Sentences with phrase «older investors benefit»

Portfolio Strategies The Impact of Saving Versus Return on Wealth Younger savers benefit more from seeking higher returns, while older investors benefit more from increasing their savings rates.

Younger savers benefit more from seeking higher returns, while older investors benefit more from increasing their savings rates.

Not exact matches

The contract comes with a return - of - premium death benefit as standard and investors up to 90 years old are eligible to purchase the product.

Canadian dividends also receive a generous dividend tax credit that benefits low - income investors in particular: a retiree in Ontario whose only other source of income is the Canada Pension Plan and Old Age Security might be able to collect more than $ 20,000 a year in eligible Canadian dividends and pay no tax.

If the 45 - year - old investor used in previous examples died at age 85 and bequeathed the $ 366,000 accumulated in the Roth IRA to a 55 - year - old child beneficiary, the total Roth IRA benefit could be more than $ 1 million by the time this beneficiary reached 75 (assuming only required minimum distributions were taken from the account and using the same return assumptions noted in Table 1).

Although clients who were invested in the old allocation from the time it became available (January 2008) likely did better than they would have done with the new allocation, the difference is not statistically significant, and it is IFA's advice that going forward having an exposure to international developed equities will provide a substantial diversification benefit to socially responsible investors.

Investors should understand that the 401 (k) is not a substitute for the old guaranteed benefits plans.

Integrity Life Insurance Company John Hancock Life Insurance Company USA Legal & General America Life Insurance Company of the Southwest Lincoln Benefit Life Company Lincoln National Life Insurance Company MetLife Investors USA Insurance Company Minnesota Life Insurance Company Mutual Trust Financial Group National Western Life Insurance Company Nationwide Life & Annuity Co of America New York Life Insurance Co North American Co for Life and Health Old Mutual Financial Life Insurance Pacific Life Insurance Company Presidential Life Insurance Company The Principal Financial Group Protective Life Corporation Pruco Life Insurance Company ReliaStar Life Insurance Company

Even older investors, who have fewer years for earnings to grow, typically benefit.

A nearly 100 - year - old Internal Revenue Code provision has seen a resurgence of popularity due to its immediate and long - term benefits to the investors who use it to structure deals.