Sentences with phrase «income assets i.e.»

Not exact matches

This means having a few years of credit history, a variety of account types (i.e., credit cards, mortgages, installment loans, etc.), liquid savings and assets and a low debt - to - income ratio.

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).

Wealthier people in America do not follow the conventional asset allocation model of buying bonds, i.e. age equals your bond percentage allocation or a 60/40 equities / fixed income split.

This means having a few years of credit history, a variety of account types (i.e., credit cards, mortgages, installment loans, etc.), liquid savings and assets and a low debt - to - income ratio.

Those costs can include, but are not limited to, a minimum monthly contribution towards the administrative charges of the bankruptcy, a surplus income payment and the money the individual loses through non-exempt assets (i.e. investments, tax refunds and home equity).

To compensate for the threat of double taxation, the Internal Revenue Code provides an income tax deduction to the beneficiary for any transfer taxes paid by the estate on certain assets (i.e., annuities) deemed to be Income in Respect of a Decedent income tax deduction to the beneficiary for any transfer taxes paid by the estate on certain assets (i.e., annuities) deemed to be Income in Respect of a Decedent Income in Respect of a Decedent (IRD).

A portfolio focused on a single asset class (i.e., equities or fixed income) or a specific investment objective (i.e., income)

The team's unique, multifaceted research process, consistently applied, gives it a superior ability to identify EM fixed income assets that have high potential returns (i.e. strong fundamentals), but limited downside risk (i.e. weak perception).

• Annuity income streams disappearing: Future retirees may not have a steady income stream in retirement, as defined benefit pensions decline, which means they will likely be more reliant on assets they must manage themselves instead of receiving a stream of income for life (i.e., an annuity).

They can determine the right asset allocation for your goals i.e. the proportion of your investments you hold in cash, shares, fixed income and property.

Yes, sometimes there will be breakdowns in train also, i.e. sometime equity as an asset class under - perform other asset class like fixed income, but over a long period of time, equity as a asset class should yield inflation adjusted better results.

For those of us who are older, our asset allocation should be such that we can tolerate significant stock market losses without threatening our financial survival; i.e., most of us should have a relatively high allocation to fixed income (bonds and cash).

In addition, spotless credit, verifiable income i.e., no stated - income and plenty of liquid assets as reserves.

Asset - rich / heavy companies — i.e. those depending primarily on fixed assets, property and / or investments to generate income / gains — are normally valued using a target price / book ratio.

If you sell an asset within one year or less (i.e. short - term capital gain), you will be taxed at your regular income tax rate.

In general, although volatility can change on any asset (i.e., TLT is a good example), fixed income assets are less risky than higher - yielding income; large cap dividend stocks are not as risky / volatile as large cap growth or small caps, which are not as risky as foreign and emerging equity and so forth.

Step 2: Donor consults with tax / legal advisor to determine the tax characterization of the holding — i.e., a short - term capital asset, a long - term capital asset or an ordinary income asset.

A skilled mediator should not only help come up with a reasonable support payment based on the actual data (i.e., each party's total income and asset information), but should introduce the prevailing «legal» standard to serve as a framework for negotiation.

Spousal support is typically paid by the higher - income earning spouse to the lower - income earning spouse and will depend on various factors set out in section 33 (9) of the Family Law Act, i.e. the parties» respective assets and means; the assets and means that the parties are likely to have in the future; the length of time the parties cohabited (including any time that the parties lived together before they married); the effect on the spouse's earning capacity of the responsibilities assumed during cohabitation, etc..

To counter these problems about its lack of assets, the corporate plaintiff had to disclose its financials with «robust particularity», i.e., in a fulsome way, including the following: the amount and source of all income; a description of all assets (including values); a list of all liabilities and other significant expenses; an indication of the extent of the ability of the plaintiffs to borrow funds; and details of any assets disposed of or encumbered since the cause of action arose.

Mirae Asset Mutual Fund offers eight varieties of mutual funds for three classes, i.e. equity funds, fixed income funds, and thematic funds.

The Needs Approach (i.e., considers assets and income at death to pay for the remaining financial obligations).

Capital Retention (i.e., preserve assets and have the beneficiary's income needs supported by income from assets);

Pallotta TeamWorks, Los Angeles, CA April 2002 — September 2002 Staff Accountant Generated all month - end financial reports, i.e. balance sheet, income statement, cash flow, and supporting schedules — fixed assets, FASB 13 and deferred rent; in addition, performed all bank reconciliations and intercompany billings on a monthly basis Assisted external auditors and controller with year - end audit adjustments Managed A / P process — recorded invoices, processed payments and reconciled vendor accounts Coordinated with finance procurement and other department heads for invoice approvals and ensured proper coding of invoices and expense reimbursements

Income and wealth are distinguished where wealth reflects an accumulation of other sources of income besides that which is derived from property and employment (particularly liquid assets i.e. assets that are money or can be quickly converted to money such as shIncome and wealth are distinguished where wealth reflects an accumulation of other sources of income besides that which is derived from property and employment (particularly liquid assets i.e. assets that are money or can be quickly converted to money such as shincome besides that which is derived from property and employment (particularly liquid assets i.e. assets that are money or can be quickly converted to money such as shares).