Sentences with phrase «hypothetical illustration of»

Remember, the assumptive interest rate is only a hypothetical illustration of how well your policy may perform in ideal conditions.

When an agent sells you a non-guaranteed policy, they will typically talk about the «assumptive» interest rate, which is a hypothetical illustration of how well your policy may perform in ideal market conditions.

When you receive a hypothetical illustration all of the following premiums, along with some explanations, will be included.

Has a chart that provides a hypothetical illustration of dollar - cost averaging.

The following is a hypothetical illustration of mathematical principles, based on historical results and in no way is meant to predict or project the performance of an investment or investment strategy.

[6] The following is a hypothetical illustration of mathematical principles and in no way is meant to predict or project the performance of an investment or investment strategy.

Not exact matches

This hypothetical illustration assumes the investor met the holding requirement for long - term capital gains tax rates (longer than one year), the gains were taxed at the current maximum federal rate of 23.8 %, and the loss was not disallowed for tax purposes due to a wash sale, related party sale, or other reason.

This illustration is hypothetical and is not intended to represent the performance of any security in a Fidelity ® Personalized Portfolio.

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

This illustration reveals the celestial fireworks deep inside the crowded core of a developing galaxy, as seen from a hypothetical planetary system consisting of a bright, white star and single planet.

Hypothetical illustrations are not exact representations of any particular investment, as you can not invest directly in an index or fund - group average.

In the case of variable universal life or indexed universal life policies, the illustration needed will be based on a hypothetical earnings rate such as 6 % and current insurance costs.

In the case of indexed universal life or variable universal life, the derived RORs may be compared to hypothetical earnings assumptions used in the sales illustrations or with in - force illustrations.

One of the best ways to illustrate the power of compound growth is through a simple hypothetical illustration.

This hypothetical illustration assumes an annual 6 % return as well as annual contributions of $ 5,000 for 40 years (potentially increasing to $ 15,000 for the final 10 years).

The results presented are hypothetical illustrations and may not reflect the actual growth, if any, of your investment in a particular 529 plan.

Using my example from the illustration above, our hypothetical homeowner has a relatively high mortgage rate of 5.25 %, but current mortgage rates are a much lower 3.75 %.

Retirement savings factors are hypothetical illustrations, do not reflect actual investment results or actual lifetime income, and are not guarantees of future results.

Estimated retirement savings factors are hypothetical illustrations, do not reflect actual investment results or actual lifetime income, and are not guarantees of future results.

The hypothetical illustrations below show how this investment strategy and the use of systematic withdrawals may fit as part of a well - diversified retirement income investment portfolio.

In this illustration, hypothetical well pads and access roads (shown in yellow) are placed over existing leases in the northeastern portion of Allegheny County that have not yet been drilled (orange).