Sentences with phrase «on asset type»

-- Pre-Tax / Traditional Retirement Account (401k, 403b, IRA, etc.) = currently at ordinary income tax rates for qualified withdrawals — Roth (401k, 403b, IRA etc.) = currently tax free for qualified withdrawals - Taxable Accounts = currently taxed depending on asset type, etc..

Not exact matches

But if you go that route, warns Ballentine, make certain that you «don't execute any documents that unwittingly expose your spouse to the company's obligations through some type of «backdoor» rule, which would eventually allow creditors to get their hands on these assets.»

Porter tells potential clients that he focuses on not guessing the market by buying index funds that buy broad swaths of the market; keeping costs as low as possible, such as fewer transaction costs and not paying analyst fees; and focusing on tax efficiency, by relocating assets from tax - inefficient types of investments to tax - advantaged accounts.

This type of loan relies on assets rather than credit.

What happens to your money, assets and debt owed depends on the type of bankruptcy you file.

Meanwhile,» says Costello, «you've got tens of millions of people across the country who are either too young, or simply aren't on a path to have anywhere near those types of large assets.»

Many experts recommend setting limits for how far off - target each type of asset can be, rather than following a schedule on a calendar.

Whether depreciation is included in cost of goods sold or in operating expenses depends on the type of asset being depreciated.

You'll likely need to invest in multiple types of insurance, including basic property protection as well as specific asset protection and general liability insurance, in case someone is injured on your property.

Third, there are differences among families with EPP assets based on the sector and type of plan they belong to.

Bubble - type prosperity is based on debt - leveraged asset - price gains at the expense of the economy at large.

According to fund tracker Morningstar: «A mutual fund is a basket of stocks, bonds or other types of assets that is professionally managed by an investment company on behalf of investors who don't have the time, know - how or resources to buy a diversified collection of individual securities (stocks, bonds etc.) on their own.

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.

Based on our research, none of these asset classes are likely to produce the same type of double - digit returns that investors have enjoyed in recent years.

A money market fund, on the other hand, is a more complex mutual fund type investment that buys all kinds of cash equivalent assets.

Many lenders today don't require specific forms or types of collateral, but will rather apply a general lien on business assets and a personal guarantee to secure the loan — making it possible for many businesses without specific types of collateral to qualify.

Such concentration may increase the risk that events affecting a specific geographic region or asset type will have an adverse or disparate impact on such investment funds, as compared to funds that invest more broadly.

To make this happen, visit the websites of all the competitors you uncovered in Step 6, and take a note of every type of asset class on their sites, such as FAQs, videos, articles, About Us pages, etc..

Consider what types of financing and how much financing you have access to based on your track record and your collective personal assets (including those of family, friends and contacts).

Simply list each asset class that can be found on your website, give it a unique identifier, and classify it by type of asset (PDF, video, images, audio, etc.).

What any individual bank needs to hold to maintain its liquidity in the face of stochastic adverse clearings, in addition of course to reserves of outside money, is not one specific type of earning asset, but a portfolio that includes enough liquid assets, meaning assets that can be sold on short notice with negligible losses from bid - ask spreads.

This type of analysis when applied to binary options, concentrates on the relationship between the prices of two assets in various markets, both of which on average move in the same direction.

I wrote back then what I write today: bitcoin is only one type of cryptocurrency, and its success / failure has no bearing on the philosophical underpinnings of the digital asset class.

So in addition, the Fund periodically hedges its exposure to those market fluctuations, based primarily on the status of valuations and market action (price behavior, trading volume, breadth, industry action, and other asset types such as bonds, commodities, and so forth).

On a binary options broker site you will see this type of chart if you click an asset and choose an expiry time that is fairly close, such as 5, 10 or 15 minutes away for example.

