Sentences with phrase «of deferred»

I think that's what most people want to know anyhow: am I better off with IVV or HXS; is the tracking error big enough to outweigh the advantages of deferred / re-structured tax?

However, most companies will give you the flexibility to withdraw a portion of your deferred annuity's account value, usually 10 % each year, without a company — imposed surrender charge.

For traditional employer - based retirement plans, the amount of deferred income allowed remains the same as the past two years.

Perhaps the biggest advantage to an annuity is that you pay no taxes on the income and investment gains of funds placed into an annuity during the accumulation phase of a deferred annuity.

However, the latest CFPB study did raise concerns about the ultimate costs of deferred interest products (better known as balance transfer cards), variable interest rates on many credit cards, and the fees incurred by consumers with subprime credit cards.

Typically, lenders only approve two months of deferred payments at a time, and only up to 12 months total during the life of the loan.

The valuation of deferred income taxes is hotly debated among industry professionals.

The present value of any deferred tax payments may be immaterial if they are not expected to be paid for years / decades, and, thus, are usually overvalued in our opinion.

One, several years or decades of deferred and compounded growth on investments is worth a lot.

I am not aware of any deferred inflation - adjusted payment annuities.

Structuring a deal with a large element of deferred consideration would reduce integration risk & help pay for itself.

Years ago, acquirers would blithely assume significant Pension Liabilities, but those days are long gone... We need to chop this GBP 105.7 mio Deficit (net of Deferred Tax) off the price also.

The net liability of the Group's defined benefit pension schemes (net of deferred tax) increased to $ 26.6 m at 30 June 2013 from $ 23.7 m at 31 December 2012.

Earnings in the period of $ 13.3 m attributable to equity shareholders were offset by losses of $ 4.7 m on the retranslation of the net assets of foreign currency denominated operations, actuarial losses of $ 3.5 m (net of deferred tax) on employee defined benefit pension schemes, revaluation losses of $ 2.2 m (net of deferred tax) following the revaluation of property and the payment of the final 2012 dividend of $ 5.0 m to equity shareholders of the Company.

The inspection report revealed that most of the major systems were victims of deferred maintenance.

(b) With respect to the deferral of one or more wholly unpaid scheduled payments in a consumer credit transaction, in which the finance charge was determined by the precomputed method, the creditor may collect, by agreement with the debtor either before or after default, an additional charge for each full month that any wholly unpaid scheduled payments are outstanding after the due date of each scheduled payment equal to that proportion of the finance charge which the amount of the deferred monthly scheduled payment bears to the sum of all monthly balances originally scheduled.

Looking back more than two centuries later, you could say that Franklin's foresight — harnessing the power of deferred income — made him more than just a wise financier, it made him a full - fledged retirement revolutionary.

Benjamin Franklin — writer, inventor, Founding Father... proponent of deferred income annuities?

You can get 6 months of deferred interest on purchases of $ 299 or more.

Some traditional mortgage loans may offer to finance fees as well, but reverse mortgage loans have the advantage of combining the feature of deferred repayment with this feature of rolled - in costs.

A QLAC is a type of Deferred Income Annuity that comes with tax - deferral benefits.

Instead of ignoring deferred student loan debt, lenders must factor in either the full amount of deferred loans or 2 % of the deferred amount.

You can choose from two types of deferred annuities: fixed or indexed.

I did want to quickly make clear that the roughly $ 7 in excess cash I used in my valuation is net of the deferred revenue liability (i.e., it is the amount of excess cash that the company will not need to run its day to day operations and hence can not be recalled so to speak by cancelled contracts).

Are you going to be able to use all of your deferred tax assets?

Management clearly signaled its acquisition strategy, and two came in rapid succession in Jan / Feb -2014: The first was Liquid Violet, for GBP 300 K cash up - front (& a further GBP 1.3 million of deferred consideration).

I agree in principle with the concept of deferred performance that he mentioned in his quarterly letter:

Keep in mind both fixed and variable annuities are types of deferred annuities.

The benefit of the deferred annuity is the ability to lock in interest rates in a similar manner as GICs.

A QLAC is a type of Deferred Income Annuity that comes with extra tax - deferral benefits.

With regard to the required payout of a deferred annuity at death, all deferred annuity contracts issued since January 18, 1985 must pay out the contract value upon the death of the owner [IRC Sect. 72 (s)-RSB-.

In order to stop people from using deferred annuities as short term investments and thus remedying their perception of an «unfair advantage» by the annuity companies, Congress passed the Tax Equity and Fiscal Responsibility Act of 1982, which drastically altered the taxation of deferred annuity withdrawals and distributions.

I'd say even if you are at the same tax bracket in 15 - 20 years, you've still had those years of deferred no - tax growth.

This program comes in the form of a deferred payment loan, to help cover down payment and closing / settlement costs associated with the purchase of a new home.

Longevity annuities are a type of deferred income annuity (DIA) product that is a twist on the old deferred annuity fable.

People always think about getting nice current yields, but I believe that part of the deferred gratification of dividend growth investing is also getting those low yield, high dividende growth stocks.

There are three types of deferred annuities for investors to choose from in order of least to most risk: fixed, fixed - indexed, and variable.

Generally speaking, the younger the MLP's assets are, the larger the amount of deferred taxes because non-cash depreciation charges are higher in earlier years, reducing taxable income without impacting cash distributions.

The long - term benefit of a deferred tax retirement plan can't fully be known since tax rates can change over time.

NOW, a negatively geared property, assuming a fair value discount on the basis of some investment maturity time, means you can invest MORE because of deferred tax, and then long term your ROI can be greater.

-- Finance sources may provide you with a period of 1, 2 or 3 months of deferred payment.

Fordham University graduate Lauren Dollard was more frank in her description of deferred life plans due to a $ 157,000 student loan debt.

Here are the rules when an owner of a deferred annuity dies before annuity payments have begun.

In the case of deferred annuities, the «cost» of tax deferral is twofold: All distributions from any annuity,...

It typically is in the form of a deferred or reduced tax liability.

A QLAC is a type of Deferred Income Annuity that is purchased with funds from traditional IRAs and 401 (k) s.

Even though the house price is $ 1,050,000, the mortgage debt along with the growing sum of deferred interest may grow as fast or even faster than the house price.

While there is no minimum employee contribution, the employer needs to fully match the first 3 % of deferred compensation or 2 % of all eligible employee compensation.

Cut your losses and move on: I have illustrated a few different ways to minimize the hit of deferred sales charges.

Many of our clients are older and downsizing from large homes with lots of deferred maintenance to catch up on, or updates to be made.