Sentences with phrase «investments gains you'd»

In this case, you'd have to endure those lower social security payments for life without the investments gains you'd hoped for.

In this case, you'd have to endure those lower social security payments for life without the investments gains you'd hoped for.

Shareholders» equity of $ 22.979 billion decreased 3 % from year - end 2017 due to the impact of higher interest rates on net unrealized investment gains.

Debt - to - capital ratio excluding net unrealized investment gains, net of tax, included in shareholders» equity

Net income of $ 669 million after - tax increased $ 52 million due to higher core income, partially offset by net realized investment losses as compared to net realized investment gains in the prior year quarter.

The ratio of debt - to - capital excluding after - tax net unrealized investment gains included in shareholders» equity was 23.4 %, within the Company's target range of 15 % to 25 %.

In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.

Adjusted shareholders» equity is shareholders» equity excluding net unrealized investment gains (losses), net of tax, included in shareholders» equity, net realized investment gains (losses), net of tax, for the period presented, the effect of a change in tax laws and tax rates at enactment (excluding the portion related to net unrealized investment gains (losses)-RRB-, preferred stock and discontinued operations.

Adjusted book value per share is total common shareholders» equity excluding net unrealized investment gains and losses, net of tax, included in shareholders» equity, divided by the number of common shares outstanding.

Debt - to - capital ratio excluding net unrealized gain on investments, net of tax, included in shareholders» equity, is the ratio of debt to total capitalization excluding the after - tax impact of net unrealized investment gains and losses included in shareholders» equity.

Core income (loss) is consolidated net income (loss) excluding the after - tax impact of net realized investment gains (losses), discontinued operations, the effect of a change in tax laws and tax rates at enactment, and cumulative effect of changes in accounting principles when applicable.

Reconciliation of Shareholders» Equity to Tangible Shareholders» Equity, Excluding Net Unrealized Investment Gains, Net of Tax

Net unrealized investment gains included in shareholders» equity were $ 175 million pre-tax ($ 133 million after - tax), compared to $ 1.414 billion pre-tax ($ 1.112 billion after - tax) at year - end 2017.

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

You'll pay taxes on your contributions (and investment gains) only when you withdraw the money, which you can do starting at age 59 1/2.

Daniel Bliss, an Illinois Senator who is running for governor, has introduced a bill that would tax investment gains and close the carried interest loophole.

Seed and early - stage investments have accounted for the majority of investment gains in every year since 1995, suggesting that despite the deep pockets of late - stage investors, early - stage investments hold their own on an apples - to - apples basis (total gains).

Year - end is traditionally time to undertake tax - loss harvesting to offset investment gains, a good idea for any investor, say advisors.

While the investment gains in a variable annuity are tax - deferred, when the money is eventually withdrawn, the gains are taxed as ordinary income, not capital gains.

The improved economy and rising stock market have helped repair the damage to university endowments, but the biggest investment gains and largest gifts have flowed to the wealthiest schools, according to a recent analysis by Moody's Investors Service.

While CalPERS» strategy of reducing its investment target rate if it sees big investment gains in a given year is unusual, its lowering of expectations is not.

Callahan Erdoes contended that a focus on short - term risks «erodes everything» about long - term investment gains.

The principal, plus any investment gains the 401 (k) generates, are only taxed when the account holder withdraws money from the account.

Net realized investment gains were $ 2.6 million in the first quarter of 2018, compared to $ 10.5 million last year.

OMAHA, Neb. (AP)-- Warren Buffett's Berkshire Hathaway reported a 9 percent drop in third - quarter profit versus the same period a year ago, when the company had large investment gains.

But that came before the financial turmoil of 2008 and just after an exceptionally profitable quarter that was helped by a $ 2 billion investment gain.

While an improved economy and rising stock market have helped private institutions repair much of the Great Recession's damage to their endowments, the biggest investment gains and largest gifts are flowing to the wealthiest schools, according to a recent analysis by Moody's.

Should I count on -16 percent mortgage rates going forward to get the same investment gains?

Additionally, while investment gains inside an IRA compound without the drag of taxes, you must pay taxes on any gains in your «side» investment account.

The dashboard summary shows your net worth over time, your latest investment gains and losses, and a comparison of your results, called the «You Index» compared to major market indices.

Buffett has said Berkshire's operating earnings are a better measure of how the company is performing in any given period, because those figures exclude the value of derivatives and investment gains or losses.

Berkshire recorded big investment gains last year as it prepared to redeem warrants in General Electric and Goldman Sachs for stock.

Let the market take care of the rest of the investment gains.

Berkshire said on Friday second - quarter profit fell 37 percent, reflecting a significant decline in investment gains and an underwriting loss from insurance.

In addition, consult your personal investment and / or tax advisers prior to investing money and realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

In addition, early stage investors generally use the secondary market to sell investments (or a portion of their investments) at a multiple of cost, thereby locking in investment gains and obtaining the ability to recycle capital.

Adjusted for investment gains, earnings came to 97 cents per share and fell short of Wall Street expectations.

A standard brokerage account allows buying and selling securities with capital gains taxes required on investment gains.

5) Keep your passive to semi-passive income separate from your day job income, one - off investment gains, or business income.

Also, profits generated from Bitcoin mining still fall under the original ruling, and the new classification applies only to investment gains.

Although the payment of the insurance premiums is not tax deductible, any increase in the cash value of the insurance policy due to investment gains is not taxed until you begin to withdraw the money after you retire.

So you can save money on taxes even if you don't have any investment gains in that same year.

We can withdraw our contributions at any time, but can't withdraw the investment gains until traditional retirement age.

This is suggestive of policyholders taking investment gains out of the contract.

We believe the amount of investment gains / losses included in earnings in any given period typically has little analytical or predictive value.

I did indeed wince at the assumption that investment lost in carbon - intensive industries will automatically be offset by precisely equivalent investment gains in other industries.

Losses, adjusted for investment gains and to account for discontinued operations, came to 49 cents per share.

Please realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

Too much and you're losing out on potential investment gains.

You pay taxes on your investment gains only when you make withdrawals in retirement.