Sentences with phrase «other than retirement»

Something other than their retirement type fund accounts?

But what insurance agents really mean when they make this point is if you put money in a tax - advantaged retirement plan like a 401 (k) and want to take it out for a purpose other than retirement, you might have to pay a 10 % early distribution penalty plus the income tax that's due.

In the event the retiring judge elects to retire as a «Senior Status Special Judge» under this subsection, he shall commit to serve, upon appointment by the Chief Justice of the Commonwealth, as special judge for one hundred twenty (120) work days per year for a term of five (5) years without compensation other than the retirement benefits under this subsection.

Needed something other than retirement and found Nial.

And fi nally, even if the tax argument is compelling, you're setting a precedent that your RRSP can be used for something other than retirement, which I think can be dangerous.

Carol Bezaire, the vice-president of tax, estate and strategic philanthropy at Mackenzie Investments, says the No. 1 blunder is dipping into an RRSP for expenses other than retirement income.

But if you need to tap into your retirement funds for something other than retirement, then it means that you don't have enough funds in your regular savings.

If you own mutual funds or exchange - traded funds (ETFs) inside of any account other than a retirement account, you will need to sort out whether you are subject to Passive Foreign Investment Company (PFIC) rules annual reporting.

They can do this by leveraging the plan's size to negotiate lower administrative costs, ensuring that the plan's recordkeeping fees do not subsidize services other than the retirement plan and asking the recordkeeper to offer transparency into the fees they charge.

Funds set aside for purposes other than retirement, such as paying for your children's educational expenses, a nice trip, a vacation home, or any other pre-retirement expenses should not be included.

I have a high income but no assets other than my retirement account which they can't lawfully seize.

If you need advice on something other than retirement insurance, a comprehensive list of applicable statutes and rulings is here.

Other than the retirement of the CFO, we have no other news to report.

In fact, it's the main service I use for stocks other than my retirement accounts.

Roth IRA funds can be used for purposes other than retirement.

Two - thirds of teachers who leave the profession are beginning or mid-career educators who are walking away from the job for reasons other than retirement, according to a report released this week.

Two thirds of the teachers who leave exit for reasons other than retirement, including lack of adequate preparation and mentoring, pressures of test - based accountability, lack of administrative supports, low salaries, and poor teaching conditions.

On top of this, two thirds (67 %) of secondary school leaders said that workload played a major part in persuading teachers to leave rather than join the profession, which could be why 34,910 qualified teachers left the profession for reasons other than retirement in 2016.

Schools are also struggling to retain staff, with the National Audit Office figures stating 8 % of qualified staff left the profession for reasons other than retirement in 2016.

Peterson remains under contract through 2017 and has no alternatives to playing for the Vikings other than retirement.

Not exact matches

Though they admit comparisons are tricky, economists generally view public retirement benefits in the United States as less generous than those in many other wealthy nations.

But a Wharton - professor - turned - mortgage - consultant is now putting a more upbeat spin on that idea: If you play your cards right, your house could produce a bigger retirement income than a lot of other investment alternatives, with a federal guarantee behind it, to boot.

According to The Society for Human Resource Management, the «Silver Tsunami» is well underway.The cohort of workers 45 to 64 is growing faster than any other generation, and the economy is already grappling with two retirements for every new entrant in the workforce.

Women's retirement - savings balances generally tend to be lower on average than men's, due to the ongoing gender wage gap and the fact that women are more likely than me to take time off to raise kids or act as caregivers for other friends or relatives.

The Algarve, Portugal, is the top retirement option in Western Europe for the retiree on a budget — the cost of living in Portugal is on average 30 percent lower than in any other country on the Continent.

That economic snafu postponed the retirements of more than a few Canadians, it lasted longer than other any other downturn in living memory, and it is by no means resolved.

«More people put their retirement dough into the stock of their employer than any other investment.

Entrepreneurs under age 50 without employees (other than a spouse) can contribute as much as $ 51,000 this year in a special breed of these retirement plans called a Solo 401 (k) or Individual 401 (k).

In other words: receiving an inheritance has been a retirement - saver for less than 1 percent of households.

If you've been feeding your retirement accounts and starving, say, your emergency nest egg or your other savings, you may find yourself having to borrow more than you should to pay those other bills.

Most families will end up having multiple retirement accounts (one spouse's 401 (k), the other spouse's Roth IRA, and so on), but one is infinitely better than none.

Cuenca is attracting more expats than any other location in Ecuador, living up to International Living's designation as one of the best retirement destinations in the world.

However, one survey found that about half of retirees said they retired earlier than planned due to health problems, changes at their workplace, or other factors, suggesting that many workers may be overestimating their future retirement income and savings.

Among other conditions, the new exemptions and amendments to previously granted exemptions are generally conditioned on adherence to certain Impartial Conduct Standards: Start Printed Page 16903Providing advice in retirement investors» best interest; charging no more than reasonable compensation; and avoiding misleading statements (Impartial Conduct Standards).

Pick from a wider range of investment choices than what's offered by most 401 (k) s and other employer retirement plans.

If you don't do so, delaying Social Security could leave you withdrawing from your other assets more quickly than you should, which could be a problem later in retirement.

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.

The chance that a person is going to need the retirement fund to last longer than expected is high for someone of good health, which makes Roth IRA's lack of RMD desirable, especially if you have other available sources of income.

Other than the compensation referred to above, the perquisites customarily provided by the Company to its named executives, and the retirement, health and welfare benefits the Company generally makes available to its employees, all of which are discussed in this CD&A and included in the compensation tables below, named executives received no other compensation during Other than the compensation referred to above, the perquisites customarily provided by the Company to its named executives, and the retirement, health and welfare benefits the Company generally makes available to its employees, all of which are discussed in this CD&A and included in the compensation tables below, named executives received no other compensation during other compensation during 2009.

Baby boomers seem more likely to have fallen prey to these behavioral factors than other generations, driven in part by their desire for an enhanced retirement income stream in the historically low yield environment.

Tax regulations provide more advantages for HSAs than any other retirement accounts.

It was a really forward thinking decision at the time - one that other governments didn't follow - as the number of Canadians receiving retirement benefits from the government will more than double between 2003 and 2030.

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.

«However, some are better prepared for retirement than others.

Seniors who rely solely on Social Security and other retirement income totaling less than $ 12,000 do not have to pay state taxes on retirement income in Virginia.

Other than that I can't imagine why I would want to live a Frugal and sad retirement to provide charities with a gift.

One warning to note: Blooom doesn't use your risk profile or future goals, other than your desired retirement date, to create an asset allocation.

This self - employment retirement option has higher contribution limits than all other types of self - employment retirement plan options.

It's better to plan for a longer retirement and have money left over to give to others than come up short.

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.