Sentences with phrase «generate wealth transfers»

At age 60 it would generate wealth transfers of $ 28 million to $ 37 million.

Not exact matches

After recently mentioning that I would consider an investment in the Vanguard Wellington Fund if I wanted to create wealth in such a way that I did not have to spend much time thinking about investments or intended to pass the ownership stake on to someone that did not have much knowledge about investing (i.e. if you wanted to turn your children into trust fund babies in a way that they could not ruin it, you'd want to set up a restricted trust that only permitted the kids to receive the interest and dividend income generated by the fund, perhaps with the instruction that the assets transfer into an S&P 500 index fund if the Wellington Fund were to ever cease to exist).

This fact is in direct contradiction to the CO2 = warmer temperature theory perpetuated by anti-capitalist nut cases on the far left who wish to use the issue to generate more wealth transfer taxes on the businesses they hate.

Whether it is generating retirement income, transferring wealth to future generations or leaving a charitable legacy, your goals come first in developing an investment strategy.

Y2K wasted some money by companies and government and generated some temporary jobs... Climate Change requires a huge transfer of wealth from some nations to 3rd world countries run by dictators and pushed re-newable energy ahead of prime time and created very few jobs.

Funding these activities with carbon tax revenues would not generate additional GHG reductions, but simply transfer wealth to the developers by increasing their profit margins.»

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network