Sentences with phrase «held an asset for»

Authorized by federal law, a special needs trust is an irrevocable trust designed specifically to hold assets for a beneficiary so that the funds do not disqualify the recipient from needs - based government benefits.

There is a great divide among investors about whether the proper approach to investing is to actively manage your money by selecting individual holdings, or whether you should passively sit on your money by buying and holding assets for long periods of time.

The same rates apply to dividends, but investors need to hold the asset for 60 days to qualify.

1 Star The majority of the individual's fortune is tied to closely held assets for which limited information is available.

If you hold the assets for more than 60 days, your distribution will be subject to current income taxes and a 10 % early withdrawal penalty if you are under age 59 1/2.

One important thing to remember is that there are two different types of gains / losses from investments — short - term gains (if you held an asset for one year or less) and long - term gains (over one year; i.e. one year and one day).

This means that wealthy federal political candidates can use jointly - held assets for campaign purposes.

Short term is a concept that refers to holding an asset for a year or less, and accountants use the term «current» to refer to an asset expected to be converted into cash in the next year or a liability coming due in the next year.

If you hold an asset for less than 12 months, you have a short - term gain.

Trust: An entity that holds assets for the benefit of certain other persons or entities.

For stocks, calculating whether you've held an asset for more than a year or less than a year is a simple matter of looking at the purchase date and the sales date.

If a seller has held an asset for longer than one year, he needs to pay taxes at the long - term capital gains rate, which is 20 % for 2016.

If you can manage to hold your assets for longer than a year, you can benefit from a reduced tax rate on your profits.

A legal structure that holds assets for the benefit of unit holders.

An alter ego trust that holds assets for someone over the age of 65 with no other beneficiaries during their life other than them may avoid probate anyway.

Other example: In the distant past, in Germany, one would hold an asset for a minimum number of years, and then go basically tax - free.

The «Spekulationsfrist» (the minimum number of years to hold a asset for selling it tax free) is still in place for certain kinds of real estate (10 years) and certain tangible assets like gold, artwork, classic cars etc (1 year).

All that said, if you have a very large amount of investment capital, you're willing to dive into each and every nook and cranny of the MLP filings, complicate your tax returns, and tolerate holding an asset for years upon years, MLPs make for fantastic investments.

It's clear that whenever possible, you want to hold an asset for a year or longer so you can qualify for the long - term capital gains tax rate, since it's significantly lower for most assets.

Holding assets for decades can be ideal for financial goals like preparing for retirement, while investors looking to build wealth for nearer - term goals, like purchasing a home, may have a horizon closer to 3 - 5 years.

An individual, corporation or association holding assets for another party, often with the legal authority and duty to make decisions regarding financial matters on behalf of the other party.

• A Chabra defendant (eg a trustee holding assets for the principal defendant) breaches the terms of a freezing order.

A trader will typically make tens or hundreds of trades within a week while an investor is content to buy and hold an asset for months or years.

However, if you hold these assets for more than one year before selling or trading them, you will be taxed at the long - term capital gains rate.

They are most familiar with gateway U.S. cities and tend to hold assets for long periods, so historically have invested in trophy or premium assets in New York, San Francisco, Los Angeles, Chicago and Washington, according to Nelson.

Kimco isn't planning on holding the asset for long.

For a 1031, you need to hold the asset for investment purposes for a certain period of time in order to qualify for section 1031.

For me, it's all about CASH FLOWING, PASSIVE INCOME and acquiring ASSETS, so as long as I get a deal at the RIGHT PRICE going in, and I'm holding that asset for 20 + years, I don't care so much about appreciation.

Hedge funds could still get the break under the change if they held assets for two years or more before selling.

Not exact matches

The businessman is also director of Walton Enterprises, the holding company for the Walton family's assets, and chairman of Community Publishers, an Arkansas - based newspaper firm.

• Victory Capital Holdings, a Brooklyn, Ohio - based asset management firm, filed for a $ 100 million IPO.

The head of BMO Investments thinks the 60/40 asset allocation ratio (holding 60 % stocks, 40 % bonds for younger investors; the reverse for retirees) is outdated.

Yahoo announced last week it would not hold an earnings call as part of reporting financial results, citing the pending sale of the company's core assets to Verizon as its reason for scrapping the call.

Automotive Holdings Group has further grown its presence on the east coast with the acquisition of five franchised car dealerships in NSW for $ 8.5 million plus stock and assets.

Logistics and car retailer Automotive Holdings Group has acquired two dealerships in Victoria for $ 8.5 million plus stock and assets, in the same precinct where it is building a new Jaguar and Land Rover dealership.

Fitch's suggestion that balance sheets in the sector «will continue to need to be right - sized» doesn't bode well for investors holding those assets to be «right - sized.»

It was this capacity for holding its purchasing power and moving in the opposite direction of other asset classes that long made gold the ultimate safe haven, something investors going back five centuries to Jakob Fugger the Rich have recommended one hold in one's portfolio.

On Wednesday, Fidelity Investments, the asset manager, added the ability for customers to view the cryptocurrency holdings in their Coinbase accounts on its own website.

• Capita (LSE: CPI) will sell its asset management services arm to Link Administration Holdings (ASX: LNK) for 888 million pounds ($ 1.13 billion), according to Reuters.

Instead of making and selling goods, these companies buy other firms or infrastructure assets and either hold them long term or turn them around for an eventual sale.

Macmahon Holdings has reported a net loss of $ 217.9 million for the financial year, on the back of impairments to its assets during what has been a tough time for contractors and mining services firms.

China Oceanwide Holdings Group has agreed to buy U.S. insurer Genworth Financial for $ 2.7 billion in cash, the latest in a series of moves by Chinese firms to buy overseas assets as their domestic economy slows and the yuan weakens.

In fact, Australia's stock exchange is already dead set on switching to a blockchain - powered system for their operations, which is designed by the blockchain startup Digital Asset Holdings.

For assets such as stocks and bank accounts, the accounts must be retitled by the financial institutions where they are held.

«This Queen Mary is not turning any time soon and will hold investment implications related to many asset classes for years to come.»

In July last year, when CIR was known as Asset Backed Holdings, it launched an off - market bid for the shares it did not already own in PRL at $ 3 cash a share.

For the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest paymenFor the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest paymenfor several years, has held on to these assets, collecting billions in interest payments.

I wasn't aware that the sitting government was elected on a platform of selling state assets - i.e. held for the people and by the people.

March 27 - Reliance Industries Ltd said on Tuesday its unit would sell some of its shale assets in the United States to privately held Sundance Energy Inc for $ 100 million, as the Indian oil - to - telecom conglomerate moves closer to exit U.S. shale investments.

Weighted average (between debt and equity) cost of capital (WACC): This is the firm's true annual cost to obtain and hold onto the combination of debt and equity that pays for the fixed asset base.