Sentences with phrase «return than capital gains»

Our philosophy stems from the belief that (a) great businesses that adopt a meaningful dividend - growth capital allocation preference can generate wonderful investing outcomes over time and (b) dividends are a more reliable part of total return than capital gains.

Not exact matches

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

To gain more clarity into spending intentions, Morgan Stanley Research analyzed transcripts from more than 400 recent earnings calls for S&P 500 companies to understand which companies are likely to reinvest, return capital, or do both.

This will tend to understate the performance of the taxable account in circumstances where long - term capital gains and qualified dividends, which are currently taxed at lower rates than ordinary income, are a component of investment returns, as is the case for investments with significant equity holdings.

If youre wealthy you likely make money through a business or capital gains where you can squeeze out lower rates than normal workers or deduct more on your returns to acheive a lower rate.

Dependents who have unearned income, such as interest, dividends or capital gains, will generally have to file their own tax return if that income is more than $ 1,050 for 2017 (income levels are higher for dependents 65 or older or blind).

You may be able to include a dependent child's income on your tax return if the income consists entirely of interest and dividends (as opposed to capital gains), if the amount of the unearned income is less than $ 10,000, and if the child is under age 19 or a full - time student under age 24.

Now i will be filing return in July 2016 and before that i need to invest my CG in property rather than depositing in capital gain account.

A Canadian capital gains tax return comes from gains that are taxed at a lower rate than interest.

This sort of loan is an excellent option if the financial asset you are pledging has a higher expected rate of return than the interest rate on the mortgage, or when the assets you are pledging could cause you capital gains income tax grief if you were to convert them to cash.

High - yielding stocks can provide a great boost to a portfolio's returns, and quality dividends are much more reliable than capital gains.

The other positive is that Tom and Mary recognize that using capital gains and return of capital to cover cash flow needs is usually much more tax beneficial than trying to boost income by having higher investment yields.

The Fund may have a higher proportion of capital gains and a potentially lower return than a fund that does not have a reallocation policy.

If an investor receives an amount that is less than or equal to the cost basis, the payment is a return of capital and not a capital gain.

Since $ 64K is smaller than $ 72.5 K (not $ 73.8 K as stated by the OP) and this is a MFJ return, $ 72.5 K - $ 64K = $ 8.5 K of the long - term capital gains are taxed at 0 %.

Most of the returns have historically come from capital gains rather than dividends and that is unlikely to change.

Most of the historical returns have been in the form of discounted capital gains (held for more than 12 months) and it is our expectation that this will also be true in future.

To provide the investors an opportunity to earn, in accordance with their requirements, through capital gains or through regular dividends, returns that would be higher than the returns offered by comparable investment avenues through investment in debt & money market securities.

Tax policy can also influence how companies choose to return cash to shareholders — if dividends are taxed at a higher rate than capital gains, this creates incentives to return cash via buybacks and debt reduction.

It's an old saying, but it's a sentiment felt by many conservative stock investors who prefer the stocks of stable and established companies that provide part of their return sooner, in the form of dividends, rather than later, in the form of capital gains.

Contributions to those accounts (401K, IRA and RRSP) not only allow you to deduct from your taxable income and generate higher returns during tax season but also the funds sitting in those vehicles will compound extremely faster than normal investing accounts as the dividends and capital gains are sheltered from taxes.

Dividends are not only a big component of total returns — cash distributions are far more stable and predictable than capital gains.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

All capital gains (other than profit from the sale of your main home) are required to be reported on your tax return.

If the FMV is more than the cost of the property, you will have to report the capital gain in your income tax return.

In either of these cases an «unallocated capital return» is added to either the capital gain on shares held for less than 12 months or the capital gain on shares held for more than 12 months as appropriate.

Because the interest you get from bonds is taxed at a much higher rate than the capital gains and dividends you get from stocks, and those extra taxes drag down your returns.

If you buy a bond at more or less than the principal value, your return is based on the interest you receive plus any capital gain or loss from holding the bond (i.e. the difference between the price you paid and the price you sold the bond).

And to the extent you invest for retirement in taxable account, you should consider including investments like index funds and ETFs and tax - managed funds that generate much of their return through unrealized capital gains that qualify for long - term capital gains rates, which are typically lower than the ordinary income rates that apply to taxable withdrawals from tax - deferred accounts.

The role of long equity positions is to drive returns through dividends, capital gains from purchase prices below intrinsic value, and appreciation from faster - than - expected increases in intrinsic business value.

These funds typically have lower risk, lower volatility, and less capital gains than other equity funds and can be combined with a number of other types of mutual funds to tweak the investment objective and adjust the risks and returns.

The Portfolio will generally treat gains or losses on non-U.S. currency hedging transactions as capital gains or losses in accordance with the advice of counsel and the current administration position of the CRA, but if such transactions were treated on income rather than capital account, after tax returns to unitholders could be reduced and the Portfolio could be subject to non-refundable income tax.

Dividend investing at 4 to 5 % per year provides near - guaranteed returns and security, but over the long term, the pure dividend investor has earned far less money than the pure capital gains investor.

Income statistics show that less than 10 per cent of personal tax returns report any taxable capital gains.

The idea was that the certain return on stocks must be as higher than the return on bonds to justify the risk taken on because capital losses are as possible as capital gains.

Post-tax returns of the S&P 500 may be lower than pre-tax returns by a smaller percentage when compared to post-tax to pre-tax returns of the Powerfunds Portfolios, since our returns have been achieved with bonds, which have been taxed at higher rates, as well as stocks and required realizing capital gains along the way as the portfolios changed.

If the FMV is greater than the adjusted cost base on the date of her passing, there will be a capital gain on her final (terminal income tax return).

Every single covered call ETF listed in the US have similar or lower total returns than buy - and - hold and every single one of them have made distributions at the expense of future capital gains.

Therefore, the payment of this tax would reduce a funds» economic return from its PFIC shares, and excess distributions received with respect to such shares are treated as ordinary income rather than capital gains.

Such businesses tend to make more money than their peers, achieve a better return on equity and a better return on invested capital then their peers and over the long term, will usually gain more market shares then they will.

Therefore, the payment of this tax would reduce the fund's economic return from its PFIC shares, and excess distributions received with respect to such shares are treated as ordinary income rather than capital gains.

Also, the returns on the ELSS funds held for more than a year are considered Capital Gains as and are therefore 100 % tax - free!

But between the complexity of capital gains taxes and a volatile investment environment, properly reporting your cryptocurrency investments on your tax returns is harder than it seems at first blush.