Sentences with phrase «investments as a source of income»

This is more important for retired individuals because they depend on the cash flows from investments as a source of income.

Because of this, investors are substituting bonds for dividend paying stocks and other alternative investments as a source of income.

Not exact matches

As part of your qualification process, you'll want to ask each prospect to complete a personal net worth statement that shows where their investment dollars will be coming from and secondary sources of income that may help them support any initial losses during startup.

The way it works is that, each year, the insurer deduct all expenses, such as death benefits paid and the costs of running the business, from the money they've made (premiums collected, investments, and any other sources of income) and pays out any net profit as a dividend.

He's not alone: a just - released survey of Uber drivers found that 57 % have bought, leased, or made substantial investments in vehicles to drive for Uber, but only 23 % see working for Uber as a stable source of income.

Certain sources of income are untaxable (such as foreign investment income).

Retirement is only a few years away, and he can not take on as much risk as the mid-life or young investor, because he needs a steady source of retirement income from his investments.

Because we do not expect to earn revenue from our business operations during the current taxable year, and because our sole source of income currently is interest on bank accounts held by us, we believe we will likely be classified as a «passive foreign investment company,» or PFIC, for the current taxable year.

Therefore, it would certainly help if we had a secondary source of income, such as a pension plan and / or personal investments.

This group cites self - funded savings (55 %) as their expected primary source of retirement income, including 43 % who expect to rely on income from 401 (k) s, 403 (b) s and IRAs, and 12 % who have other savings and investments — that's according to the 17th annual Transamerica Retirement Survey of Workers.

The data, which shows how much Spitzer made in those years and how much in taxes he paid, is limited in that it does not provide any window into his sources of income such as trusts, real - estate holdings and investments.

If budgets allows, then moving towards larger investments such as the installation of photo - voltaic panels for solar energy or biomass boilers is a sensible investment, especially given the benefits of the Feed In Tariff and Renewable Heat Incentive potentially providing a source of income for the school.

You make the upfront investment and so, I think the benefit of getting started when you do still have another source of income is being able to make that upfront investment as you would in any business.

The way it works is that, each year, the insurer deduct all expenses, such as death benefits paid and the costs of running the business, from the money they've made (premiums collected, investments, and any other sources of income) and pays out any net profit as a dividend.

Retirement is only a few years away, and he can not take on as much risk as the mid-life or young investor, because he needs a steady source of retirement income from his investments.

If your only source of income is your pension, and you do not have other assets like a home or investment, bankruptcy may not be necessary as you may be considered to be «creditor proof».

Chief Investment Strategist Richard Turnill explains why we see emerging market debt as an attractive source of income in a post-Brexit world.

More about Nontraditional Sources of Income Nontraditional sources of income — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to capturSources of Income Nontraditional sources of income — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to captureIncome Nontraditional sources of income — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to captursources of income — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to captureincome — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to capture yield

Chief Investment Strategist Richard Turnill explains why we see emerging market debt as an attractive source of income...

You attack the mortgage like it is a war... you keep paying as much as you can towards it from your regular source of income (work) but you borrow the maximum available equity from your home (which gets increased with every mortgage payment you make — have to find a bank / banker willing to do that for you) and with that borrowed money you purchase income - yielding investments.

This advantage of ULIPs as being a tax free investment instrument does not cover just equity MFs, but also other sources of fixed income.

Prior to 2013, the rules provided that the cumulative cost (generally, the original purchase price) in Canadian dollars of all specified foreign investments had to be reported on the form, segregated by type, such as foreign shares or indebtedness, along with the total income reported from the investments and the foreign source where the investments were located.

For investors looking for their investments to provide a source of income, bond funds such as AGG provide a much needed check each month.

As a source of steady income, fixed income investments will take on a larger role during your retirement years when supplemental income is necessary or desired.

Examine guaranteed sources of income in retirement, such as Social Security and pension payments, as well as potential income from sources like retirement plans and investments.

Our employment compensation is the only real source of household income other than investment income, which we allow to accumulate within our investment funds and currently don't use as a source of household income.

Not only can that approach can leave you with a lopsided portfolio — which is never a good idea — but many investments pitched to retirees as secure sources of income may not be as rock - solid as they seem.

For this reason, they are often seen as a defensive investment, as well as a source of regular income.

More than half of the older retirees queried for New York Life said that income from sources like Social Security, pensions and annuities gave them greater peace of mind than managing investment accounts on their own, and nearly 90 % said they would advise younger generations to consider creating pension - like income as well.

Each Fund intends to qualify as regulated investment company under Subchapter M of the Internal Revenue Code of 1986, as amended (the «Code»), which requires compliance with certain requirements concerning the sources of its income, diversification of its assets, and the amount and timing of its distributions to shareholders.

I think though my approach of not using stop losses is most suited for experienced traders, and better still, those with an investment mindset as opposed to those who want their trading account to be the source of their monthly income.

Based on these sources, claiming rental losses against other incomes in a given year is allowed as long as a profit is made over the life of the investment, excluding the effects of capital gains.

However, if you wait to age 70 to collect benefits and you are not working, you need to make sure your other sources of income, such as pensions, annuities, and investments, meet your expenses.

Traditional investments, such as bonds, and other insurance products, like annuities, may offer more stable and straightforward, if less sexy, sources of income in your retirement years.

In Minnesota, purchasing residential properties as a source of income or investment is popular.

4 — As you have fixed source of income, considering you age, looking at your current financial profile etc., I believe it is advisable to invest your lump sum investment in a mix of Balanced fund + MF MIP Growth plan for next say 5 years or so.

Once you have an estimate of your financial obligations, subtract the sum of additional financial resources available to your family members, such as additional income sources, investment accounts and accumulated savings.2 Bring this estimate with you when meeting with an insurance professional.

Offshore investment through secondary citizenship programmes has grown in popularity in recent years as a viable source of investment income, ideal if for those who have global financial needs and want to hold some of their money outside their home country.

Fact is, the older agents either have alternate sources of income (pension from previous careers, a working spouse, personal savings or investments, etc.) so they linger around more as something to do, than to be productive.

Though home equity is not going to be as liquid as some of your other investments, it's a fairly solid source of income.

«This unique investment offering provides a variety of options, such as a cash - flowing, diverse - income source for an investor seeking long - term, stabilized income and appreciation, a 1031 tax - deferred exchange or a potential spin - off.»