Sentences with phrase «not qualified investments»

Not exact matches

What he ended up with was what he calls a «qualified pipeline» — people who would both be assets to the company and have already expressed an interest in investing in DraftKings, a company that's had buckets of trouble when it comes to regulation and may not be an investment target for everyone.

Her TriLinc Global Impact Fund, with individual investments as low as $ 2,000, is among only a handful of financial vehicles available to «retail» investors, the approximately 50 million U.S. households who don't qualify as high net - worth, or «accredited,» investors.

Here's the best part, at least for owners: As long as the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liability.

«The irony is that it appears that the company itself doesn't qualify for the investment product that the girl statue is promoting,» Krawcheck wrote in a post on LinkedIn.

-LSB-(Version 2, which is not quite as aggressive): If any holder of Series A Preferred Stock fails to participate in the next Qualified Financing, (as defined below), on a pro rata basis (according to its total equity ownership immediately before such financing) of their Series A Preferred investment, then such holder will have the Series A Preferred Stock it owns converted into Common Stock of the Company.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

If you want an investment property loan from a bank, you'll generally need to have an excellent credit score (at least 720 on the FICO scale) to qualify for a reasonable interest rate, but that is not necessary for a hard - money loan.

Not only do we dedicate two highly qualified investment advisors to each account, we also offer complimentary financial planning services to our clients.

For other APAC countries, this material is issued for Institutional Investors only (or professional / sophisticated / qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

This offer does not apply to brokerage accounts managed by independent investment advisors or enrolled in an advisory service, the Schwab Global Account ™, ERISA - covered retirement plans, certain tax - qualified retirement plans and accounts, or education savings accounts.

If you are not a resident of Massachusetts, you should consider whether your home state offers its residents or taxpayers state tax advantages or benefits for investing in its qualified ABLE program before making an investment in the Attainable Savings Plan.

These programs are typically restricted to owner - occupant buyers, so investment properties will not qualify.

Alternative investments, such as hedge funds, private equity, private debt and private real estate funds are not suitable for all investors and are only open to «accredited» or «qualified» investors within the meaning of U.S. securities laws.

Some lenders won't provide loans to people purchasing a home as a business investment rather than their residence, so you may need to seek out multiple lenders before you can find one that will qualify you for a loan.

If your distribution isn't qualified — for example, if you receive a payout before the five - year waiting period has elapsed — the portion of your distribution that represents an investment on those earnings will be taxable and will also be subject to a 10 percent early distribution penalty if you're under the age of 59.5.

Further, prospective investors may not invest in any such products for a period of 30 days after initial qualifying contact, except for those who have already invested or are actively considering an investment.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

If the name isn't cheap, it doesn't even qualify as a value investment.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Managed accounts, which typically include discretionary investment advice and therefore could not qualify for exemptive relief using a BIC, could use fee levelization for commission - based products and BICs for programs featuring nondiscretionary advice, according to Wagner.

To qualify for SSI, one can not have more than $ 2000 in assets (savings, investments, etc.) And an SSI recipient can not earn over a certain amount of wages if they choose to supplement their SSI income.

It allowed the government to collect revenues from persons doing business within the US, who otherwise didn't have (or minimally had) the qualifying assets, mainly: land, property railroad, and a few investments etc..

BASC also outlined its investment in a national network of highly - qualified airgun and shotgun coaches who provide tens of thousands of adults, children and young people with shooting opportunities they may not otherwise enjoy.

«They may not have made those investments if they didn't qualify.

«Whilst we welcome this announcement, the UK government must ensure that any associated qualifying criteria does not stifle investment.

The three - year review by Michigan - based Funston Advisory Services says the Common Retirement Fund's 2009 decision to ban paid placement agents used by other pension funds does not appear to have kept it from accessing qualified outside investment managers.

New York can not lag behind in its commitment to business especially when these MWBEs are ready, willing and qualified to take part in procurement and investment opportunities.»

The reason being that, a qualified candidate will not require much investment of the employer's time and money.

A gateway is an investment that pays dividends in pupil performance and long - term savings as Mark Haddleton found: «We have... recover [ed] the cost of using Schoolcomms and more; I have started to think of it as free, because as well as saving on costly text messaging to parents, (all app messages and longer emails don't cost anything), we also managed to identify many extra Pupil Premium qualifying families through parents taking the in - app test, which has brought quite a sum of money into school»

Schools need a properly resourced team of qualified teachers and support staff, not lower investment presented as freedom of choice.

Don't miss your chance to make a wise investment in your studies — purchase qualified assistance for your term paper.

According to You Yunting, a Shanghai - based intellectual property lawyer, Amazon China is even not a qualified body to apply for such a license as «video & audio production as well as the electronic publication and making is prohibited for foreign investment.»

You can not claim the credit if you are married and filing a separate return, file Form 2555 or 2555 - EZ, have more than $ 3,450 of investment income (2017 amount), or if you can be the qualifying child of another person.

If you live in Quebec, Saskatchewan or British Columbia, you may qualify for additional grants; however, Manulife Investments currently does not support any of the provincial incentive programs.

But aside from that legal entanglement with the OSC, the mortgage investments do seem to offer a nice healthy return, I just don't know what the implications are if you don't actually qualify according to the OSC and still get into that investment.

Not only may be a good investment but show the lender the seriousness of your decision of purchasing a home as well as indicating your commitment towards the investment, thus increasing your chances of qualifying for home loans for high debt ratio.

You can only use the credit toward the purchase of a principal residence, so vacation homes and investment property don't qualify.

Income from annuities that are provided as part of a qualified retirement plan isn't treated as investment income for this purpose, though, so it escapes the added 3.8 % tax.

If you want an investment property loan from a bank, you'll generally need to have an excellent credit score (at least 720 on the FICO scale) to qualify for a reasonable interest rate, but that is not necessary for a hard - money loan.

If you do not want to manage your money yourself, many qualified independent Investment Advisors and Hedge Funds9 have chosen to be listed on our Investors» Marketplace and would be happy to help you manage your assets on our platform.

I also reduce the percentage exposure to any bonds that do not qualify as investment grade.

Contributions, investment earnings, and distributions are tax free for federal tax purposes if used to pay for qualified medical expenses, and may or may not be subject to state taxation.

The purchase of a vacation home or investment property does not qualify.

Unless I am missing some value indicators (inside ownership, buybacks, additional highly qualified managers, a catalyst), I don't see this as an attractive investment.

The more often a dividend is paid, the more the problem of being too small an investment size to qualify for reinvested shares when fractional share purchases are not available.

If you aren't a qualified investor who has access to the full range of investments ordinary mortals are denied — private limited partnerships (hedge funds, private equity, commodity funds, etc), what can you do?

Investment properties and vacation homes do not qualify.

An HSA offers potential triple tax benefits.2 Your contributions can be made with pretax dollars so you reduce your current taxable income; earnings on the investments in an HSA are not taxed; and withdrawals are tax free if used to pay for HSA - qualified medical and health care expenses.

You don't need an existing FHA home loan to qualify for an FHASecure refinance loan - the program is designed to specifically to help those without FHA loans to get lower payments, prevent default and foreclosure, and protect their investment.

+ During the interest only term your monthly payments are as low as they can possibly get; + You can qualify for a larger loan amount, maybe even a larger home; + During the interest only term you won't pay out cash to build equity; + Make investments with payment difference to potentially build your net worth; + The entire monthly payment qualifies as tax - deductible interest during the interest only period.