The Enrollment Program also authorizes a superior court to have jurisdiction over enrollees by allowing it to «appoint a receiver, monitor, conservator, or other designated fiduciary or officer of the court for a defendant or the defendant's assets,» as well as authorizes the Commissioner of Business Oversight to «include in civil actions claims for ancillary relief, including restitution and disgorgement, on behalf of a person injured, as well as attorney's fees and costs, and civil penalties of up to $ 25,000» for up to four years after the purported violation occurred and «refer evidence regarding violations of the bill's provisions to the Attorney General, the Financial Crimes Enforcement Network of the United States Department of the Treasury, or the district attorney of the county in which the violation occurred, who would be authorized, with or without this type of a reference, to institute appropriate proceedings.»

Types and natures of risks involved vary depending on the types of assets, investment restrictions, markets and countries that each investment account and / or ITM fund adTypes and natures of risks involved vary depending on the types of assets, investment restrictions, markets and countries that each investment account and / or ITM fund adtypes of assets, investment restrictions, markets and countries that each investment account and / or ITM fund adopts.

You won't find these types of gains in any other asset class on earth.

That type of situation coupled with concerns about China caused people to pull their money out of the emerging market asset class as a whole, but in our view, the markets overshot on the downside.

This report does not collect data on the types of assets contributed to donor - advised funds.

Greater demand for Asian fixed income, both from within and without With a growing emphasis on individual responsibility for pensions, education and health care, Asia is likely to see growing demand for all types of financial assets — and fixed - income securities top the list.

Based on our own experience and observed trends at our peer charitable organizations, we anticipate that donors will continue funding their donor - advised fund with appreciated stock, which is typically the most common type of asset contributed.

The company also lists the opening and closing hours for each type of asset on their website's» Assets» section.

Capital gains taxes are based on two factors: the type of asset, and how long the asset is held.

Child chains can enforce further rules on transactions denominated in their token, such as permissioning, limiting which accounts are authorized to issue specific transaction types, in order to e.g. comply with KYC rules for a child chain pegged to a fiat currency, or assets marketed to a jurisdiction imposing additional restrictions on who can trade them.

The traders basically need to anticipate whether an asset's market price will rise or fall at a given time, come to a showed cost, or fall inside a scope of 2 diverse set amounts depending on the trade type being used.

«Bitcoin» — A type of a Digital Math - Based Asset based on an open source cryptographic protocol existing on the Bitcoin Network, and the assets underlying the Trust's Shares.

Betterment does not let you adjust your type of asset allocation based on the funds you have in your tax - advantaged account.

Nor have we yet deployed a comprehensive set of policies to support the rebalancing of the U.S. economy toward a growth path based more on business investment, trade and broad - based income gains than the type of asset price gains and credit - fuelled consumption, which dominated the last business cycle.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

The question for Dell is whether he spends assets on say a back - up type to shore up the position now, or saves his ammunition to try find a long - term solution to slot next to Jrue.

Disincorporation Relief allows a company to transfer certain types of assets (company assets such as land and buildings, goodwill and other intangible assets) to its shareholders (who continue to operate the business in an unincorporated form) without the company incurring a corporation tax charge on the disposal of the assets.

Scientists around the world conducting research into what actually exists in ocean depths, as well as: the impacts of fishing and other human activities on these deep unknown spaces and species; and what types of improved management options may help to conserve these natural assets (and their contribution to planetary and human wellbeing) for the long term.

Being a great asset for full coverage on any skin type, it's no wonder matte makeup is arguably more of a lifestyle than a trend.

We need a show like The Bold Type to remind us that cynicism doesn't have to be the default — so here's hoping Freeform bets on its best new asset with the same confidence that the women of Bold Type would bet on themselves.

Students with unusual combinations of skills, such as computer programming and writing, will become employees with valuable assets to bring to the table, to no matter what type of team they're working on.

It depends on the type of account they have with Amazon, whether they use a distributor for their digital assets, and which one.

On Hammock's Idea Blog, we're discussing the two types of customer moments that marketers should prepare for by developing «content assets.»

You can create highly customized screens based on a variety of categories including Type (ETF vs. ETN), Exchange, Asset Class, Sector, Family, Regional Focus, Leverage, Inverse, and MER.

By adjusting the percentage of asset types as part of your investment portfolio management, you can vary the amount of risk you are exposed to and the potential return on your portfolio.