Sentences with phrase «other investment plans in»

Not exact matches

In many big cities, municipal land - use planning departments and other local agencies are hiring planners to help manage growth linked to population increases, burgeoning private investment and new infrastructure.

The head of personal investing at a $ 1.2 trillion fund manager says she plans to rescind investments in companies that haven't worked at reducing climate change — and she's lobbying other fund managers to follow suit.

Plus, it might not be a worthwhile investment — you might not be able to use it in any other country, and oftentimes you can't add credits to the plan from outside of the country where you bought it.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

The United States and China have threatened each other with tens of billions of dollars in tariffs in recent weeks, fanning worries of a full - blown trade war that could hurt global supply chains as well as business investment plans.

The four conglomerates originated in different sectors, but their underlying business model is the same: cultivate powerful allies in the Communist Party; use those relationships to win regulatory and property concessions; gather investment from friends, family and other proxies of party elites into a murky, unregulated private holding company; borrow heavily from state - owed banks and other sources to finance prodigious growth plans; invest as aggressively as possible in stock and property overseas as a hedge against slower growth in China and the risk of a weaker Chinese currency.

Those investment plans were met with suspicion by critics at a time when Qatar is embroiled in the region's worst diplomatic crisis in years and is locked in an airspace rights dispute with three other Gulf states.

Wiseman cautioned that the CPPIB — despite its large size in Canadian terms — competes against much bigger investors in the global market such as private equity funds, sovereign wealth funds and other public pension plans that are also on the hunt for similar types of investments.

Amazon, along with other tech giants such as Google (googl) and Apple (aapl), has increased its commitment to Britain in the last year, saying Britain's referendum decision to leave the EU last June did not affect its investment plans.

But that form does not require Sanders to disclose the amount of savings or the kinds of investments he holds in his government retirement savings account, known as the Thrift Savings Plan — the well - regarded retirement plan, similar in many ways, to a private - sector 401 (k), that GOP hopeful Marco Rubio actually proposes opening up to other AmericPlan — the well - regarded retirement plan, similar in many ways, to a private - sector 401 (k), that GOP hopeful Marco Rubio actually proposes opening up to other Americplan, similar in many ways, to a private - sector 401 (k), that GOP hopeful Marco Rubio actually proposes opening up to other Americans.

In the absence of an exemption, investment advice fiduciaries would be statutorily prohibited under ERISA and the Code from receiving compensation as a result of their investment advice, and from engaging in certain other transactions, involving plan and IRA customerIn the absence of an exemption, investment advice fiduciaries would be statutorily prohibited under ERISA and the Code from receiving compensation as a result of their investment advice, and from engaging in certain other transactions, involving plan and IRA customerin certain other transactions, involving plan and IRA customers.

In other words, 401 (k) plans with an investment adviser will generally not be affected by the rule.

It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes.

The move, first reported by Reuters, comes at a time when the two countries have threatened each other with tens of billions of dollars in tariffs in recent weeks, fanning worries of a full blown trade war that threatens global supply chains as well as business investment plans.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

UBS, which has a comprehensive plan to further develop its asset management business in China, expects to follow the stock fund with other investment options including fixed income and alternatives

Advisors specialize in goals - based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management.

The Deferred Compensation Plan, which allows eligible team members to defer salary, bonuses and certain other compensation and earn an investment return on the deferred compensation based on, among other earnings options, common stock share equivalents distributed in shares of common stock.

Apache plans to continue an elevated level of activity in the Permian Region during 2018, while continuing to balance capital investments between its larger development project at Alpine High and focused exploration and development programs on other core assets in its Permian region.

In other words, over the next five years, this government is planning to spend more money on income splitting for a small number of well off families, a promise made during the 2011 election, than on supporting economic growth and job creation through new spending on research and infrastructure and lowering taxes on investment.

The DOL describes surrender charges as «fees an insurance company may charge when an employer terminates a contract (in other words, withdraws the plan's investment) before the term of the contract expires or if you withdraw an amount from the contract.

Prior to joining the University in 1999, Mr. Lundberg held several positions with Ameritech's investment office, which was charged with overseeing $ 22 billion in pension and other plan assets.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA or other tax - advantaged account, or for participants in employer - sponsored plans.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

Health insurance is not taxed in the same way as other forms of compensation, so an investment banker may prefer a health plan that covers everything instead of one with a big deductible that she has to pay out of her post-tax salary.

