Sentences with phrase «over distribution of assets»

I want to accomplish certain longer - term control over distribution of assets and I'm wondering if there is a standard mechanism for doing it.

Not exact matches

Or you might disclaim to benefit another family member — say, if the asset would go to a younger family member in a lower tax bracket, or someone who would be able to stretch out distributions of an inherited IRA over a longer period.

A further comparison in the graph below of distributions as a percentage of net asset value shows that venture capital distributions have averaged nearly 14 % per year since 1980 which compares quite favorably to average annual buyout distributions of about 15 % over the same period.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy.

Here's how: An advisor can help minimize the total taxes paid over the course of retirement by following this withdrawal order: required minimum distributions (mandated by law for investors age 70 1/2 or older who own assets in tax - deferred accounts), followed by dividends and interest on assets held in taxable accounts, taxable assets, and finally tax - advantaged assets.

Further complicating the whole calculation is also the fact that we all have different distributions of assets over taxable, tax - deferred and tax - exempt accounts.

Upon dissolution or winding up of said corporation's affairs, whether voluntary or involuntary, all of its assets then remaining in the hands of the board of directors shall, after paying or making provision for payment of all of said corporation's liabilities, be distributed, transferred, conveyed, delivered, and paid over only to educational, scientific, literary, or charitable organizations that are exempt from federal income tax under section 501 (c)(3) of the Internal Revenue Code of 1986, as amended, and which are not private foundations within the meaning of section 509 (a) of the Internal Revenue Code of 1986, as amended, on whatever terms and conditions and in whatever amounts the board of directors may determine, for use exclusively for educational, scientific, literary, or charitable purposes, except that no distribution shall be made to organizations testing for public safety.

Have your adviser create a spreadsheet showing the hypothetical withdrawal of minimum distributions over a 20 - year period and get a feel for how this will affect the inherited IRA assets if they are stretched.

Vanguard Canada uses the trailing 12 - month yield, which it defines as «the fund's cash distributions over the past 12 months divided by the end of period net asset value.»

«Over the course of the year, we established a variety of product and distribution partnerships with private banks, brokerage firms and wealth managers across the region — a strong indication that advisers and asset allocators are increasingly looking to ETFs as the most cost - efficient, flexible building blocks for their client portfolios, in a fee - based environment.

Another advantage of CIBC index fund management fee distribution discount is that the combined assets of 150,000 can be over several accounts as long as the accounts have the same SIN # associated with it.

The direct transfer of assets from the custodian of the Traditional IRA to the different custodian of the Roth IRA is not discussed at all in the Traditional IRA chapter of Publication 590a but the chapter does say that the IRA owner can take a distribution from a Traditional IRA and within 60 days, roll it over into a Roth IRA, and not have to pay the 10 % penalty for taking an early distribution from the Traditional IRA (assuming, of course, that the IRA owner is young enough that the early withdrawal penalty is applicable).

** Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

In personal finance, it's about how much of an assets» capital is lost when you withdraw income and / or principal distributions over time.

The basis point change presented in the preceding table, however, represents a fixed basis point change in reference obligation credit spreads across all credit quality rating categories and asset classes and, therefore, the actual impact of spread changes would vary from this presentation depending on the credit rating and distribution across asset classes, both of which will adjust over time depending on new business written and runoff of the existing portfolio.

While the fund had no short - term capital gain distributions since 2004, and recently shifted its focus away from income, its long - term capital gain distributions could be quite large, such as the one of over 5 % of the net asset value (NAV) in 2013.

Once you make a nondeductible contribution or roll over after - tax amounts to any of your Traditional, SEP or SIMPLE IRA, any subsequent distributions from any of your Traditional, SEP or SIMPLE IRAs will include a prorated amount of pretax and post-tax assets, as these IRAs are aggregated for the purposes of determining the taxable amount of any distributions.

impairment is the decrease of fair value of an intangible asset where amortisation is periodic (usualy yearly) distribution of cost of an asset over its life.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when no fee withdrawals are available, treatment of employer stock, when required minimum distributions begin and some protection of assets or limited protection and some exceptions apply.

