Sentences with phrase «income and capital»

Each year we give shareholders an indication of the level of income and capital gains that we believe will be distributed at the end of the year.

Management endeavors to invest in income producing instruments, coupled with investments in common stocks that may have the potential for growth of income and capital appreciation over time.

Total return is comprised of income and capital appreciation.

The fund seeks high current income and capital appreciation consistent with the preservation of capital, and is looking for yields that are better than those available via traditional money market funds.

That plan, you feel, will nicely balance your needs for both current income and capital growth.

This option would likely mean my taxes would go up since I would receive taxable dividend income and some capital gains.

In additional to making a difference in the life of our beautiful animals, you may benefit from income and capital gains tax savings when you establish a planned gift.

These measures would help with generating income and capital receipts, which can be used to provide modern facilities or other services.

Traditionally, bonds have played two roles within a portfolio: income and capital preservation.

The more income she earns in a given year, the higher her ordinary income and capital gains tax brackets.

Besides being an entrepreneur and creating your own company, building a dividend portfolio is the only way to create wealth through income AND capital appreciation.

You will need to do a tax projection to estimate your taxable income and capital gains both before and after any anticipated changes.

The returns of debt funds are mainly decided on the interest income and capital appreciation or depreciation depending on the market dynamics.

Unfortunately, this may result in double taxation of rental income and capital gains in the foreign jurisdiction.

While stocks have historically provided income and capital appreciation, the total return of bonds has been composed primarily of interest income.

Each fund pays tax on taxable contributions made by employers and members, together with income and capital gains earned on investment assets.

Investment Objective: To generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.

In early 2010 I moved into a fund management role, and then took over management of two offshore funds investing in European and Global companies seeking to offer income and capital growth.

In fact, these figures are used in calculating potential compensation income and capital gain income when the shares are sold.

You'll have to pay income and capital gains taxes on the settlement.

Those investors favor income and capital protection investments, but are still overweight in equities, the survey found.

I introduced several articles that how I enjoy what we love to do while cruising off of passive incomes and capital gains from appreciating assets.

Only you and your husband could benefit from the trust income and capital during your lives — so you, not your son, would be initial beneficiaries.

As such, this is a stock for younger investors who have time for the «growth» in dividend growth to manifest into a lot of aggregate income and capital gain.

Consider making it a part of your portfolio for long - term income and capital appreciation.

Your money grows faster because income and capital gains are tax - free.

The idea is to reduce uncertainty about future income and capital values, but without reducing returns, which is what would happen if you just held more cash.

In the following graphic, we break down the total returns from the two ETFs into income and capital gains.

A partnership may generate royalty income and capital gains or losses, and those items are allocated to each partner's Schedule K - 1, based on the partnership agreement.

It was originally a split - capital vehicle with zero - dividend, income and capital shares.

Those are bundled together into periodic income and capital gains distributions.

Investors are wise to recognize that total return is comprised of the two components income and capital appreciation.

An investment where you buy and hold shares in a company or property from which you expect to receive income and capital gains.

We have been seeing an increasing number of clients look towards corporate vehicles to structure wealth and mitigate against income and capital gains taxes.

That's a serious issue at higher income levels, where combined federal and state income and capital gains taxes can easily add up to nearly 50 % in some jurisdictions.

You pay ordinary income tax rates when the investment generates operating income and capital gains tax rates upon sale of the asset.

But apart from income from your employer, an individual may earn interest on fixed deposits, savings account balance; there may be some dividend income and capital gains as well.

The objective is to achieve high current income and capital appreciation.

The tax rates differ significantly between ordinary income and capital gains and can have a big impact on after tax returns.

You can achieve surprisingly powerful results through income and capital gains.

The right investments will provide investment income and capital gains and will boost your overall portfolio returns.

Bond funds pass along the interest income and capital gains on their investments to shareholders, who are then taxed on the taxable portion of those distributions.

Now, though, they are focused on rental income and capital appreciation.

It provides a regular income and capital growth over a medium or long - term.

Through a diverse blend of residential, mixed - use, rental, and commercial development, we seek opportunities with potential for income and capital growth.

You'll have to pay income and capital gains taxes on the settlement.

As such, this is a stock for younger investors who have time for the «growth» in dividend growth to manifest into a lot of aggregate income and capital gain.

Consider making it a part of your portfolio for long - term income and capital appreciation.