Sentences with phrase «other qualifying assets»

As a real estate professional, you're most likely to be acquainted with clients using Section 1031 like - kind exchanges in commercial, agricultural, and rental real estate, but investors can also use it for heavy equipment, artwork and collectables, airplanes, trucks, livestock, and other qualifying assets.

Not exact matches

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.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

In most cases, they'll get an answer on their loan application with the same day (sometimes with the hour) without the need to collateralize a particular piece of real estate, inventory, or other had asset, making it possible for many healthy businesses that don't have collateral to qualify for a small business loan.

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 Board has concluded that Mr. Nickerson is qualified to serve as a Director because, among other things, he has over 30 years of experience in oil and gas operations, with a focus on midstream asset development and management, a critical element of the Company's current strategy.

Edward Jones recommends that you work with a qualified attorney who can help you create a trust or other plans to manage the assets on your loved one's behalf.

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.

You only need $ 50,000 in assets to qualify for the cheaper $ 9.99 trades vs. $ 100,000 for the other bank - owned brokerages.

A title loan may require registration of any vehicles, property, or other significant assets to qualify.

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

The portfolio contains all tax - qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property that also meet certain minimum size and liquidity criteria.

On the other hand, if you believe that you may not be qualified to complete a particular type of transaction (a contribution or conversion) for a specific year, before placing your assets into a Roth IRA, you can keep the assets in another Roth IRA until you determine its eligibility.

You would still have to qualify based on other factors such as debt ratio, credit, assets, etc..

That is why your textbook feels the need to add the qualifier «for practical purposes,» meaning that the risk of a money market account is so much lower than virtually any other asset class that it can reasonably be approximated as risk free.

For example, Scotia iTrade enables clients with combined assets of at least $ 50,000 across all Scotiabank services to qualify for $ 9.99 / trade pricing and CIBC Investor's Edge has enabled different individuals within the same household to pool assets or trading activity, however adding different people from (potentially) different addresses to a group in order to form a pool is not something other brokerages offer.

A clean credit report helps ensure you have a strong credit rating so you can purchase property and other assets, as well as qualify for new lines of credit at low interest rates.

The significance of Encore Capital's recent move is that this is the first time since credit reporting left the pre-Fair Credit Reporting Act Dark Ages of almost 50 years ago, that credit reporting incentives similar to pay - for - delete are being brought out from the shadows, into daylight, and made available to millions of qualifying debt - holders burdened with Midland, Asset Management and other Encore Capital - owned debts on their credit reports.

Qualifying Ratios: Lenders look at asset - to - debt and other ratios in order to determine exactly how much the borrower can financially afford as a maximum mortgage amount.

Multiple Contribution Methods You can open an account and contribute by cash, a check drawn on a U.S. bank, bank transfers, Electronic Funds Transfer (EFT), online account transfers or payroll deductions, or by rolling over assets from other qualified college savings vehicles.

Individuals who have insufficient income may not receive a pre-approved offer, but may be able to meet our requirements to open a credit card account if they own qualifying bank accounts, savings, or other assets.

Qualified education benefits that are owned by a grandparent (or any third party other than the student or parents) are not reported as an asset on the FAFSA.

The allowable claim for the regular donation credit is based on qualified gifts: cash, securities or other types of capital assets.

Prior to the BAPCPA reforms, most people qualified for a Chapter 7 bankruptcy so Chapter 13 was mostly used by homeowners that wished to keep their home and had significant equity, or those who owned other assets with substantial value that they did not want to expose to liquidation and disbursement to creditors.

Thus, it is highly advisable to at least balance your unprotected stock trading account and CDs with a mix of qualified retirement accounts (although we don't often endorse these accounts for other reasons) AND cash value life insurance as a preferred asset protection vehicle due to its flexibility and death benefit.

They are forced to go to big banks for mortgages now, and thus get strong armed into «consolidating» their assets and other «helpful» requirements in order to (possibly) qualify for a loan.

You can contribute by check, automatic investment, direct deposit, electronic bank transfer, or rolling over assets from other qualified college savings vehicles.