Actively managed by Marret Asset Management Inc., the First Asset Enhanced Short Duration Bond ETF (the «Fund») aims to provide positive absolute returns over any twelve month period with very low volatility and attractive monthly distributions, regardless of the interest rate or credit environment.

As he kicked off the mediation over the distribution of Nortel's almost $ 9 billion in assets in April, he reminded a room full of bankruptcy lawyers that their aim should be on getting as much of that to creditors, including the company's pensioners, rather than frittering it all away on long - term litigation.

The Family Law (Divorce) Act 1996 gives the Irish courts extremely wide discretion over the distribution of a divorcing couples assets.

In December 2011, Partner Jay Rice obtained a unanimous New Jersey Supreme Court decision in Tannen v. Tannen protecting the rights of the Trustee to control their decision making over distributions of Trust assets.

He has over 25 years of experience in banking and finance transactions, with a particular focus on asset based lending, invoice finance, inventory finance, supplier finance and distribution finance.

Property issues and disputes of all types, including: contracts for the acquisition, development and management of land; options and conditional contracts; overage claims; project management and similar contracts; mortgages and other security arrangements, including enforcement disputes; planning and other statutory issues connected with property contracts; leases of all types; landlord and tenant disputes (particularly commercial — including retail, leisure and distribution — and residential); rent reviews; leasehold enfranchisement; rights over land (including easements, covenants and rights of light); trespass and nuisance claims; disputed asset disposals; estate agency; property - related competition law issues; and commons and village greens.

the court must be able to exercise jurisdiction over one or more persons interested in the distribution of assets of the company.

• Secured procurement of $ 2,500,000 materiel handling equipment for new 240,000 square foot warehouse distribution centers at Joint Repair Parts Command and General Depot Command • Succinctly managed 71 deployment taskings for Eighth Air Force personnel; always 100 % on - time Deployment Requirement Manning Document delivery to base Installation Deployment Officer • Coordinated with Air Force Global Strike Command on tasking verifications — slashed deployment shortfalls by 50 % • Co-lead with item manager on critical B - 52 brake mission capable issues; production up over 60 % — kept 76 B - 52s combat primed • Spearheaded transfer of 439 Headquarters Eighth Air Force weapons to 2 BW — vital assets valued at $ 290,000 available for redistribution • Remarkable leadership; revamped Eighth Air Force deployment process — slashed late responses by 65 % and reclamas by 25 % • Prepped 175 9MMs and 266 M16s for Combat Arms Training and Maintenance inspection — 100 % compliant for 1st time in 2 years; reorganized annex space — 40 % more • Oversaw 2 peninsula wide Staff Assistance Visits; assessed 5 sites and $ 1,800,000,000 War Reserve Materiel program; 497 findings 98.4 % fixed — Air Support Group prepped to ace Unit Compliance Inspection • Launched premier vehicular support to NASA and FEMA teams during Space Shuttle Columbia crisis • Quickly transitioned flight from Strategic Command exercise to wartime status in aftermath of September 11th attacks — 27,000 gallons of JP - 8 issued to Air Force One and escort aircraft; base efforts lauded by President

Many people entering into a second marriage choose to sign a prenuptial agreement to make sure they maintain complete control over the distribution of their premarital assets, especially if they have children from a previous marriage.

With regard to the distribution of assets and liabilities, some of the tricks I've seen clients attempt to use in order to gain advantage over the other party in mediation include:

Instead of battling over the division of marital assets, the parties to a collaborative divorce may hire an accountant, financial planner or other consultant to review the marital estate and make recommendations regarding the equitable distribution of debts and assets.

Setting up a trust for your children allows you to delay when they get control of assets you leave behind, or even stagger the distribution over a number of years.

At least in divorce cases wehre the evaluation is being done for the court, the court could require that reports be turned over to them and the court could assess costs through its distribution of assets and debts.

Advising on individual industrial units through to large - scale distribution centres, our industrial property team has been operating in this niche sector for over 40 years offering occupiers, developers and landlords marketing and leasing services, development consultancy and procurement advice across every type of industrial property asset in Belgium.

«By making strategic asset sales and redeploying proceeds into Class A West Coast office properties over the last several years,» Schugart continued, «we've been able to add to the overall quality and concentration of our portfolio, sustain attractive distributions to investors, and increase our net asset value per share.»