Sentences with phrase «qualified account monies»

This method works best for those who have little or no need for all — or a portion of their — qualified account monies.

This method works best for those who have little or no need for all — or a portion of their — qualified account monies.

Not exact matches

The following are qualifying accounts: any checking account, savings account, money market account, certificate of deposit, automobile loan, home equity loan, home equity line of credit, mortgage, credit card account, or other student loans owned by Citizens Bank, N.A. Please note, our checking and savings account options are only available in the following states: CT, DE, MA, MI, NH, NJ, NY, OH, PA, RI, and VT and some products may have an associated cost.

Starting with the calendar month following when you open your Premiere Money Market account, and monthly thereafter, whether the account earns the variable Standard or Relationship Rate for the entire calendar month will be determined on the first of the month based upon the number of qualifying transactions or direct deposit requirement from the previous calendar month.

Important Note: Your Premiere Money Market account will earn the highest rate available to you (Rate Offer, Standard or Relationship Rate) for which you qualify based on the applicable balance tier and the criteria above.

In order to qualify for a Relationship Rate for Premiere Money Market, you must have a linked checking account (for the Performance Checking Relationship Rate, you must have a linked Performance Checking or Virtual Wallet ® with Performance Spend; for the Performance Select Checking Relationship Rate, you must have a linked Performance Select Checking or Virtual Wallet with Performance Select) and meet one of the following requirements:

Of course, if you opted for a Roth IRA, you paid your tax in the year the money was earned and placed in the qualifying account, you now enjoy the investment returns tax - free.

Qualified insurance plans (group or individual) allow individuals to open these accounts at a specific financial institution, and elect to have money automatically withheld from their paychecks before taxes, and deposited into the HSA, with annual contributions limits.

You can put money in your account for as many years as you want, as long as you have earned income that qualifies.

To qualify for the ClearChoice Money Market account, it must be your first money market account with BBVA ComMoney Market account, it must be your first money market account with BBVA Commoney market account with BBVA Compass.

** In other words, in most cases you won't have to pay state or federal income taxes on earnings in your 529 account, as long as you use the money for qualified expenses.

The qualifying deposits include those in savings accounts, money market accounts, certificates of deposit (CDs), checking accounts, and others.

Every day, some students show up in the lunch line not qualified for free meals, but with no money in their school lunch account.

To qualify for the cash bonus, customers must open a new Premium Money Market Plus Savings Account with an initial deposit of $ 3,000 of new mMoney Market Plus Savings Account with an initial deposit of $ 3,000 of new moneymoney.

Both types of accounts allow the account owner to set aside money to cover the qualified education expenses for the person who is designated as the beneficiary.

If you have a qualifying savings, money market or CD account with the bank, you can borrow up to 98 % of your deposit balances as a personal loan.

The following are qualifying accounts: any checking account, savings account, money market account, certificate of deposit, automobile loan, home equity loan, home equity line of credit, mortgage, credit card account, Citizens One Student Loan or Education Refinance Loan.

If the average Social Security retirement benefit sounds unimpressive, remember that Social Security is meant to supplement the money you've set aside for retirement — likely earned through a qualified retirement plan such as a 401 (k), individual retirement account or other tax - advantaged account.

Depending on location, new customers bringing at least $ 10,000 to Santander can qualify for temporary rates as high as 1.30 % APY on either of the bank's money market savings accounts.

Distributions from the account are tax - free if you use the money for qualified expenses like room and board.

If you're far enough along on your home loan such that your mortgage - interest tax deduction isn't worth much, and you plan to invest the money through a tax - qualified account such as a Roth IRA rather than a taxable account, that may skew the numbers in favor of investing over paying down the mortgage — assuming you're fairly certain about your market returns.

If you think you'll fund a longevity annuity with money from an IRA, 401 (k) or similar account, you'll want to be sure it meets the Treasury Department's criteria for designated QLACs, or Qualified Longevity Annuity Contracts.

Remember, though, that you can only roll over pretax money into a 401k, so any non-deductible contributions you have made to these accounts don't qualify.

