Sentences with phrase «other qualified investments»

Insurance standards: The life insurance structure allows owners to sell insurance - dedicated funds within the policy as often as they like and replace them with other qualified investments, without tax consequences.

Fisker adds: «While AEI will, obviously, no longer be able to assist Fisker with financings, Fisker has strong investor support and plans to work with other qualified investment advisors to raise equity funding to support its business plans...»

Not exact matches

the Company's share repurchase plans depend on a variety of factors, including the Company's financial position, earnings, share price, catastrophe losses, maintaining capital levels commensurate with the Company's desired ratings from independent rating agencies, funding of the Company's qualified pension plan, capital requirements of the Company's operating subsidiaries, legal requirements, regulatory constraints, other investment opportunities (including mergers and acquisitions and related financings), market conditions and other factors.

Set a goal of saving at least 20 percent of your salary to investment vehicles such as your retirement account, brokerage account or other qualified accounts.

Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

Examples include provisions that allow immediate expensing or accelerated depreciation of certain capital investments, and others that allow taxpayers to defer their tax liability, such as the deferral of recognition of income on contributions to and income accrued within qualified retirement plans.

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable income.

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.

For other APAC countries, this material is issued for Institutional Investors only (or professional / sophisticated / qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Under Nevada law, a financial planner is «a person who for compensation advises others upon the investment of money or upon provision for income to be needed in the future, or who holds himself or herself out as qualified to perform either of these functions.»

Applying the 71 - year old Howey Test, this qualifies as an investment in a «common enterprise,» in which investors are led to «expect profits» that are «generated from the efforts of others.»

Like other charitable contributions, you qualify for a tax deduction for your cash or appreciated investment during the current tax year, subject to your income limits.

The Qualified Family Office Professional program is available for professionals in wealth management, investment fund management, trust & estates, insurance, capital raising, or other areas where more fundamental family office knowledge would be helpful.

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.

You should read the disclosure document carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other benefits that are only available for investments in its qualified tuition program.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

The three - year review by Michigan - based Funston Advisory Services says the Common Retirement Fund's 2009 decision to ban paid placement agents used by other pension funds does not appear to have kept it from accessing qualified outside investment managers.

In his budget proposal for 2017 — 19 biennium, Superintendent of Public Instruction Chris Reykdal underscored the importance of investing in teachers, noting, «Student success from the state's increased investment in full - day kindergarten, K — 3 class size reduction, and other... basic education components depends on making significant changes in Washington's ability to attract and retain qualified teachers.»

Any investment should be made only after consulting with a qualified investment advisor and only after reviewing the financial statements and other pertinent corporate information about the company.

Income from pensions, 401k plans, IRAs and other qualified retirement plans is excluded from the definition of investment income for purposes of this tax.

You'd have to qualify for the life insurance contract, but if you did, you'd find that your returns were competitive with other types of investments of the day.

Qualified purchasers: Under the Investment Company Act of 1940, individuals with investments of at least $ 5 million or persons who have discretion over investments of at least $ 25 million for their own accounts or the accounts of other qualified puQualified purchasers: Under the Investment Company Act of 1940, individuals with investments of at least $ 5 million or persons who have discretion over investments of at least $ 25 million for their own accounts or the accounts of other qualified puqualified purchasers.

You should read the Investor Handbook carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other benefits that are only available for investments in its qualified tuition program.

You should read the Investor Handbook carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in its qualified tuition program.

Other assets, such as cash investments, may also qualify to be used as collateral.

If you are not a Nevada taxpayer, 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.

To qualify for special tax treatment, mutual funds must comply with rules concerning the types of investments they make, the payment of dividends, and various other matters.

As per the new circular passed by SEBI - Securities Exchange Board of India, citizens from other countries, meaning foreign nationals who are non Indian citizens can also trade live or make investments in real time in the mutual funds provided they come as a QFI - Qualified Foreign Investor.

Like other charitable contributions, you qualify for a tax deduction for your cash or appreciated investment during the current tax year, subject to your income limits.

Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401 (k) or IRA, and may be found at a lower cost in other investment products.

Investment earnings that accrue in a Roth IRA are another story; if your child withdraws earnings (other than as qualified first - time homebuyer expenses) from her Roth IRA before age 59 1/2, she will have to include those amounts as taxable income and will have to pay a 10 % penalty, as well.

