Sentences with phrase «other asset accounts»

All other asset account statements including Retirement - past two months or most recent quarterly statement (all pages - even if blank)

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

Facebook's shares have lagged behind other big tech names, making the valuation potentially attractive, says Tim Seymour of Triogem Asset Management, which has accounts holding shares in the social media firm.

The Fed's operations in the recent crisis have been loans to banks and other financial institutions and purchases of financial assets, not helicopter drops of cash into households» accounts.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Although it's not illegal to have an offshore holding company or assets that are held in foreign accounts, most countries require politicians and other public figures to declare their holdings.

If you happened to purchase your annuity inside of an individual retirement account or Roth IRA and have no surrender charge, you can transfer the entire balance to another IRA as a trustee - to - trustee transfer, just as you would with any other IRA asset, deferring the tax.

But financially speaking, your net worth equals your assets — cash, property (like your home, car and furniture), your checking and savings account balances and any investments — minus your liabilities, which are your debts and other financial obligations.

Following the financial crisis, I argued that regulators should look into whether or not the mutual fund rules and current accounting rules were appropriately structured given the growing presence of firms like Berkshire Hathaway (BRKA), which get a pass from daily net asset value calculations and other requirements.

If you have any stock or other asset in a taxable account, it's worth looking at whether it would make sense to sell off appreciated long - term investments while you're in a lower tax bracket.

Other certain tax adjustments include internal restructuring transactions that lowered the tax rate on deferred tax liabilities recorded on intangible assets recognized in acquisition - related accounting.

Therefore, we believe that the presentation of non-GAAP financial measures that adjust for the amortization of intangible assets provides investors and others with a consistent basis for comparison across accounting periods.

And unlike the other saving options, these types of accounts can also be considered your child's asset, not yours — which means they can affect the amount of federal aid your child qualifies for when filling out the FAFSA.

Earlier this year, Delaware became the first state to give account holders the power to bequeath digital assets, and it's likely other states will put similar laws in play.

A New York Times investigation published last year found that the family had documented assets of more than $ 160 million, a conservative figure that did not include bank accounts, real estate, assets held by proxies or other wealth not reflected in publicly available records.

Tax Coordinated Portfolios on the other hand places assets that will be taxed highly into your IRAs which have big tax breaks, while placing assets that have lower taxes in your standard taxable accounts.

It is common for borrowers to build up savings in the form of offset accounts, redraw balances or other assets.

On the other end of the spectrum, only 541 plans, or 0.10 %, have more than $ 1 billion in assets.Yet the comparatively exclusive mega-plan club accounts for the largest percentage of participants and assets: almost 16.5 million participants are in plans with more than $ 1 billion in assets.

However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).

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.

Unlike other digital asset and bitcoin exchanges, you don't need an account to use ShapeShift.

They can accumulate funds in an offset or redraw account, or build up other assets.

It is also necessary to provide a list of other assets other than your bank accounts which may include investment records, retirement accounts, real estate, and auto titles, and other investments this will make up a large part of your financial picture and make the lender sure that you have enough savings to bear any unexpected expenses.

If China runs a capital account deficit and the US a capital account surplus, and these are roughly equal to net purchases by the PBoC and other Chinese government entities of US government bonds and US assets, China will run a current account surplus exactly equal to its capital account deficit.

Lenders may sue to obtain access to accounts or other assets if the borrower has not paid.

After accounting for the use of hedging derivatives, the FCE survey indicates that the overall net foreign currency asset position of other financial corporations was equivalent to 16 per cent of GDP, with a hedging ratio of around 35 per cent for foreign currency assets and 60 per cent for foreign currency liabilities (Table 1).

Also, realize that you and your former spouse can either agree to divide the account or choose to take all of these qualified retirement account funds after offsetting its value with other assets.

The pro forma financial information was prepared using the acquisition method of accounting, which requires, among other things, that assets acquired and liabilities assumed in a business combination be recognized at their fair values as of the completion of the acquisition.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

I hold assets in other accounts which are not reflected here (mostly because they aren't as fun to write about and track).

Your account will comprise primarily exchange - traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification will be sought among common income sources like stocks and bonds, and lesser - known assets such as bank loans and real estate investment trusts (REITs).

The other is to impose trade tariffs or, what amounts to the same thing, to tax foreign purchases of US assets, especially US government bonds, in order to drive down the current account deficit and so allow the US to retain a larger share of what has become the most valuable commodity in the world: demand.

The larger a country's foreign current account deficit, by definition the greater the inflow of foreign money to purchase its assets, mainly government bonds in the case of the US and many other countries.

Gold and other precious metals account for about 60 percent of the new money, which has pushed commodity assets under management above $ 235 billion.

Previous experience running a business, including an understanding of accounting and administrative functions is an asset but other previous experiences are also valued.

The other 30 cents was invested in CDs to ensure capital preservation while the remaining 35 cents just sat in a money market account waiting to be deployed into real estate, my favorite asset class.

But this masks the reality that equities — and by extension other risk assets — still look attractive taking into account that bond yields are likely to stay historically low.

Under the Ethics in Government Act, most federal officeholders, including the president, must file annual reports that give a full accounting of their finances, including income, assets, and liabilities, among other information.

The Company accounts for fuel derivative financial instruments at fair value and recognizes such instruments in the accompanying consolidated balance sheets in other current assets under prepaid expenses and other assets if the total net unsettled fair value balance is in a gain position, or other current liabilities if in a net loss position.

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

Our accounting for acquisitions involves significant judgments and estimates, including the fair value of certain forms of consideration such as our common stock, preferred stock or warrants, the fair value of acquired intangible assets, which involve projections of future revenues, cash flows and terminal value which are then discounted at an estimated discount rate, the fair value of other acquired assets and assumed liabilities, including potential contingencies, and the useful lives of the assets.

Lots of FIRE bloggers and others PLAN to pull from retirement accounts well before they turn 59.5 so acting like those assets don't exist isn't really fair.

For example, the lender could go after other assets of yours like your savings account or your wages.

So, we continue to invest in other asset types in retirement accounts while saving for our house.

Merck accounts for 9.4 % of the ETF's assets; other top holdings include Johnson & Johnson (NYSE: JNJ)(14.2 %), and Abbott (5.7 %).

Other risks can be insured through commercial insurers, but now more and more asset managers understand and want to take advantage of the major tax & accounting benefits of formalizing self - insurance through a captive.

These assets are a combination of retirement and non-retirement investment accounts, as well as other sources.

If you've inherited an IRA from someone other than your spouse, you can benefit from keeping the assets in a tax - deferred account.

All of your assets are fully accounted for in the vaults, and the Hard Assets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holassets are fully accounted for in the vaults, and the Hard Assets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holAssets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holdings.

You may not be entitled to choose which securities or other assets in your accounts are liquidated or sold to meet a margin call.