Sentences with phrase «removing excess funds»
If you exceed your transfer balance cap, you may have to remove the excess funds and pay tax on the earnings related to the excess.
https://www.moneysmart.gov.au/ Not exact matches
If you have exceeded the IRS contribution guidelines for your plan type and are in an «over-contribution» status, you can request the excess funds be removed by completing the appropriate Return of Excess Contribution Form within Hartford Funds Forms and Liteexcess funds be removed by completing the appropriate Return of Excess Contribution Form within Hartford Funds Forms and Literfunds be removed by completing the appropriate Return of Excess Contribution Form within Hartford Funds Forms and LiteExcess Contribution Form within Hartford Funds Forms and LiterFunds Forms and Literature
sometimes requesting a refund of excess contributions might cause your employer to remove «matching» funds, but i am not clear on the rules behind that.
To minimize biases, they: include live and dead funds; remove the first 18 months of returns for each fund; consider only funds that have at least 36 monthly returns and average assets under management $ 10 million; and, consider only funds that report net monthly excess returns in U.S. dollars.