Sentences with phrase «share of retirement assets»

Perhaps one of you still has a few years to work and one of you is retired so in that case one of you may wish to take a larger share of retirement assets and one take more cash or we can split all assets 50/50 as the choice is really up to you.

Not exact matches

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.

The following may be true of a potential takeover: • the company has fewer than 50 million shares outstanding; • management is dominated by persons near retirement age; • management's record on innovations and improving returns has been poor; • the company owns assets whose market values are potentially higher than those shown on the balance sheet; • outside investors have been steadily buying the stock.

Bitcoin might seem like an odd retirement asset: Most investors lack real knowledge of it, and it holds only a minuscule share of the $ 24 trillion U.S. retirement and pension fund asset market.

Greater saving has been driven by increases in inequality and in the share of income going to the wealthy, increases in uncertainty about the length of retirement and the availability of benefits, reductions in the ability to borrow (especially against housing), and a greater accumulation of assets by foreign central banks and sovereign wealth funds.

Retirement researchers have begun to suggest in recent years that the optimal approach might be to reduce your exposure to shares and other risky assets as you approach end - of - work D - Day — but then to actually start to add more shares to the mix again as you proceed through retirement.

You define the asset allocation based on your risk profile, time to retirement, etc., then you periodically sell the shares of the investments that have grown faster than the rest and buy more shares of the investments that are relatively cheaper.

In this can't - miss session, Dan Bortolotti will share the fundamentals of effective asset allocation, and show you how to assemble a rock - solid retirement portfolio the easy, low - cost way.

If someone has appreciated assets like shares or equity of a privately held company and they want to transfer those into a tax - deferred retirement account like an IRA or 401k, is that possible?

If retirement asset accumulation took place within a single public fund and if the public fund owned shares in thousands of companies, Congress or public trustees would have to decide how these shares should be voted.

Their severe lack of income - producing asset classes means you will probably be redeeming shares to get the money needed to pay for living expenses during retirement.

Everyone that was sold American Funds by a financial salesperson should do their homework with respect to performance, fees, commissions, asset class purity, and the ability to generate retirement income without selling large numbers of shares.

Across the board, older millennial families hold the greatest share of their financial assets in their retirement accounts.

Although that share of retirement savings is smaller for wealthier millennial families (26 % of their financial assets, versus 38 % for the average older millennial family), they have saved far more.

Retirement Plan Assets: Name the Parks Conservancy a beneficiary of your retirement plan asset, including individual retirement accounts (IRAs), pension plans, profit sharing plans, 401 (k) plans, and annuity plans.

Each side wants to receive his or her «fair share» of marital assets, 401 (k) retirement plans, stocks and property holdings accumulated during the marriage.

If your divorce agreement will divide your shared retirement assets, you might want to consider requesting a Qualified Domestic Relations Order (QDRO) as part of the settlement.

By way of example, if a spouse gambles away savings and retirement funds (or has used income to maintain a drug or other addiction which took money away from the family unit), and the remaining assets are inadequate to allow the other spouse to recoup her share of what was squandered (in addition to what he or she otherwise would receive), an appropriate savings and retirement component can be included in (added to) the base alimony award.

For example, if retirement assets (pensions, profit - sharing plans, 401 (k) plans, or other tax - deferred retirement - type plans) are involved in your case, a special court order called a QDRO (Qualfied Domestic Relations Order) or a DRO (Domestic Relations Order) or a similar type of court order dividing retirement plan interests must be prepared, approved by the retirement plan administrator, signed and filed by the judge, served on the retirement plan administrator and then implemented by that plan administrator.

However, because a Collective Investment Share applies the «look through» principle, a retirement fund can allocate its entire 25 % of assets to a listed Collective Investment Scheme, (i.e. a listed Exchange Traded Fund, such as PropTrax ETFs).

The report, «Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth,» compared assets in households headed by those between the ages of 25 and 64, computing the share of assets comprised of home equity and retirement plans (e.g., 401 (k), IRA)-- the other key source of income in retirement.