Sentences with phrase «qualified accounts when»

4 Premium Rate Tier — Premium rate tiers are applied automatically to qualified accounts when the primary owner of the checking account is also an owner of the linked interest - bearing account.

Not exact matches

Saying this could qualify as «willful» disregard of the law, lawyer Robert Barnes wrote for the site LawNewz, and a court would take that into account when assessing the newspaper's right to do so.

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.

Under these regulations, employer contributions to a plan would be able to qualify as QMACs or QNECs if they satisfy applicable nonforfeitability and distribution requirements at the time they are allocated to participants» accounts, but need not meet these requirements when they are contributed to the plan.

That deal gets even sweeter when you book four stays within the first 90 days of opening your account, or when you make $ 20,000 or more in purchases each calendar year — which qualifies you for Gold status.

When your account is paid through Direct Debit, you qualify for a 0.25 % interest rate reduction.

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.

Starting with the calendar month following when you open your Standard Savings 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.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

When your expected income won't cover expenses, the calculator simulates the necessary withdrawals from savings, as well as estimates the tax expenses when drawing from qualified retirement accouWhen your expected income won't cover expenses, the calculator simulates the necessary withdrawals from savings, as well as estimates the tax expenses when drawing from qualified retirement accouwhen drawing from qualified retirement accounts.

The fixed rate assigned to a loan will never change except as required by law or if you request and qualify for the ACH interest rate reduction benefit (s); ACH interest rate reduction (s) apply when full payments (including both principal and interest) are automatically drafted from a bank account and will remain on the account unless (1) the automatic deduction of payments is stopped (including times during deferment or forbearance) or (2) there are three automatic deductions returned for insufficient funds within the life of the loan.

In order to make a qualifying referral, your co-worker must present a referral coupon when they open their eligible PNC WorkPlace Banking checking account, and they must also satisfy the specific requirements to earn the monetary reward applicable to their eligible PNC WorkPlace Banking checking account available at the time they open the account.

«We also believe that there will be a greater emphasis placed on benefit riders with variable annuities to validate their compensation payments, as the Department of Labor has expressed skepticism regarding the tax benefits of certain products when used within tax - qualified accounts,» the report says.

What may be abstractly possible for any individual considered apart from his context is qualified when that context is taken into account.

Georgia House Bill 1133, which introduced the Qualified Education Expense Tax Credit, is the only SSO legislation in the country that was formulated without requiring organizations to take family income into account when choosing who will receive a scholarship, nor does it keep track of who gets them.

Earn up to 15,000 additional Flying Club bonus miles every anniversary after qualifying purchases and up to another 5,000 Flying Club bonus miles when you add additional authorized users to your account.

The fixed rate assigned to a loan will never change except as required by law or if you request and qualify for the ACH interest rate reduction benefit (s); ACH interest rate reduction (s) apply when full payments (including both principal and interest) are automatically drafted from a bank account and will remain on the account unless (1) the automatic deduction of payments is stopped (including times during deferment or forbearance) or (2) there are three automatic deductions returned for insufficient funds within the life of the loan.

We'll reward you with a cash credit when you make a qualifying deposit to a Dedicated Portfolios account.1

To qualify you must enter promo code» F»12 OFFER» when submitting new account application.

ScoreCard Points are not rewarded on purchases from Vertical Checking ** Platinum Rewards Checking — Accountholders qualify for 500 bonus ScoreCard points per month when they meet all of the following requirements: enrollment in eStatements, one or more online or mobile banking login (s), one or more direct deposit into the account, and 15 or more debit card transactions posted per month.

When the contributions are distributed, they are tax - free assuming that they are less than the account holder's annual adjusted qualified education expenses.

Members with a KEMBA business relationship can enjoy Advantage benefits for both your personal and business accounts when you meet the following requirements: (1) Make monthly deposits of at least $ 2,000 into your business checking or personal checking account; (2) Have at least 15 qualifying checking transactions into your business checking or personal checking, which include any of the following: cleared checks, Debit Card transactions, online bill payments, electronic loan payments made from your KEMBA checking account, automatic deposits or withdrawals, and Virtual Deposits; (3) Receive eStatements.

You are required to close your existing credit card accounts, and it's important to understand that credit counseling programs can not guarantee when or if you'll be able to qualify for new credit.

