Sentences with phrase «high after tax return»

The fund will invest in stocks and / or bonds with a goal of a high after tax return based on a tax efficient investment strategy.

Not exact matches

Higher corporate tax rates reduce the after - tax rate of return on investment.

For example, if you compared 2007 to 2011, when DuPont had cash flow of $ 5.8 billion, you would get a much higher return on investment, something like 13 % after taxes.

Returns are calculated after taxes on distributions, including capital gains and dividends, assuming the highest federal tax rate for each type of distribution in effect at the time of the distribution Past performance is no guarantee of future results.

We expect the tax bill to offer moderate economic stimulus — various estimates suggest it could add 0.3 to 0.4 points to real GDP growth annually — primarily through increased corporate investment in response to the higher after - tax return on investment resulting from the lower 21 % corporate tax rate.

As an active investor, I am seeking the highest after - tax return on my capital with low risk to permanent loss of capital.

Our investment thesis highlighted consistent after - tax profit (NOPAT) growth, improving return on invested capital (ROIC), a focused effort to expand into higher margin segments, and a low PEBV ratio that implied immediate profit decline.

* After - tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes.

In addition to the improved incentives for workers to find jobs and higher after - tax incomes, businesses would also seek to employ more workers as the return on capital fell slightly, incentivizing some substitution of capital for more labor.

Investors in five of the seven new tax brackets would have seen higher after - tax returns from municipal bonds than US Treasuries or other taxable bonds (FIGURE 1).

But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.

Figure 1, which shows the trends in average return on invested capital (ROIC) and cumulative after - tax operating profit (NOPAT) for the sector over the past few years, clearly shows that profits are flat to down and not driving stock valuations higher.

The agency typically looks for adaptive reuse projects to yield returns in the 10 percent to 12 percent range after incentives are factored in, so the estimated returns on the Christian Science Reading Room renovation would be two to nearly three times higher than that target level if the tax breaks were approved.

Returning to the campaign trail after a short holiday in Cornwall, Miliband has pledged to keep the bonus tax on bankers indefinitely alongside the new rate of 50p for high earners with salaries on or above # 150,000 — something that was only ever meant to be temporary when it was introduced.

economic growth and higher returns on investments (especially after the Great Recession of 2008 - 2009) that generated higher dividend and capital gain distributions, with no associated tax withholding,

If the end result is a higher long term net return (after taxes, fees and expenses are subtracted) then why does it matter?

Investors in five of the seven new tax brackets would have seen higher after - tax returns from municipal bonds than US Treasuries or other taxable bonds (FIGURE 1).

Obviously an extreme example, but the concept illustrates the point that just because you hold stocks for years and years and pay very low taxes doesn't mean that your after tax ROE will be any better than an investor who pays a lot of tax and achieves a much higher pretax return.

But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.

For a taxable investor the returns in «high - turnover» portfolio must be higher just to match returns on the «low - turnover» portfolio on the after - tax basis.

Although tax - exempt bonds might have a lower interest rate than taxable bonds, if you're in a high tax bracket, your after - tax rate of return might be higher.

This is to ultimately provide higher after - tax returns and helps if an individual's financial planning identifies the need for higher levels of growth.

It is quite possible that, even with their added costs, they will generate higher after - tax returns than traditional ETFs whose distributions are interest or foreign dividends.

Although there are costs and some added risks, these products may deliver higher after - tax returns than plain vanilla ETFs in the same asset classes.

It's quite possible the after - tax returns on these traditional ETFs may have been higher for investors who were not in the highest tax brackets.

Although these bonds offer a lower interest rate than corporate bonds, because of tax - exempt advantages, munis could bring in an after - tax return higher than a corporate bond.

The goal is to achieve a higher after - tax return for the customer.

Research has shown that most passive investors tend to achieve higher returns in the long run than most active investors after considering taxes and fees.

Maximize your after - tax return by holding your highest - taxed investments (those generating ordinary income or short - term gains) in tax - advantaged accounts, after funding your emergency reserves.

Businesses and high tax bracket investors use after - tax return to determine their actual profit.

At first glance, it seems like a no - brainer because investments within a RRSP or TFSA need to earn higher after - tax returns than the low interest rate on mortgages today.

Those investors in the highest tax bracket will use municipals and high - yield stock to increase their after - tax returns.

These investors will forego investments with higher before tax returns in favor of investments with lower before tax returns if lower applicable tax rates result in higher after - tax returns.

«Using our innovative TRI structure, HXH investors can now receive the total return of Canada's high dividend paying companies creating the potential for greater compounded after - tax returns.»

Another use of life insurance to reverse out an annuity, is when all you need for living expenses is a guaranteed after - tax - return that is slightly higher than current government bond yields, and you want to leave an estate after death.

Comparisons of hypothetical taxpayers generally indicate a significantly higher after - tax rate of return for any form of gold held in a traditional IRA than in a brokerage account and slightly higher than in a Roth IRA.

For brokerage accounts, a gold mutual fund investment may be more likely to provide a higher after - tax return than gold coins or a gold futures ETF.

Growing businesses have more strategic options; the market places a high discount rate on expected growth beyond the next calendar year, and the after - tax return potential of a growth stock is higher because you can hold a growth stock for multiple years, resulting in a low turnover strategy and lower taxes.

Try to find out which is higher: the after - tax interest of your debt or your investment return after tax?

The highest - returning sector in Q1 2015, the S&P Municipal Bond Tobacco Index (3.66 % Q1 2015), joined dedicated tax municipals on this quarter's loser list after falling 1.11 % in Q2 2015, shaving the YTD return to 2.50 %.

After - tax returns are calculated using certain assumptions, including using the highest individual federal income tax rates in effect at the time of the distribution s and do not reflect the impact of state / local taxes.

In this case you expect to earn an after - tax return higher than 6 % (or 4 % if mortgage is tax deductible) on your investments then you should invest.

Key Takeaway Passively hedging your U.S. dollar exposure may not result in higher returns, before or after - tax (even during periods when the U.S. dollar depreciates relative to the Canadian dollar).

Returns are calculated after taxes on distributions, including capital gains and dividends, assuming the highest federal tax rate for each type of distribution in effect at the time of the distribution Past performance is no guarantee of future results.

After - tax returns are calculated based on NAV using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes.

If investors risk preferences have not changed, they will have to want to continue to earn 6 % after taxes, but the pre-tax return would have to increase to compensate for the higher taxes.

The investment objective of the MIPS Fund is to seek high after - tax inflation protected returns and it is intended to be marketed to institutional and retail investors.

Returns are calculated after taxes on distributions, including capital gains and dividends, assuming the highest federal tax rate for each type of distribution in effect at the time of the distribution.

As a result, the discount bond holder would have a significantly higher after - tax return.

A more subtle benefit to home ownership is that if you invest in energy efficiency improvements (which you're more likely to do if you own your home than if you rent), you can get really great returns, as high as 40 percent after tax on some improvements.