On the other hand, it seems that money taken out for a qualified first - home purchase can be put back into the same account within 120 days if not used for the purchase.

Depending on the type of job you have and the amount of money you make, you may only qualify for certain types of accounts, e.g. credit cards.

You're allowed to set aside before tax money in a separate savings account that can be used for qualifying dependent care expenses like day care, summer day camps, child care and elder care expenses.

As a result, most people prepare for retirement by saving their own hard - earned money and putting it into an after tax or tax deferred retirement account such as an Individual Retirement Account (IRA) or Qualified Plan (e.g., a 401Kaccount such as an Individual Retirement Account (IRA) or Qualified Plan (e.g., a 401KAccount (IRA) or Qualified Plan (e.g., a 401K plan).

With an ESA, the money must be used to pay qualified education expenses for the account's beneficiary.

It gives you the opportunity to contribute up to $ 2,000 per child per year to save for primary or secondary education; it gives you the ability to make contributions until April 17, 2018, for tax year 2017; it gives you the ability to make tax - free withdrawals as long as the money is used for qualified educational expenses; and it gives you the ability to transfer the account to another family member without penalties or taxes.

The money invested in the account is tax advantaged, and any growth from those investments is tax free for the student when used for qualifying educational expenses.

To you, as a borrower, that means that once qualified, you can get the borrowed money transferred to your bank account as fast as the next business day.

Unlike money saved in a bank account, money saved into Qualified Tuition Programs (QTPs), such as 529s can be invested into stocks and bonds, giving you the chance for a higher return on your savings.

Money within 529 accounts can be used for any «qualified higher education expense», which can include; tuition and fees, room and board, books, and even money for a computer, computer software or internet access for the stuMoney within 529 accounts can be used for any «qualified higher education expense», which can include; tuition and fees, room and board, books, and even money for a computer, computer software or internet access for the stumoney for a computer, computer software or internet access for the student.

The money comes out of your paycheck before taxes and can be withdrawn tax - free for qualified health expenses (an added benefit of the account).

So, even if you are very wealthy and want to be able to qualify for financial aid, just make sure all your money is in a retirement account, a family owned business and buy a really big house!

Send money, get proof of insurance, pay bills, and qualified members can deposit checks.Eligibility for USAA Deposit@Mobile ® will be based on your account history with USAA Bank.

The following are qualifying accounts: any checking account, savings account, money market account, certificate of deposit, automobile loan, home equity loan, home equity line of credit, mortgage, credit card account, student loans, and other personal loans owned by Citizens One, N.A. Please note, our checking and savings account options are only available in the following states: CT, DE, MA, MI, NH, NJ, NY, OH, PA, RI, and VT and some products may have an associated cost.

Dividends paid from money market accounts, such as deposits in savings banks, credit unions or other financial institutions, do not qualify and should be reported as interest income.

Take advantage of college savings accounts that offer tax - deferred earnings and permit tax - free withdrawals if you use the money to pay qualified education expenses.

This means that you can go through a bankruptcy and your qualified account will be safe from collection regardless of the amount of money in the account.

You can use Roth IRA money to pay for qualified college expenses without an early distribution penalty, so you can use the account to supplement or as an alternative to a college savings account like a 529 plan.

The money in a retirement plan, such as a 401 (k), that can be moved to another qualified plan such as an Individual Retirement Account (IRA) without triggering income tax or penalties.

Use the funds to pay for qualified medical expenses or save money in your account for future needs.

Participants are allowed to rollover money into their TSP from qualified accounts.

If you've had trouble qualifying for a checking account in the past, Opportunity Checking may be a great option to help you get back on track with money management.

If you qualify for the employer match, it is like receiving «free money» in your account, so be sure to always maximize your 401K match.

You can use the money in the account (including the earnings) to pay qualified medical expenses for yourself and your family.

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.

The Thrift Investment Board is beginning to act like any private sector group of fund managers, in that they want us to keep our money in the TSP once we separate as well as to roll money into the TSP if we have any money in qualified plans or qualifying accounts.

The TSP encourages participants to roll money from other qualified accounts into their Thrift Savings Plan Accounts.