Sentences with phrase «market value of the asset»

Of course, you must report any income earned on those investments, but any gains or losses would be measured against the fair market value of those assets when you received them.

The fee is calculated on the average daily balance of the total market value of the assets in your program account.

This value refers to total market value of assets managed by a mutual fund.

The cash stream an asset pays to the investor, as a percentage of the current market value of the asset.

The tax is paid on the open market value of the asset being received.

The fair market value of all your assets has to be less than your total debt for insolvency, and you're limited to the amount of insolvency.

In years when the estate tax applies, the basis of assets held by the decedent is adjusted to the fair market value of the assets on the date of death, so that heirs can sell assets at that value without reporting a capital gain.

The «charitable remainder» portion of the trust — that which ultimately will benefit the School Nutrition Association and its members through the School Nutrition Foundation — must be at least 10 % of the initial fair market value of the assets irrevocably transferred to the trust.

Account Market Value is the daily weighted average market value of assets held in the Advisory Account during the quarter after the close of business on the last trading day of the quarter.

fair market value of all assets owned by the deceased, minus funeral expenses, debts owed by the deceased, and assets passed to a surviving spouse

But such futures were traded on platforms that are not so - called «established exchanges,» which the IRC sometimes relies on for purpose of determining market value of assets.

On the off chance I borrow against a depreciating or non-income producing asset (such as a car or personal residence), I only borrow a fraction of the conservative market value of the asset (i.e., < 50 %).

The approach is abusive because the law requires you to report the full fair market value of the assets in your IRA at the time of the conversion, and the cash surrender value of an annuity does not reflect its full fair market value.

Whether or not you made money can get even trickier if your ACB is lower than the current market value of the asset.

Under this option, the total market value of your assets (also referred as Assets Under Management) shall be maintained between Growth Super Fund and Secure Fund in a predefined proportion that changes depending upon the years left to maturity.

The value of the trust was found to be the fair market value of its assets as of the date of adjudication (after taking into account the costs of distribution and any income tax liability) and it was ordered to be divided equally between the parties.

Further, while private foundations are subject to an annual payout of 5 percent of the market value of their assets, donor - advised funds aren't held to the same rules.

The term «applicable educational institution» refers to an educational institution which a) had at least 500 students during the preceding taxable year; b) the aggregate fair market value of the assets of which at the end of the preceding taxable year (other than those assets which are used directly in carrying out the institution's exempt purpose) is at least $ 500,000 per student of the institution; and c) more than 50 percent of the students are located in the United States.

We believe that these steps are likely to increase the market value of our asset.

The problem, it seems, is «haircuts» — the amounts subtracted from the market value of assets, such as government bonds, that are used as security when a bank borrows cash from another bank.

The cause, it seems, are «haircuts ``, Wall Street jargon for the amount subtracted from the market value of an asset, such as a government bond, that is used as security when a bank borrows cash from another bank.

It does not have anything to do with the market value of the asset.

The wealth effect is the tendency to spend more as the market value of the assets of a person rises.

NAV is the sum total of the market value of assets held in portfolio (all the...

NAV is the sum total of the market value of assets held in portfolio (all the shares / Mutual funds / bonds / debentures / cash and etc.,) less liabilities if any divided by total number of mutual fund units.

A measure of how much and how often the market value of an asset tends to move up and down.

You are also obligated to withdraw a minimum amount of money from your RRIF every year, a figure that's arrived at annually through an formula that takes into account your age and the market value of your assets.

A loan to value ratio, or LTV, is simply the ratio of a loan amount to the market value of the asset to be purchased with the loan.

The contract is a legally binding agreement, no matter what the market value of the asset is.

FACT: If the transfer of assets is made after there is tax owing, your spouse will share your responsibility for paying the tax, up to the fair market value of the assets he or she received from you.

The one exception would be if a stable value fund manager tried to meet withdrawals while facing a run on the fund, and ratio of the market value of the assets to the book value of the assets kept falling.

The futures contract is legally binding, no matter what the market value of the asset is when the contract matures.

Thus, this vast increase in the market value of asset claims is in part the indirect result of investors accepting lower compensation for risk.

Better to withdraw funds in that scenario, because it implies that the market value of assets is significantly less than the book value.

That increased value might not always be exactly recognized the market at all times (leading to the aforementioned volatility), but the price of your stocks (and thus the market value of your assets / portfolio) should increase over the long run.

Air is leaking out of the debt bubble, and the ability to reflate is not there, because the market value of the assets have sagged to such a level that even a zero Fed funds rate will not raise the market value to the levels where the assets are booked.

However, like most holding companies, Dundee typically trades at a discount to the market value of the assets it held.

The calculation of unrealized gains and losses can sometimes require guesswork, because it depends on the fair market value of an asset that has not yet been sold.

If the market value of an asset is above intrinsic value then the investor should choose to not own the asset.