It requires very little to establish a foreign residency in many countries other than a bit of advanced planning and perhaps a small investment.

In another development earlier this month, the government - affiliated China Investment Association announced its plans to launch the International Blockchain Investment and Development Center to support the growth of the country's blockchain sector through investment and other sInvestment Association announced its plans to launch the International Blockchain Investment and Development Center to support the growth of the country's blockchain sector through investment and other sInvestment and Development Center to support the growth of the country's blockchain sector through investment and other sinvestment and other strategies.

On the SD IRA custodian side, I've noticed a couple of them have setup specific «plans» for people investing in crowdfunding sites — these «plans» have significantly lower fees for crowdfunding deals compared to other SD IRA investments, so you end up paying significantly less to put $ 50K in a crowdfunding platform vs. $ 50K in a direct real estate deal or $ 50K in gold, for example.

The recent drop in oil and other commodity prices has lowered investment plans even further.

The tax plan does not make direct changes to how income on investments is taxed, but what people will pay could change as a result of other provisions in the plan.

Such trends are in keeping with the Communist Party's latest five - year plan to restructure the Chinese economy to make it less reliant on investment in heavy industry and other capital - intensive sectors and more driven by innovation and consumption.

The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and / or service fees payable under a plan pursuant to Rule 12b - 1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses.

«Trust is obviously an important part, but unlike other professions like law, medicine, accountancy, etc., the barrier to entry in the financial planning profession is relatively low, so it's important to make sure the person you're working with really knows their stuff,» says David Blanchett, head of retirement research at Morningstar Investment Management.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA other tax - advantaged account, or for participants in employer - sponsored plans.

WeWork isn't the only operator seeking financial backing to fuel ambitious growth plans, yet it is certainly under the closest scrutiny, and investors will naturally look to WeWork when considering investment opportunities in other workspace companies.

(Tweet This) The number of workers who have $ 1 million or more saved in 401 (k) or other workplace retirement plans provided by Fidelity Investments nearly doubled from 2012 to...

In the context of cross-selling, the plan sponsor must not cause the plan (or its participants) to pay for investments or administrative services, if it results in free or discounted services or other personal benefits for the plan sponsorIn the context of cross-selling, the plan sponsor must not cause the plan (or its participants) to pay for investments or administrative services, if it results in free or discounted services or other personal benefits for the plan sponsorin free or discounted services or other personal benefits for the plan sponsors.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

The mining and manufacturing sectors both upgraded their expenditure plans in the September quarter, and are expected to be the main sources of growth in nominal equipment investment in 2003/04, while other sectors tended to downgrade expectations.

The U.S. provided more details about its tariffs on $ 50 billion in Chinese products it plans to impose unless China makes other trade and investment changes.

BEIJING (AP)-- China's leaders pledged Friday to open state - dominated industries wider to private competition and ease limits on foreign investment in e-commerce and other businesses in a sweeping reform plan aimed at rejuvenating a slowing economy.

Thomas said other plans by Jakarta to improve investment climate, including by easing rules on foreign ownership in some sectors, should make Indonesia more attractive for investors.

Other investors in your pool may be spread across the world, each with their own investment needs and tax planning considerations.

Indigenous Business Australia plans to use its first investment in large - scale solar as a model for future injections into other renewables projects across the country.

Annuities do have some important advantages over other investments in retirement planning.

So they are planning some meetings in solidarity with others, and certain groups are getting together to protest against free investments agreements and transmission capital during the first half of this year.

If we own our own home (and will have it paid for), if we have vested rights in a good pension plan or have significant investments, then we need to give much more to others than if this were not the case.

It is in the process of several other planned investments, including the rebuild of Eddy's Resort on Lake Mille Lacs and the development of a commercial laundry facility and a medical office building in Hinckley, Minn..

«Our pro-growth budget plan delivers on our promises to provide additional tax relief to overburdened families, seniors and businesses while supporting key investments in education, infrastructure, health care and other areas critical to the safety and well - being of New Yorkers,» said Cathy Young, the Senate Finance Committee chairwoman.