Sentences with phrase «on asset appreciation»

By contrast, returns typically associated with real estate equity strategies are mostly «back - ended» and are dependent on asset appreciation, capitalization rate compression, cash flow growth, aggressive refinancing and / or sale of the underlying property.

When traditional IRA contributions do not provide a current tax deduction, Roth IRA contributions are favored, since there would be no future taxes on asset appreciation in Roth accounts and there are no Required Minimum Distributions (RMDs) in retirement.

Rising house prices have shielded the reality of increasing ownership costs, but households can't live on asset appreciation, unless they sell, take a reverse mortgage, or a line of credit against their house.

This way they will not lose out on their assets appreciation.

Not exact matches

As long as the gift doesn't exceed $ 12,000 in 2006 (or $ 24,000 if a married couple gifts the asset), no gift tax is due on the gift itself or on the appreciation.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

Unless the Committee or Board determines otherwise prior to the transaction, if substantially all of the assets of the Company are acquired by another corporation or in case of a reorganization of the Company involving the acquisition of the Company by another entity, (i) stock options and stock appreciation rights become exercisable immediately prior to the transaction; (ii) restrictions with respect to restricted stock and RSRs lapse and shares are delivered; and (iii) performance shares and performance units pay out pro rata based on performance through the end of the last calendar quarter.

As I typically do, I clipped off a modest portion of our precious metals position in the Strategic Total Return Fund on strength last week, essentially bringing it back toward 20 % of assets after the appreciation in those shares.

In that sense their main concern is with rising land values — that is, the values that do not accrue as a result of earnings on capital (the rents that typically are pledged to lenders as interest payments on the loans taken out to by the properties) but are economy - wide asset - price appreciation in specific categories.

· Trump's plan would replace the estate tax with a capital gains tax on the appreciation of inherited assets of more than $ 5 million of gains per decedent or $ 10 million per married couple, subject to some exemptions for small businesses and family farms

Our model is built on creating smart contracts on the BTC and LTC chains to reflect the value of price appreciation in the synthetic assets listed on our platform.

As a result, the appreciation or depreciation of any one security held will have a greater impact on the Funds» net asset value than it would if the Funds invest in a larger number of securities.

As a result, the appreciation or depreciation of any one security held by the Fund will have a greater impact on the Fund's net asset value than it would if the Fund invested in a larger number of securities.

Japanese policy - makers on the balance express confidence so far that the policy mix has demonstrated an unexpected degree of success so far (thanks to appreciation in risk asset markets) alongside the credibility boost offered by the (so far) uneventful implementation of the April consumption tax hike from 5 % to 8 %.

Further, under the current tax system, capital gains tax is due on the appreciation of assets, such as real estate, stock, or an art collection, only when the owner «realizes» the gain (usually by selling the asset).

Seeks capital appreciation by focusing on undervalued mid-and large - cap companies, with a significant portion of assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

We need to tax everyone on the appreciation of their assets every year, whether they have sold them or not.

First Asset - Smart SolutionsTM First Asset is an independent investment firm, focused on providing smart, low cost solutions that address the real - world investment needs of Canadians - capital appreciation, income generation and risk mitigation.

Irrevocable trust funded by gifts by its grantor; designed to shift future appreciation on quickly appreciating assets to the next generation during the grantor's lifetime

If you donate assets that have increased in value, such as stock or a mutual fund, which you've held for over a year, you may be able to deduct the market value and avoid capital gains tax on the appreciation.

An asset allocation Fund with an investment objective to seek current income with a secondary focus on capital appreciation.

The combination of record net inflows plus overall capital appreciation across most asset classes of EUR19.6 billion pushed assets under management (AUM) in ETFs up by 24 per cent year - on - year to EUR467.4 billion.

Based on current positioning, we expect the All Asset strategies to benefit from the following return tailwinds: a stable to rising breakeven inflation rate, appreciating EM currencies, convergence of EM - to - U.S. cyclically adjusted price / earnings (CAPE) ratios toward longer - term averages, and appreciation of global value stocks from today's elevated discounts toward longer - term norms.

However, since they are completed transfers, the assets and the appreciation on any income earned by the assets are excluded from the transferor's estate for estate tax purposes.

Because tax basis depends upon the cost of the capital investment, any subsequent appreciation on those assets will not increase the tax basis in those assets.

On the other hand, such transfers remove the assets from your taxable estate as well as any appreciation enjoyed by those assets after the transfer.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

Newton allocates the Fund's investments across asset classes seeking to construct a diversified portfolio focused on income generation, while maintaining the potential for long - term capital appreciation and managing the risk profile of the Fund's portfolio of investments.

Franklin K2 Global Macro Opportunities Fund's goal is to seek to provide capital appreciation over a full market cycle, by allocating the Fund's assets across global macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous markets and investments.

Without the MID, there is no value in real estate other than potential appreciation down the road... I don't know about you, but I want to receive tax benefits on my biggest asset and protect my investment...

If there are savings on the acquisition side, it improves the likelihood of the buyer realizing appreciation of his asset, and a gain on his investment if he sells, in the future.

This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity.

This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities.

This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity.

Debt, and spending money beyond income based on future earnings growth and past and future asset appreciation (houses and stocks).

Gold mining company reserves in the ground should gain appreciation as the market loses confidence in «paper gold» assets as the physical gold market tightens with increased investment flows and the ratio of gold futures contracts to warehouse inventories rises punctuates the scarcity of physical gold to the amount derivative gold instruments traded on a daily basis.

An Equity REIT invests the majority of its assets directly in real property and derives its income primarily from rents and from capital gains on real estate appreciation, which are realized through property sales.

Finally if Levy, in his heart of hearts, wanted to realize the share price appreciation and he / his compadres thought there was value, they'd simply buy back stock or sell assets — you were spot on.

The remainder of the time is focused on researching special issues related to the client's financial affairs, building the client's lifetime cash flow and asset appreciation projection model, and / or writing the comprehensive financial plan or investment plan.

Additionally investors would also earn «enormous» and «real» monies from the profits of PlexCorps and the appreciation in value of the PlexCoin Tokens based on the efforts of the PlexCorps «market maintenance» team who would be listing the tokens on digital asset exchanges and through secondary market trading.

By capitalizing on Wanchain's innovative infrastructure, individuals and businesses will be able to access a wider range of financial services, while maintaining greater control over their assets and asset appreciation strategies.

The company uses smart contract capabilities on the Ethereum blockchain to create crypto assets backed by real estate, allowing holders to gain exposure to real estate and profit from rental income and capital appreciation of underlying properties.

KEY ACCOMPLISHMENTS • Attained appreciation award for Leading & managing a team responsible for conducting periodic internal compliance reviews determining compliance with regulations related to the Bank Secrecy Act, Office of Foreign Assets Control, USA Patriots Act, KYC, etc. • Made independent decisions discussing complex regulatory issues including the LOB impact with management • Coordinated and participated in on - site investment manager and service providers assessing the adequacy and effectiveness of their compliance programs • Supported the preparation of quarterly and annual compliance reports to the Board of Trustees • Stayed abreast of evolving investment advisory regulations and on that basis got a promotion

But appreciation is on the full value of the asset.

Rental properties are the only income - producing asset where you get both depreciation and appreciation at the same time, and can collect money on both of those.

I don't buy based on hoping appreciation happens, but it is a very nice bonus to know that the value of my assets are going up steadily over time.

«Landlords will have the ability to keep pushing rental rates over the next four years while realizing steady appreciation on their underlying asset [the house],» according to Burns.

The reason why large cities have so low cap rates, is that domestic and foreign investors mostly focus exclusively on these overhyped cities and speculate on endless appreciation despite poor fundamentals, low yields and overpriced assets.

CBRE is reporting that investors in Asia Pacific real estate in 2017 remain heavily focused on yield spreads when seeking assets as investment intentions, and are moving further away from capital appreciation strategies.

«If we were setting the betting line on asset value appreciation over the next couple of years, we would probably put it at zero, with NOI growth roughly offsetting a little bit of a backup in cap rates,» says McCulloch.