Sentences with phrase «making asset distribution»

Not exact matches

Contributions to HSAs are made with pretax dollars (in most states), assets grow tax - free, and distributions are tax - free if used to pay for qualified medical expenses or as reimbursement for such expenses.

Advisers who presently are fiduciaries may be especially likely to fully satisfy the PTEs» Impartial Conduct Standards before January 1, 2018, in the ERISA - plan context, because advisers who make recommendations to plans and plan participants regarding plan assets, including recommendations on rollovers or distributions of plan assets, are already subject to standards of prudence and loyalty under ERISA and a violation of the Impartial Conduct Standards would be subject to claims for civil liability under ERISA.

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.

Certain factors, such as the performance of the stock market, the pace of distributions from our funds and from the funds of other asset managers or the asset allocation rules or regulations or investment policies to which such third - party investors are subject, could inhibit or restrict the ability of third - party investors to make investments in our investment funds.

He says tweaking the telecom regulations without doing the same in broadcasting makes no sense in a converged world, where companies own both distribution and broadcasting assets.

We expect that the New Credit Facility will contain a number of covenants that, among other things, restrict SSE Holdings» ability to, subject to specified exceptions, incur additional debt; incur additional liens and contingent liabilities; sell or dispose of assets; merge with or acquire other companies; liquidate or dissolve itself, engage in businesses that are not in a related line of business; make loans, advances or guarantees; pay dividends or make other distributions (with certain exceptions, including tax distributions and repurchases of management equity); engage in transactions with affiliates; and make investments.

After the transfer, the recipient will assume the responsibility for investing those assets and make any future decisions on distributions.

«Even when investors choose not to include their financial advisor in plans regarding asset transfer and eventual wealth distribution, there are ways advisors can assist investors with their financial futures,» said Spectrem president George H. Walper Jr. «Almost every decision an investor makes and an advisor considers has some ramifications on the investor's future.»

If any Shares remain outstanding after the date of termination, the Trustee thereafter shall discontinue the registration of transfers of Shares, shall not make any distributions to Shareholders, and shall not give any further notices or perform any further acts under the Trust Agreement, except that the Trustee will continue to collect distributions pertaining to Trust assets and hold the same uninvested and without liability for interest, pay the Trust's expenses and sell Bitcoins as necessary to meet those expenses and will continue to deliver Trust assets, together with any distributions received with respect thereto and the net proceeds of the sale of any other property, in exchange for Shares surrendered to the Trustee (after deducting or upon payment of, in each case, the fee to the Trustee for the surrender of Shares, any expenses for the account of the Shareholders in accordance with the terms and conditions of the Trust Agreement, and any applicable taxes or other governmental charges).

The behemoth generating structure of La Liga's distribution of revenue makes it all the more important for the lesser teams to generate their own profits, and perform in the market with the sale of their assets.

Upon dissolution or winding up of said corporation's affairs, whether voluntary or involuntary, all of its assets then remaining in the hands of the board of directors shall, after paying or making provision for payment of all of said corporation's liabilities, be distributed, transferred, conveyed, delivered, and paid over only to educational, scientific, literary, or charitable organizations that are exempt from federal income tax under section 501 (c)(3) of the Internal Revenue Code of 1986, as amended, and which are not private foundations within the meaning of section 509 (a) of the Internal Revenue Code of 1986, as amended, on whatever terms and conditions and in whatever amounts the board of directors may determine, for use exclusively for educational, scientific, literary, or charitable purposes, except that no distribution shall be made to organizations testing for public safety.

No part of the assets or net earnings of said corporation, current or accumulated, shall inure to the benefit of or be distributable as dividends or otherwise to the directors, officers, or employees of said corporation or to other private persons, except that said corporation is authorized and empowered to pay reasonable compensation for services actually rendered and to make payments and distributions to further its charitable, scientific, literary, and educational purposes.

The Joyce Foundation will make approximately $ 50 million in charitable distributions in 2018, from total assets of $ 1 billion.

As bonds mature during the year leading up to the termination date, the proceeds will be reinvested in cash and cash - equivalents and when the ETF terminates, it will make a cash distribution to unit holders equivalent to the ETF's Net Asset Value.

When a mutual fund makes a capital gain or dividend distribution, the net asset value (NAV) drops by the amount of the distribution.

According to Tom Bradley, «Direct distribution makes up 20 per cent of the fund market in the U.S., with Vanguard, Fidelity, T. Rowe Price and a few others having substantial assets under management.»

Once you make a nondeductible contribution to a Traditional IRA or rollover after - tax amounts, any distributions taken from the IRA will include a prorated amount of pre-tax and post-tax assets.

As of right now, after the special dividend, there is a high risk that the remaining assets are used to chase after aquisitions instead of making more distributions to shareholders.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

This structure typically reduces the cost and tracking error * associated with replicating an index and increases tax efficiency • Tax efficient: HTH is not expected to make taxable distributions • Hedged exposure: Get Canadian currency - hedged ** exposure to the US 7 - 10 year treasury market • Higher compound growth: The reinvestment of index distributions are reflected in HTH's Net Asset Value («NAV»)

While your will determines the distribution of assets that are part of your estate, life insurance proceeds bypass this procedure and are made available directly to your beneficiaries.