(b) engaged as an «investment advisor» as that term is defined in Section 201 (11) of the Investment Advisor's Act of 1940 (whether or not registered or qualified under that Act), nor (c) employed by a bank or other organization exempt from registration under Federal and / or state securities laws to perform functions that would require him or her to be so registered or qualified if he or she were to perform such functions for an organization not investment advisor» as that term is defined in Section 201 (11) of the Investment Advisor's Act of 1940 (whether or not registered or qualified under that Act), nor (c) employed by a bank or other organization exempt from registration under Federal and / or state securities laws to perform functions that would require him or her to be so registered or qualified if he or she were to perform such functions for an organization not Investment Advisor's Act of 1940 (whether or not registered or qualified under that Act), nor (c) employed by a bank or other organization exempt from registration under Federal and / or state securities laws to perform functions that would require him or her to be so registered or qualified if he or she were to perform such functions for an organization not so exempt.

And just an FYI: if you have 500k or more, you qualify for the J series, where the Dividend fund cost you 2.18 %, million plus and you are into the U series where roughly half of the former MER is now a management fee and deductible against other forms of investment income and income depending on your province of residence.

However, under Sec. 1411 (c)(5), net investment income does not include distributions from a Roth or traditional IRA (or other specified qualified plans)-- another reason for higher - income taxpayers to favor an IRA as a gold investment vehicle.

Research from Cerulli Associates finds that qualified retirement plans and other institutional investors remain enthusiastic about leveraging collective investment trusts (CITs)-- resulting in strong growth and innovation in the space.

Gold and silver bullion, coins, bars and certificates may be qualified RRSP investments, subject to certain purity and other conditions.

You agree to promptly notify ChoiceTrade in writing if you are now or if you become: (a) registered or qualified with the Securities Exchange Commission, the Commodities Futures Trading Commission, any state securities agency, any securities exchange or association, or any commodities or futures contract market or association; (b) engaged as a «registered investment adviser» within the meaning of Section 201 (11) of the Investment Advisors Act of 1940 (whether or not registered or qualified under that act); or (c) employed by a bank or other organization exempt from registration under federal and / or state securities laws to perform functions that would require you to be so registered or qualified if you were to perform such functions for an organization not investment adviser» within the meaning of Section 201 (11) of the Investment Advisors Act of 1940 (whether or not registered or qualified under that act); or (c) employed by a bank or other organization exempt from registration under federal and / or state securities laws to perform functions that would require you to be so registered or qualified if you were to perform such functions for an organization not Investment Advisors Act of 1940 (whether or not registered or qualified under that act); or (c) employed by a bank or other organization exempt from registration under federal and / or state securities laws to perform functions that would require you to be so registered or qualified if you were to perform such functions for an organization not so exempt.

U.S. Bancorp Investment Accounts: Tax documents for the most recent tax year will be available after January 21 for qualified distributions and after February 15 for all other types.

In fact, you are never required to take distributions from your Roth IRA during your life, and qualified withdrawals are tax free.4 For this reason, you may wish to liquidate investments in a Roth IRA after you have exhausted other sources of income.

And it could have other benefits, like lowering your investment costs and qualifying you for more personal attention, too.

If you are not a Nevada or Iowa taxpayer, 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.

With the VA's Cash - Out Refinance Loan, qualifying borrowers may also be able to access their home equity for an investment in education, renovations or home improvements, or pay off other accumulated debt.

But the rules concerning qualified investments can be complex and detailed, especially when your investment is something other than a plain vanilla, blue chip Canadian stock.

For those who aren't certain what type of investments can be held in TFSAs, all of our funds qualify (as do most stocks, bonds and other publicly traded securities for that matter).

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly used qualified default investment alternatives.

Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

As you determine whether gold mutual funds or other similar investments are right for your situation, you may want to consider consulting with qualified financial professionals before you make any investment decisions.

Distributions from Qualified plans (IRAs, 403 (b) s, 401 (k) s and others) are not considered investment income.

Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and / or other advisor regarding their specific legal, investment or tax situation.

Tax investment and all other decisions should be made with guidance from a qualified professional.