Sentences with phrase «retirement plan holders»

Alerts: Many financial service providers — banks and credit unions, brokerage companies and retirement plan holders — offer notifications of odd activity either by email or text message.

Not exact matches

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Beneficiary: The person an account holder selects to receive the benefits or funds of a will, trust, insurance policy, retirement plan, annuity or bank account.

Many IRA holders may not be aware of this strategy and as a result may be missing out on an opportunity to eliminate future taxes on their retirement plans, thereby compounding their total return.

Also noteworthy is that more than one - quarter of mortgage holders in this high net worth group has no plans to pay off the mortgage before retirement.

Other common examples of IRDs are distributions from tax - deferred qualified retirement plans such as 401 (k) s and traditional Individual Retirement Accounts (IRA) that are passed onto the account holder's beneficiary.

The required minimum distribution rule requires 401k or traditional IRA account holders to take distributions from their qualified retirement plans once they reach 70.5.

It provides coverage to policy holders in all 50 states for life insurance, retirement planning, public finance, group dental and vision insurance.

LIC Pension Plans: Pension plan from LIC offer several benefits including complete life cover, and a stable source of income upon retirement of the policy holder.

Another ULIP plan which has garnered popularity as a nonlinked entity enables policy holders to invest or save in a sequential manner to accumulate a sum in order to regulate a salary like inflow of money into the investors accounts post retirement.

When the pension plan holder survives through the policy term, he / she is liable to receive the accumulated corpus and enjoy the retirement period.

Pension plan is a type of life insurance where in the policy holder transfers a part of his current income towards his retirement fund.

This plan indicates that it is aimed to offer goal based savings and protection to policy holders where one can save money for child education or retirement savings along with enjoying life cover.

Auctus, the world's first blockchain based retirement plan platform, has entered a collaboration with Bancor to provide continuous liquidity for its token holders.