Sentences with phrase «on asset location»

We especially value the math - based rationale and emphasis on asset location and tax implications.

So it seems weird and counter-intuitive that with basically the same numbers, previous papers on asset location have come to the opposite conclusion and suggest that bonds go into the RRSP first.

That said, the changes announced in Budget 2015 will have an important influence on asset location decisions in the future.

What are your thoughts on asset location?

The choices you make on asset location can have an impact on how much tax you pay.

Not exact matches

Owning physical real estate is great, but it's like going all - in on one asset in a particular location with leverage.

They are buying at the top end of the market, focusing on top credit tenants and top locations, and they are willing to pay aggressive cap rates to acquire those assets, he adds.

Then consider «asset location» — which type of investments you keep in each account, based on the tax efficiency of the investment and the tax treatment of the account type.

In other words, if you have a brokerage account somewhere, your assets are maintained on electronic systems, which are generally backed up in multiple locations with a very well documented «paper trail» indicating who owns those assets.

PDC's primary focus continues to be on developing its approximately 2,600 horizontal drilling locations as of year - end 2016 in the Core Wattenberg Field located in Colorado and in its Delaware Basin assets in West Texas.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

Now that I have decided on an Assest Allocation, my next project is to research Asset Location and how to best split these between a taxable account and tax deferred / free account.

Anadarko has some of the highest quality assets in the U.S. onshore market, generating high returns on invested capital and holding a large inventory of undrilled locations.

In addition, the assets have development upside on the ~ 29,000 gross acres with booked proven undeveloped and probable drilling locations with multi-zone potential in the Mannville, Cardium and Duvernay shale.

View Single and Multi-Family Offices and Family Office Service Providers based on geographic location and assets under management.

2018 Omaha CEO Dinner Keynote Speaker: Bruce Flatt, CEO, Brookfield Asset Management More info on Brookfield Asset Management: https://bam.brookfield.com/en Friday, May 4, 2018 6:30 p.m. Dinner, 7:00 p.m. Keynote Location: Scott Conference Center, 6450 Pine Street, Omaha

Tax cuts always effect assets prices, regulations are estimated to account for up to 35 % of building new construction costs for homes in some locations and though federal deregulation may not impact local regulations as much it does have a multiplier effect on the economy just like a tax cut does and anticipation of an infrastructure plan the scale of this administration's, though it hasn't been passed, would also have an anticipatory effect on leading indicators like stocks and other commodities that raise costs, which we have already seen.

The increase in wealth over 10 years by utilizing asset location tenets was $ 70,360 (see disclosure for details on tax calculations).

Our comprehensive macro, strategic and tactical analysis allows us to identify motivated sellers, and mispriced «on» and «off - market» assets in target locations.

It's a decent asset on this site as it locations numerous aspects of the critical individual and social effects of «game plans» and how that effect shifts from conventional connections.

You can unlock story missions by acquiring Major Intel assets, scattered around various locations on your map.

Once you've settled on your asset allocation, you need to consider your so - called asset location: Which investments should you hold in your retirement accounts and which in your taxable account?

They might trade frequently based on what they see on BNN, or hold inappropriate investments in taxable accounts rather than using proper asset location.

I can't stress enough that asset location decisions should be based primarily on income tax, not foreign withholding tax.

From deciding on the right asset location, to harvesting losses, to calculating the adjusted cost base of your holdings, taxable investments are always a challenge.

For a great primer on what to keep in a tax sheltered investment, such as an RRSP or TFSA, and what to leave in unregistered (not tax sheltered) accounts, see our previously published article, Asset Location: Everything in its place.

At - risk assets vary based on your location and total wealth, and these may include:

I was also very impressed, having done this in another location, of seeing them stay on target time-wise so that it moves along at a great pace and I think the audience is greatly rewarded by that discipline» Don Yacktman, Yacktman Asset Management

The Asset Location choice for high - return assets should be based on probable outcomes, not fears of doom and gloom.