This means that like other «non-exempt» assets, the cash value accrued in your life insurance policy will have to be spent down in order to qualify for your state's Medicaid program.

The distributed assets are used toward the purchase — or to build or rebuild — a first home for the Roth IRA holder or a qualified family member (the IRA owner's spouse, a child of the IRA owner and / or of the IRA owner's spouse, a grandchild of the IRA owner and / or of his or her spouse, a parent or other ancestor of the IRA owner and / or of his or her spouse).

Among these requirements are the following: (i) at least 90 % of the fund's gross income each taxable year must be derived from dividends, interest, payments with respect to securities loans, and gains from the sale or other disposition of stock, securities or foreign currencies, or other income derived with respect to its business of investing in such stock or securities or currencies and net income derived from an interest in a qualified publicly traded partnership; (ii) at the close of each quarter of the fund's taxable year, at least 50 % of the value of its total assets must be represented by cash and cash items, U.S. Government securities, securities of other RICs and other securities, with such other securities limited, in respect of any one issuer, to an amount that does not exceed 5 % of the value of a Fund's assets and that does not represent more than 10 % of the outstanding voting securities of such issuer; and (iii) at the close of each quarter of the fund's taxable year, not more than 25 % of the value of its assets may be invested in securities (other than U.S. Government securities or the securities of other RICs) of any one issuer or of two or more issuers and which are engaged in the same, similar, or related trades or businesses if the fund owns at least 20 % of the voting power of such issuers, or the securities of one or more qualified publicly traded partnerships.

To qualify, a REIT must, among other things, invest substantially all of its assets in interests in real estate (including other REITs), cash and government securities, distribute at least 90 % of its taxable income to its shareholders and receive at least 75 % of that income from rents, mortgages and sales of property.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

Some assets — such as life insurance policies, IRAs and other qualified retirement plans — are not handled through your will and require you to name a beneficiary.

Charles Thomson Qualified: 2004 Made partner: 2014 Key cases: Acted in the Grupo Torras case for the past decade, assisting the Kuwaiti government to obtain and enforce judgments around the world and to successfully restrain and recover assets that were stolen through a sophisticated series of frauds and concealed in offshore trust structures and other asset protection vehicles.

The other half will have to be spent on the list of items above (among a few other things) to get their assets down to the qualifying $ 2,000.

Even if the money in the life insurance policy was held in stocks or other assets that qualify for the lower long - term capital gains tax rates, your distributions always count as ordinary income.

This means that like other «non-exempt» assets, the cash value accrued in your life insurance policy will have to be spent down in order to qualify for your state's Medicaid program.

The life insurance company may also consider other factors, such as your net worth, asset portfolio or business operations to determine if you can qualify for more than this amount of protection.

The Riksbank Deputy Governor present Bloomberg panel in Davos opined that bitcoin and other cryptocurrencies are more or less assets and do not yet qualify to be called money due to their volatile nature.

As an independent qualified custodian, Kingdom Trust enables registered investment advisors (RIAs) to manage the assets of high - net worth individuals — the 1 % in other words.

However, besides a hardship, lenders also consider whether the home's value has dropped, the mortgage is near or in default (you don't have to default to qualify but you must prove that if something isn't done soon, you will default, Udy notes), and the seller has no other assets.

Appraisers: Property appraisals performed by qualified appraisers are often required for financing, estate planning, divorce settlements, asset division and other purposes.

Buying a first home is a big deal and understanding what it takes to qualify from income, assets, credit, employment history and other requirements is half the battle of the home search!

Often, qualified investors have access to multiple lines of credit with public and private lenders that is secured by other assets.

All mortgage applications received on or after January 10th are required to comply with the QM rule which includes full documentation of income, assets and employment, a maximum of 3 % for points and fees, a cap of 43 % on the back - end debt - to - income ratio, and limitations on the type of mortgage products that qualify and prepayment penalties among other requirements.

Your lender must review your credit report, tax returns, paystubs, W - 2s, real estate documents, and other asset information to know what you will need to qualify.

Yes, theoretically, someone well over 700 could easily not qualify if they don't have the income, assets, etc and have other debts as well.