Sentences with phrase «proceeds from securities»

The proceeds from securities - based lines of credit may not be used to purchase additional securities, pay down margin, or for insurance products offered by Wells Fargo and any of its affiliates.

If your positions lose value too quickly and your margin loan balance exceeds the proceeds from the securities your broker closed out, you could end up with no securities at all, but still owing money.

Harvest to reduce risk — If you will eventually need the proceeds from the security to fund your living expenses, selling other securities in your portfolio with unrealized losses can be one way to offset some gains realized over time as you trim down the position.

Not exact matches

The changes will require passengers to remove more items from their often densely - packed carry - on while proceeding through airport security, something an expert said is a useful practice.

Bessemer Venture Partners has some serious pedigree; it's the startup spinoff of Henry Phipps Jr.'s Bessemer Securities, the firm he created to reinvest the proceeds from his sale of Carnegie Steel.

And since his company was a C corporation, he could defer capital gains taxes by using proceeds from the sale to buy securities of U.S. companies, a permissible practice when a business sells at least 30 percent of its stock to its employees.

Accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities.

SAN FRANCISCO The former security chief of Uber Technologies Inc. swore in a closed legal proceeding that he knew of no attempts to steal trade secrets from anyone, including Alphabet Inc's self - driving unit Waymo, and would be «shocked» if that had occurred.

Shkreli funded the Merrill Lynch settlement — and avoided the filing of the confessions of judgment — by causing a $ 900,000 investment in Retrophin equity securities made by MSMB Healthcare to be recharacterized as a «loan,» causing the «loan» to be repaid with interest, and using the «loan» proceeds together with other money taken from Retrophin to pay Merrill Lynch.

Under the law, if Cohn sells his Goldman stock to avoid a conflict of interest as a member of the Executive Branch, he will be able to indefinitely defer capital gains taxes on the sale, providing he invests the proceeds from the stock sales in government securities or an approved government securities mutual fund.

When you short a security, you hold the cash proceeds from the sale in the hopes that you can buy back the shares at a lower price point and pocket the difference.

According to a plan laid out by the Fed in June, proceeds from repayments of Treasury bonds, mortgage - backed securities and other holdings will no longer be reinvested in more bonds.

How will the Fed dispose of its assets: by simply refraining from reinvesting the proceeds from maturing securities, passively shrinkage of the balance sheet, or by actively disposing of some assets to ensure a smoother path for balance sheet reduction?

In addition to its program to buy mortgage - backed debt, the Fed has been using proceeds from short - term government securities to buy longer - term ones.

Also exempt are life - insurance proceeds, veterans» benefits, Social Security benefits, and income from businesses in which you actively participate, such as S corporations or partnerships.

More importantly, almost all of Apple's cash and securities are stashed overseas, proceeds from sales outside the United States that Apple will not bring back because it would then have to pay U.S. taxes.

State Sen. Jim Tedisco of Glenville is proposing that proceeds from the sale of what he is calling a «Guardians For Schools,» license plate be used to fund armed guards — and other security measures — at needy New York state schools.

Account No. 0040437573 from the account of the Office of the National Security Adviser with the Central Bank of Nigeria without contract award, when you reasonably ought to have known that the said fund formed part of the proceeds of an unlawful activity of Col. Mohammed Sambo Dasuki (Rtd) the then NSA (To wit: criminal breach of trust and corruption) and thereby committed an offence contrary to section 15 (2)(d) of the Money Laundering (Prohibition) Act, 2011, as amended in 2012 and punishable under section 15 (3) of the same Act.

«That you, Olisa Metuh and Destra Investment Limited on or about the 24th November, 2014 in Abuja converted the sum of N400m paid into the account of Destra Investment Limited with Diamond Bank Plc, Account No: 0040437573 from the account of the office of the National Security Adviser with the Central Bank of Nigeria without contract award when you reasonably ought to have known that the said fund formed part of the proceeds of an unlawful activity of Col. Mohammed Sambo Dasuki (Rtd) the then National Security Adviser (To Wit: criminal breach of trust and corruption) and thereby committed an offence contrary to Section 15 (2), (d) of the Money Laundering (Prohibition) Act, 2011 as amended in 2012 and punishable under Section 15 (3) of the same Act.

First, the formal basic information on how Social Security works: Informally, it's very simple from the view of an individual: A portion of your income is mandatorily taxes (FICA tax), with the proceeds used to fund the Social Security fund.

At the resumed hearing today, the prosecution counsel Rotimi Oyedepo, led in evidence one Uchenna Emenalo, younger brother to Emeka Emenalo, the owner of O2 Services Limited, the company that was allegedly used to divert part of the proceeds from the Committee on International Shipping and Ports Security in NIMASA.

deCODE's actual results could differ materially from those anticipated in the forward - looking statements as a result of risks and uncertainties, including, without limitation, (1) the impact of the announcement of its bankruptcy filing on deCODE's operations; (2) the ability of deCODE to maintain sufficient debtor - in - possession financing to fund its operations and the expenses of the Chapter 11 proceeding; (3) the ability of deCODE to obtain court approval of its motions in the Chapter 11 proceeding; (4) the outcome and timing of the proposed sale of deCODE's assets, including deCODE's ability to close a transaction with SagaInvestments, LLC or any other purchaser; (5) the uncertainty associated with motions by third parties in the bankruptcy proceeding; (6) deCODE's ability to obtain and maintain normal terms with vendors and service providers and contracts that are critical to its operation; and (7) other risks identified in deCODE's filings with the Securities and Exchange Commission, including, without limitation, the risk factors identified in our most recent Annual Report on Form 10 - K and any updates to those risk factors filed from time to time in our Quarterly Reports on Form 10 - Q or Current Reports on Form 8 - K.