In the Asset Location decision many choose to make capital gains and dividends the first income to get kicked out of the RRSP when contribution room is constrained, because they compare their taxation at preferential rates in a Taxed account, to an RRSP where those profits are taxed at full rates on withdrawal.

That depends on your portfolio size and tax rates, but smart asset location decisions can easily save you tens of thousands of dollars over an investing lifetime.

I have read various articles on proper asset location, i.e., put the most tax efficient funds (stocks, etf) in taxable accounts and bonds / reits in tax inefficient funds.

They currently manage $ 490 Billion in assets, have 47 locations across 21 different countries, have close to 3,500 employees, and is currently traded on the... Read More

For detailed information on how investments are taxed and where to hold them for the greatest tax efficiency, read Preet Banerjee's «Asset location: Everything in its place.»

By the way, I was walking past the Rent - A-Center location near my home and my first thought to myself, no joke, was: «Hmm, I hope Wexboy comes out with that promised follow up on distressed asset investing soon.»

on the one hand i understand the risks you describe (sitting on a delisted stock investment), on the other hand I really like the KWGs strategy (with their focus on B - and C - locations and very frugal criteria when the buy new assets) and the exposure to the german real estate market.

When it comes to portfolio allocation, I see nothing wrong with mixing it up — I'm happy to (re --RRB- allocate based on secular investment themes, national & regional location, and / or (alternative) asset categories.

I've long been on record as saying that for many investors, trying to optimize their tax situation is not optimal for their overall strategy — worrying about asset location and moving to US - based funds can add significant levels of complexity for the sake of a few extra basis points.

2018 Omaha CEO Dinner Keynote Speaker: Bruce Flatt, CEO, Brookfield Asset Management More info on Brookfield Asset Management: https://bam.brookfield.com/en Friday, May 4, 2018 6:30 p.m. Dinner, 7:00 p.m. Keynote Location: Scott Conference Center, 6450 Pine Street, Omaha

Ben Felix is to be commended for including a run with lower brackets (which, TLDR, also found a much lower benefit to optimizing vs. just keeping a balanced portfolio in each account — so if your income is closer to $ 70k / yr than $ 200k / yr, then there's even less potential savings on the table so again, just side - step the thorny issue of asset location entirely).

On the other hand, that same location could be an asset if you're tired of going to the Colosseum or other major tourist sights on your third or fourth visit to the Eternal CitOn the other hand, that same location could be an asset if you're tired of going to the Colosseum or other major tourist sights on your third or fourth visit to the Eternal Citon your third or fourth visit to the Eternal City.

Run by a friendly British owner and featuring staff members who enjoy a joke, A-One has all the assets of a great eatery in addition to its excellent location on the Nopparat Thara Beach Road.

The location of the resort is definitely it's biggest asset: on the beach, with a nice view and close to the most awesome dive sites of Bali.

Proving that you don't have to get down and dirty to go camping is the Agnes Water Beach Holidays Park, whose best assets include hot showers, an absolute beachfront location, and an on - site cafe serving up home - made cakes and a quality brew (of coffee, that is) on their alfresco deck.

The above images pile on additional proof to Voldsby's original Seattle theory for The Last of Us: Part 2, as the Redditor scoured for real world signifies and markers from game assets in order to place the sequel within the context of an actual city or location.

Real - Time Strategy games are focused primarily on the control of territory and assets: whereby two or more opposing forces will appear in the same map in an effort to assert dominance by securing resources or locations within the existing defined area.

«For our quality of life and economic opportunity, our location on the Hudson is a great asset.

While many of these company's holdings span multiple asset classes, the impact will vary based on geographic location and timing of disposition.

Whether it's background information on a person, asset location, evidence of a judgment or lien, or legal research, this book covers it all.

Each situation is best analyzed on a case - by - case basis, taking into account factors such as the type of remedies which may be required, the financial compensation needed to make the client whole, the location of the Chinese party's assets, anticipating what may go wrong, as many other factors.