the funds» income and any gains realized from the sale of securities in the funds» portfolios.

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.

Likewise, my Vanguard investment accounts, using post-tax money from my bank account, are taxable as well i.e. any dividends and / or capital gain distributions are taxable as well.

«Some investors are surprised to find that they have to pay taxes on capital gain and dividend distributions from their mutual funds and ETFs, even if they didn't sell their funds during the year.

Distributions of income and gains to U.S. residents from the foreign trust may be taxed.

That in itself is noteworthy, as any fund prospectus from either ProShares or Direxion clearly warns that the turnover required by daily - rebalanced portfolios should create a greater likelihood of capital gains distributions.

If invested in a Roth IRA, distributions from those gains are not taxed.

He estimated there could be a $ 21 million gain in profitability from direct distribution in the markets where that is allowed.

It will also gain access to an away - from - home distribution network, in addition to its existing channels.

However, in less developed regions, local energy drink brands are emerging and gaining distribution as a more affordable alternative to multinationals, adding pressure for major players to project a brand identity that consumers from New York to Beijing want to be associated with, and pay more for.»

Under the terms of the strategic supply agreement, RIBT will gain exclusive worldwide supply and distribution rights for organic jasmine rice bran and organic rice bran from other rice varieties produced by the Narula Group.

In fact, these findings from a large study by the ESS suggest that it may be men rather than women who have the most to gain from a more equal distribution of housework between the sexes.

When you use your core stabilizers and other muscles throughout your body, not only do you get a bigger testosterone boost from the workout, you also lose more fat, gain a more even distribution of muscle throughout the body, which means better posture, less injuries and a better more attractive appearance.

As we gain larger distribution networks, the message travels about Green Lane Diary, acquiring more interest from not only schools, but surrounding businesses which recognize the value of the program as well.»

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.

You agree to provide feedback to Project Appleseed, the National Campaign for Public School Improvement, including but not limited to all volunteer information that is gained from distribution of the Parental Involvement Pledge and / or Parental Involvement Report Card, including the name, address and phone number of each parent and citizen who takes the Parental Involvement Pledge and / or Parental Involvement Report Card.

Simply put, our current technology for constructing tests does not allow us to make strong claims about the relative gains of students who start from very different places in the achievement distribution.

The Hyundai ix35 Series II gains a five - star safety rating from ANCAP, featuring anti-lock beakes with electronic brake - force distribution, stability control, downhill brake control, hill - start assist, dual front and side airbags, curtain airbags, seatbelt reminders for both front seats, and three - point belts for all occupants.

«There is increasing interest from self - published authors to expand their audience into new markets and to gain access to a robust sales and distribution platform.

From book idea inception to production and distribution, the team at Authority Publishing produces high quality book projects that can help you attract media coverage, gain interest with prospects and clients, establish credibility in your field, build brand awareness and much more.

The advantage you gain for that percentage is a single dashboard, where you can monitor your sales and royalties in one place, as well as reduced headaches from trying to make your book meet various distribution requirements, such as layout, cover size, and copyright notifications.

Ignoring print distribution certainly hurts bookstores and publishers, but the blow on digital is much greater than what is gained from print royalties.