Sentences with phrase «incurring at least taxes»

Not exact matches

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

As I understand it, after 59.5 years, any Roth IRA withdrawals incur no tax, provided the account is at least 5 years old.

As a result, based on current tax law, all of the possible job - search deductions listed in this article, if incurred after December 31, 2017, will no longer be deductible on your 2018 and future tax returns through at least 2025.