As a practical matter, the requirements for required minimum distributions (RMDs) may NOT be entirely negative when it comes to annuities due to the survivorship benefits of qualified accounts.

Although the bank relies on a borrower's credit score, income, and debt - to - income ratio, the chances of qualifying for a loan are increased when borrowers pledge a savings account or CD as collateral.

The representative reported that Midland immediately ceased reporting qualifying accounts for 1 million customers when they instituted the new policy, and their CFPB complaints hit a record low the following month.

When we refer to the tax features of a Roth IRA or designated Roth account (a Roth account in a 401k or similar plan), we're assuming you'll take only qualified (tax - free) distributions from the Roth IRA.

Borrowers who have a pre-existing Citizens Bank account when they apply (co-signers» accounts also qualify) can earn a 0.25 % «Loyalty Discount», and those who set up auto - pay get a 0.25 % interest rate reduction

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.

The majority of student loan servicers will offer students a 0.25 % interest rate reduction on qualifying loans when they elect to have payments automatically deducted from a checking or savings account when they start to repay their loans.

When it comes to option trading, qualified, tax - sheltered accounts are subject to a stricter set of regulations than regular, taxable accounts, or a co-mingled pool like a mutual fund.

Because the accounts may be tied when taking out a loan or financing something on the pricier side together, your poor credit score may negatively affect your partner's ability to qualify for the purchase.

We'll reward you with a cash credit when you make a qualifying deposit to a Blend Portfolios account.1

Taking into account doubling after 20 years and tax free when used for qualified education expenses, EE series savings bonds after an effective 3.98 percent interest rate.

When you apply, you must have a checking account to qualify and a $ 95 security deposit up front.

Use offer code BOXING13 when signing up for the account to qualify.

Get $ 50 as a new Chase checking customer when you open a Chase College Checking ℠ account, enroll in paperless statements and complete 10 qualifying transac tions.

Additionally, you may want to consider maintaining at least a minimal qualified retirement plan account balance because, in the event you want to transfer or rollover qualified assets to your qualified retirement plan account in the future, to the extent it is allowed by your plan, your plan may require you to have an open account with a balance when your request is received by that plan.

> Requirement: Get 30,000 bonus miles when you make $ 3,000 in qualifying purchases in the first 3 billing cycles following account opening — a $ 300 value when you redeem miles for travel rewards.

Tax savings include tax deductions when you contribute to your account, tax - free earnings and tax - free withdrawals for qualified medical expenses *

When paid, the Earn Your Return dividends will be deposited into qualifying members» savings accounts in January.

Any earnings in a NextGen account are federal and Maine state income tax - free ³, when used for qualified higher education expenses2.

Every dollar in a NextGen account, when used for qualified higher education expenses ², is a dollar that doesn't need to be borrowed and repaid with interest.

If you would like to start a relationship in order to qualify for an HSBC Advance or Premier card, you can also earn an HSBC Advance or Premier Relationship Bonus when opening a new checking account.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

The Citibank Account Package appears on this key bank promotions list because it offers a $ 300 incentive when you open the account by March 31, 2018 and complete a qualifying activity — you will have no direct deposit requirAccount Package appears on this key bank promotions list because it offers a $ 300 incentive when you open the account by March 31, 2018 and complete a qualifying activity — you will have no direct deposit requiraccount by March 31, 2018 and complete a qualifying activity — you will have no direct deposit requirements.

Earn $ 50 when you open a new Virtual Wallet checking account and do the following within 60 days of account opening: Make qualified direct deposits totaling $ 500 AND make at least 10 PNC Bank Visa ® Debit card purchases.

Earn $ 200 when you open a new Performance Checking account and do the following within 60 days of account opening: Make qualified direct deposits totaling $ 2,000 AND make at least 10 PNC Bank Visa ® Debit card purchases.

Earn $ 200 when you open a new Business Checking Plus account by 6/30/18 and do the following: Maintain the minimum average cycle balance of $ 5,000 for each of the first 3 statement cycles and make at least 10 total qualifying PNC Bank Visa Debit Card transactions and / or PNC Bank Mobile Check Deposits within the first 3 statement cycles.

Earn $ 200 when you open a new Virtual Wallet with Performance Spend Checking account and do the following within 60 days of account opening: Make qualified direct deposits totaling $ 2,000 AND make at least 10 PNC Bank Visa ® Debit card purchases.