Sentences with phrase «one's accumulated assets»

Clients may need help with understanding the distribution issues they will face in retirement, and how these differ from accumulating assets for retirement.

Instead of accumulating assets in tens of millions of individual retirement accounts, as in a private system, the saving would take place in a single public fund.

It is designed to help accumulate assets to provide income for retirement.

I just assume that our retirement accounts and my pension (defined benefit — yeah, it rocks) and income from accumulated assets are going to be the entirety of our retirement income.

And I should say also that the main reason I'm personally accumulating assets is in order to fund this.

The key to long term success is to steadily accumulate assets and allow time for your investments to grow.

And, those with the most accumulated assets had spent the least.

There are certain insurance products tied to the stock market that can help people accumulate assets in the long run.

I don't believe that the optimal path to retirement is to accumulate assets so then you could live off of them in retirement.

A fixed annuity is a contract with an insurance company that allows you to accumulate assets for the future.

It's designed to help accumulate assets to provide income for retirement.

And, those with the most accumulated assets had spent the least.

Registered Education Savings Plan (RESP): A plan that enables a contributor, on a tax - deferral basis, to accumulate assets on behalf of a beneficiary to pay for a post-secondary education.

This index follows the patented Safe Landing Glide Path that seeks to preserve the purchasing power of accumulated assets at the target date, and to provide for the growth of assets during accumulation.

Management was unhappy about at having to liquidate carefully accumulated assets at fire sale prices, lenders were getting near the end of their tolerance for further cure period extensions, and erstwhile bondholders were wondering what the heck they were doing holding a penny stock.

First - party special needs trusts can be set up by adults who accumulate assets before the onset of a disability or receive assets after qualifying for Medicaid and SSI.

Maverix Metals TSXV: MMX CEO Dan O'Flaherty co-founded the royalty / streaming company just last year, already accumulating assets in 10 countries and a $ 200 - million market cap.

On the other hand, we also add back $ 1.1 billion in amortized goodwill, $ 3.3 billion in accumulated asset write downs, and $ 1.1 billion in other comprehensive income to Aetna's reported net assets to reach its invested capital for 2014.

Whole life insurance can protect your beneficiaries and plays the role of a tool that accumulates assets over time, while universal life insurance gives you the opportunity to regulate your insurance coverage.

A deferred annuity can help you to accumulate assets more tax efficiently and, when the time is right, convert them into income you can't outlive.

This allows financial planners to work with younger individuals or families that haven't accumulated the assets typical AUM firms charge.»

Accumulating assets became the name of the game.

You spent your working life accumulating assets.

My effective tax rate is slightly below 11 % and my long term savings ratio around 65 %, I don't travel much, I just accumulate assets and reinvest free cash into stocks and real estate whenever possible.

Check w / Booker Accumulated assets?

One is that savings ought not to reduce eligibility for college aid, at least not for professional and working - class families with accumulated assets of less than $ 1 million (the very wealthy may be another matter).

I keep that in mind when meeting with clients, whether it's to help clients accumulate assets for retirement, maintain financial independence throughout retirement, or transfer a legacy the most tax efficient way to heirs.

So, Dividends aren't that great for people working and accumulating assets because the tax advantage is lost on the deferral accounts, and it doesn't work well as income outside the deferral accounts.

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For those still accumulating assets, your best approach is dollar cost averaging into stocks WITHOUT rebalancing.

Games like Monopoly and Life can help kids to start seeing the value of saving versus spending and begin thinking about what they need to do in real life to begin accumulating assets.

With time, as one starts accumulating assets, there are sources of future income which can financially support the family

The concept of an OTC market may sound antiquated but in reality they are a major boon to markets, especially for large holders who can then enter or exit a market or accumulate an asset without much price «slippage», as would oftentimes occur on an exchange.

Married couples frequently accumulate assets and debt in both their names, which can complicate matters in the event of...

A plan that enables a contributor, on a tax deferral basis, to accumulate assets on behalf of a beneficiary to pay for a post secondary education.

One set will serve the dividend growth investor that is perhaps already retired and seeking maximum current income, while set number two might better serve the dividend growth investor that is near retirement but still has some time to accumulate assets before needing to harvest yield.

If you have already accumulated assets, you can subtract the amount of those assets from your total death benefit need, assuming they are somewhat liquid and wouldn't require a large amount of effort or loss in order to gain access to cash.

As aforementioned, WPC is accumulating assets at a rather rapid rate in order to fuel growth.

So I really don't have any other motivation for personally accumulating assets, except to be able to make the biggest contribution I can to making life multiplanetary.

IVV had net redemptions of $ 6.6 billion — a rare occurrence for a fund that's steadily accumulated assets and that became the world's second - largest ETF last year.

Retirement requires a change in mind - set about your money, as you go from accumulating assets to preserving them.

Whether you are accumulating assets for retirement or other goals, relying on your investment portfolio for living expenses, planning for your children's future, or simply want to gain comfort that your investments and financial planning are in order, a sound financial planning process will optimize the likelihood you will meet your goals.