Sentences with phrase «liquid assets set»

If you are considering a deferred income annuity, it's essential to have a separate source of liquid assets set aside for emergencies.

Not exact matches

I'm with Buffett on this one, which is why I set up my firm the way I did — 80 % + of my liquid assets are in the strategy.

But liquid assets can also include other property (such as real property, mortgages and investments) if the responsible entity reasonably expects that they can sell them at market value within the timeframe for paying withdrawal requests set out in the scheme's constitution.

It's a good rule of thumb to set up your checking account as the place where your most liquid assets are held — the idea being that you keep funds for paying bills and other expenses in a checking account.

One way to do this is to set your deductibles higher, and rely more heavily on your credit or liquid assets in an emergency.

Liquid assets must be set aside to meet the amount of funds that may be withdrawn immediately with little or no penalty.

At the time a fund would enter into a mortgage dollar roll, it would set aside permissible liquid assets earmarked or in a segregated account to secure its obligation for the forward commitment to buy MBS.

When required by guidelines of the SEC, the fund will set aside permissible liquid assets earmarked or in a segregated account to secure its obligations to repurchase the security.

With respect to futures contracts that are required to «cash settle,» however, a fund is permitted to set aside or earmark liquid assets in an amount equal to the fund's daily marked to market (net) obligation, if any, (in other words, the fund's daily net liability, if any) rather than the market value of the futures contracts.

At the time the fund would enter into a mortgage dollar roll, it would set aside permissible liquid assets earmarked or in a segregated account to secure its obligation for the forward commitment to buy MBS.

Medicaid has eligibility requirements that are set on a state - by - state basis, but it is primarily designed for those with low incomes and low liquid assets.

Building a buffer of liquid assets through smaller and more focused goal - setting is easier — and makes more logical sense — than just throwing a big pile of cash into your savings account.

The policies have their own set of rules, but they may provide you with liquid assets for a business or for individual use.

One way to do this is to set your deductibles higher, and rely more heavily on your credit or liquid assets in an emergency.

For example, buyers shouldn't have to deplete liquid assets to come up with the necessary down payment on a home; that's one reason the NATIONAL ASSOCIATION OF REALTORS ® is fighting to prevent regulators from setting guidelines that would lead to high down - payment requirements (see «What We're Fighting For»).