The process of paying off one loan with the proceeds from a new loan using the same property as security, usually, for the purpose of obtaining a lower interest rate, converting accumulated equity into cash, or both.

Sector rotation involves using the proceeds from the sale of securities related to a particular investment sector for the purchase of securities in another sector.

Borrowers can use loan proceeds and defer drawing from social security so their benefits are larger at a later age.

It said it will not reinvest $ 5 billion in proceeds next week from maturing Treasury securities in its portfolio, following the same move this week.

If an individual receives income from interest, dividends, pension proceeds, social security or unemployment benefits, alimony or child support, these do not count as earned income for purposes of the tax credit.

The process of paying off one loan with the proceeds from a new loan using the same property as security.

Income can include pension payments, Social Security benefits, wages and salary, commissions, workers compensation, disability benefits, public benefits, royalties and rent, proceeds from selling property, child support and alimony.

Proceeds received from a reverse mortgage typically do not affect Social Security or Medicare.

You can use the proceeds from your reverse mortgage loan to pay for medical care or other bills, to protect your investment portfolio during market downturns or even to delay Social Security and increase your monthly benefits later in life.

A court order to pay the balance owed on a loan if the proceeds from the sale of the security are insufficient to pay off the loan.

Proceeds from a reverse mortgage are not taxable because they're not income and therefore they can not affect your Social Security or Medicare benefits.

IRS Form 1099 - B is used by brokers or payers to report proceeds from the sale of securities transactions in non-retirement accounts to you and the IRS.

• Retirement accounts, options, warrants, stocks purchased on margin including stocks purchased with the proceeds of a mortgage loan, and any securities that are not either (i) registered upon issuance under the Securities Act of 1993 or (ii) exempt from registrations thereunder are not acceptabsecurities that are not either (i) registered upon issuance under the Securities Act of 1993 or (ii) exempt from registrations thereunder are not acceptabSecurities Act of 1993 or (ii) exempt from registrations thereunder are not acceptable assets.

An investment fund operated by a company that uses the proceeds from shares and units sold to investors to invest in stocks, bonds, derivatives and other financial securities.

Paying off one loan with the proceeds from a new loan using the same property as security.

By investing the proceeds received from selling securities short, the Fund is employing a form of leverage, which creates special risks.

In September, the FOMC voted to reinvest proceeds from maturing housing debt into mortgage - backed securities, switching from Treasuries.

In the event you do not fully meet a settlement obligation, we may, without further notice, take action, including but not limited to: liquidating or canceling the transaction; transferring securities or money from any other of your Accounts; liquidating securities from any such Accounts and applying the proceeds from such sales to your debt or liability to us; and purchasing or borrowing securities to make delivery.

Because proceeds from a reverse mortgage aren't taxable income, they'll have no effect on Social Security or Medicare benefits.

Securities not in good order Securities that are not in good order are not negotiable, and proceeds from their sale can not be released to you until the certificates have cleared transfer.

In addition, the Fund may be subject to non-U.S. taxes, including potentially on a retroactive basis, on (i) capital gains it realizes or dividends or interest it receives on non-U.S. securities, (ii) transactions in those securities and (iii) the repatriation of proceeds generated from the sale of those securities.

Investors use many types of loans for example it could be a purpose loan using securities as collaterall with proceeds from the loan being used to purchase additional securities.

To move assets from an UGMA or UTMA account into a Franklin Templeton 529 College Savings Plan, the custodian of the UGMA or UTMA account must liquidate any securities in the account, then use the cash proceeds to invest in Franklin Templeton 529 College Savings Plan.

GENR has funded its operations primarily from the proceeds of public and private placements of its securities and through contract and grant revenues, research and development expense reimbursements, the sale of a Pennsylvania research and development tax credit carry forwards and interest income.

All sorts of income can potentially be tax - free, including: Auto rebates; child - support payments; combat pay; damages in lawsuits for physical injury; disability payments, if you paid the premiums for the policy; dividends on a life insurance policy, up to the total of premiums paid; Education Savings Account withdrawals used for qualifying expenses; gifts; Health Savings Account withdrawals used for qualifying payments; inheritances; life insurance proceeds; municipal bond interest; policy officer survivor payments; profits from the sale of a home, up to $ 250,000 if you're single or $ 500,000 if you're married; qualified Roth IRA and Roth 401 (k) withdrawals; scholarships and fellowship grants; Social Security benefits (between 15 percent and 100 percent are tax - free); veterans benefits; and workers» compensation.

There are at least three ways of doing that: making bets that the market or particular sectors or securities will fall (long / short equity), shifting assets from overvalued asset classes to undervalued ones (flexible portfolios) or selling stocks as they become overvalued and holding the proceeds in cash until stocks become undervalued again (absolute value investing).

When you invest maturing proceeds, you use the money from a Bill, Note, Bond, or TIPS that is ending its paying period (that is, maturing) to buy a new security or securities.

--(1) The Administrator shall auction pursuant to section 791 emission allowances for the benefit of workers pursuant to part 2 of subtitle B of the American Clean Energy and Security Act of 2009 in the following amounts, and shall deposit into the Climate Change Worker Adjustment Assistance Fund established pursuant to section 793, and report to the Secretary of Labor on, the proceeds from the sale of these allowances: