Sentences with phrase «of assets held»

By my understanding a trustee acts as the legal owner of the trust's assets and handles all of the assets held in the trust which seems like a lot of work.

As an IRA holder, it's your responsibility to provide current values of assets held in the IRA.

At $ 24.2 trillion, the primary residence accounted for about one quarter of all assets held by households in 2016, surpassing other financial assets1 (20 %), business interests (20 %) and... Read More»

Ordinary Income Tax Rate — taxation applied to earned income and capital gains of assets held for less than a year.

The change would limit the break to gains on sales of assets held three years or more, mirroring a provision that the full House approved Thursday.

The ultimate goal should be to extract the maximum value from the collection of assets held at the beginning of the divorce process, so that each party gets as much as possible in the final settlement.

Additionally, the fund will not offer a redemption program at launch, meaning there is no assurance that the value of the shares will approximate the actual value of the assets held by the fund.

But this week, a Chinese court ordered a freeze on 1.24 billion yuan ($ 182 million) worth of assets held by three affiliates of the company, Jia, and his wife, according to the Xinhua News Agency.

The exact specifics of assets held varies by state, but we've compiled links to the official websites of all 50 states, so you can be sure that your state returns to you what you are owed.

The average 401 (k) plan levies fees totaling 1 percent of your assets held, according to data from the Center for American Progress.

It also handled various matters for Standard Life, including assisting with the refinancing of all assets held by Standard Life Investments Property Holdings, advising on the merger of the Standard Life Investments UK Property Fund with the Standard Life Investments Ignis UK Property Fund, assisting with five post-Brexit disposals for the Standard Life Investments UK Real Estate Fund with an aggregate value in excess of # 115m, and advising on the # 69m disposal of a shopping centre in Birmingham.

Acted for a spouse in a contentious marital breakdown in determination of entitlements where majority of assets held in trust vehicles.

Invests in dividend paying stocks with a market capitalization of less than $ 5 billion with no more than 35 % of assets held in any one country

Professional managers make the decisions concerning the management of assets held in the fund.

If the QDOT holds assets in excess of $ 2 million, one of the trustees will need to be a U.S. bank, or, if an individual or corporation, the trustee will have to post a bond or a letter of credit equivalent to 65 % of the value of the assets held in the QDOT.

«The large amount of assets held in real estate is a rational response to the tax - exempt status of the primary residence, which essentially gives every homeowner an unlimited Tax Free Savings Account.»

The collection of assets held by an investor.

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

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.

The Panel Trustee will seek turnover of assets held by the debtor or other parties and will arrange for their eventual sale.

Even though these simple, low - cost funds were conceived in Toronto 40 years ago, the percentage of assets held in ETFs lags far behind that in the United States.

Retirement schemes in the US (IRA / 401K) form a sizable portion of assets held by R2I - ers.

In most cases, many of the assets held by the person declaring bankruptcy will be taken by the trustee and sold to pay off creditors, but there are some assets that are protected when filing for bankruptcy.

Merely because you have the ability to buy or sell at will does not change the performance of the assets held.

• Major source of retirement assets — Combined, individual retirement accounts (IRAs) and Keoghs (for the self - employed) account for a sizable portion of the assets held by Americans in tax - preferred retirement plans and are likely to become the single largest source of retirement income outside of Social Security benefits for private - sector workers.

An Active NFE is a business client whose main source of income (more than 50 %) is generated from the sale of goods and / or services, and, less than 50 % of assets held are used to produce passive income e.g. restaurants and retailers.

A Passive NFE is a business client whose main source of income (more than 50 %) is generated from holding financial instruments earning dividends and interest, otherwise known as passive income, or more than 50 % of its assets held are used to produce passive income, e.g. certain family trusts or holding companies.

Short - term gains — those resulting from the sale of assets held less than one year — are taxed at your ordinary income tax rate.

Provisions in the tax code allow you to pay lower capital gains taxes on the sale of assets held more than one year.

Short - term gains — those resulting from the sale of assets held for one year or less — are taxed as ordinary income at your highest marginal income tax rate.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

For an investment company or similar entity, the total current value of assets held less the amount of outstanding liabilities, divided by the number of shares outstanding.

The 1999 EBRI / ICI database accounts for 11 percent of all 401 (k) plans, 26 percent of all 401 (k) participants, and about 35 percent of the assets held in 401 (k) plans.

The kinds of assets held in a particular ETF can give you a sense of how liquid the fund is.

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.

You are responsible for appropriate diversification of assets held outside your SMA.

Yet, Cremers and Petajisto found that the share of assets held in truly active funds (with sufficiently high Active Share) had fallen from 60 % in 1980 to under 20 % in 2009.

NBDB reviewed the pricing for InvestCube, the ETF automatic rebalancing service, with a tiered fee schedule ranging from 0.48 % to 0.73 % depending on the value of assets held.

At 30 June 2014, SMSFs held $ 13 billion in borrowings representing 2.3 % of the total value of assets held by SMSFs.

Diversified investment management company: An investment company with 75 % of the value of its assets held in cash or cash equivalents, government securities, securities of other investment companies, or securities of other issuers; no more than 5 % of its total assets in the securities of any one company; and ownership of no more than 10 % of the outstanding voting stock of any one company.

As fund asset size increased, the proportion of assets held in cash and term deposits decreased significantly while the proportion of assets held in trusts and other managed investments increased.

Are there some valuations that are so extreme that valuations should control the allocation decision regardless of the amount of assets held?

The bonus you'll receive depends on the type of account you have and the total amount of assets held with Bank of America.

When I go through 13F filings, I note the quirkiness of the assets held, and often held for a long time.

Here is a look at the value of assets held by some top officials, based on financial disclosure filings.

These unrealized capital gains account for a significant proportion of the assets held by estates — ranging from 32 percent for estates worth between $ 5 million and $ 10 million to as much as about 55 percent of the value of estates worth more than $ 100 million (Source).

Property accounted for the largest percentage of assets held by the world's 100 largest alternative asset managers.

The $ 1.8 trillion in liquid assets — the line item most people are referring to when they talk about «corporate cash» — accounted for 5.4 % of all assets held by nonfinancial corporations in the second quarter, down from 6 % in 2009 and pretty much flat for the past two years.

You can typically borrow 50 - 90 % of the value of the assets held in your investment account.

You are responsible for appropriate diversification of assets held outside your SMA.