Direct distribution makes up 20 per cent of the fund market in the U.S., with Vanguard, Fidelity, T. Rowe Price and a few others having substantial assets under management.

So, depending on what other assets are in your estate to pay that tax and to pay other bequests or distributions to beneficiaries, you will want to make sure that's all considered in your estate planning, Brian.

Once you make a nondeductible contribution or roll over after - tax amounts to any of your Traditional, SEP or SIMPLE IRA, any subsequent distributions from any of your Traditional, SEP or SIMPLE IRAs will include a prorated amount of pretax and post-tax assets, as these IRAs are aggregated for the purposes of determining the taxable amount of any distributions.

Make a more gradual change in your asset allocation by investing any new money in the underweighted categories or reinvesting distributions from your overweighted funds into your underweighted holdings.

Such distributions may be made from the cash assets of the Fund or by liquidation of portfolio securities, if necessary (including when it is not advantageous to do so).

The press release made no mention of any assets (intellectual or otherwise) to be disposed of by the company after the initial cash distribution, though I expect further information will be forthcoming in the shareholder proxy material.

The distribution follows the final settlement of the sale of Aspen's California oil and gas assets to Venoco, Inc., at which the parties made a number of immaterial adjustments to the purchase price paid at the June 30, 2009 closing, and made certain other payments that were not determined until after the closing.

We do not intend to make any further distributions until after we sell, liquidate or otherwise dispose of our remaining non-cash assets, consisting primarily of our RenovaTM Cortical Stimulation System and related intellectual property, and pay or otherwise make reasonable provision for the payment of claims against and obligations of Northstar.

Moreover, if the Company's stockholders approve the Plan of Liquidation, the Company intends to file a certificate of dissolution, delist its shares from NASDAQ, sell and monetize its non-cash assets, satisfy or settle its remaining liabilities and obligations, including any contingent liabilities and claims, terminate its remaining employees throughout the wind down period, and make one or more distributions to its stockholders of cash available for distribution.

There is no calculation tool to tell you what you should be shooting for (which is why it's called asset distribution and not asset allocation), so just make it up as you go.

ETFs can take advantage of their two - tier structure (market makers create and redeem shares in exchange for the underlying assets, then sell / buy those shares to / from you) to essentially eliminate «capital gains distributions» (those pesky annual payouts that a fund is required to make when it sells its underlying assets at a profit as part of share redemption or asset rebalancing).

When the Premier made her announcement about reducing hydro bills, she also claimed «Decades of under - investment in the electricity system by governments of all stripes resulted in the need to invest more than $ 50 billion in generation, transmission and distribution assets to ensure the system is clean and reliable.»

Trustee: the person or entity who manages the trust assets and makes distributions to the beneficiaries in accordance with the terms of the trust.

In a divorce, a spouse with a lot of wealth may try to hide assets in order to make their income appear lower than it is, and so that these assets will not be a part of the Tennessee equitable distribution award.

If adopted, the proposed amendments would create an exemption for resales of shares of non-reporting issuers if, among other things, the trade is made to a person or on a market outside Canada and if at the time of the original distribution the issuer was a «foreign issuer» (essentially an entity organized under foreign laws that does not have its head office or a majority of its assets in Canada or for which Canadian residents are a majority of the board or the executive suite).

In December 2011, Partner Jay Rice obtained a unanimous New Jersey Supreme Court decision in Tannen v. Tannen protecting the rights of the Trustee to control their decision making over distributions of Trust assets.

Make sure that your family is taken care of by outlining your wishes for the distribution of your assets and guardianship of your children in a Last Will and Testament.

Make sure that your family is taken care of by outlining your wishes for the distribution of your assets and guardianship of your children in a

Remaining assets: Trust assets that remain after paying debts and expenses of the trust and making the specific distributions as specified in the trust.

If a presumption of resulting trust is found, the property would make up part of the estate's assets for distribution.

It said executors can be held responsible for errors made in the distribution of assets, can face legal claims from beneficiaries and can be forced to compensate the beneficiary out of their own pocket.

Child custody and time - sharing, support, alimony, and asset distribution arrangements can be made through mediation and negotiation, saving you money on costly courtroom battles.

These guidelines may include the timing and method for distribution of trust assets, types of investments that can be made within the trust and naming successor trustees.

While your will determines the distribution of assets that are part of your estate, life insurance proceeds bypass this procedure and are made available directly to your beneficiaries.

As such, you should both enter into divorce settlement talks in good faith and make an honest attempt to reach an agreement on central issues like distribution of marital assets and time - sharing arrangements for your children.

Many people entering into a second marriage choose to sign a prenuptial agreement to make sure they maintain complete control over the distribution of their premarital assets, especially if they have children from a previous marriage.

When dividing the couple's marital property, the court must make an equal distribution, although the court does not necessarily need to split the couple's assets exactly 50 - 50.

Instead of battling over the division of marital assets, the parties to a collaborative divorce may hire an accountant, financial planner or other consultant to review the marital estate and make recommendations regarding the equitable distribution of debts and assets.

Further, there is oftentimes a neutral financial professional who streamlines the process of ensuring that each spouse can make an informed decision on financial matters, provides options on support and distribution of assets and debts that are specifically tailored for the family's needs, and helps ensure that both spouses are on firmer financial footing once the divorce is finalized.