Sentences with phrase «subaccounts based»

Each month we will allocate the balance in your checking account between the two subaccounts based on allocation formulas that we may change from time to time.

Not exact matches

Earnings based on the performance of the investment options (or «subaccounts») you select from among those offered under the annuity.

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You specify how much of your annuity will be invested in the various subaccounts and your return will be based on the performance of the investments you select.

Allocation to these subaccounts are generally credited with an amount of interest based on the growth of the relevant index over a certain period of time, often called the index period, using two methods used to determine the crediting rate:

Where IUL differs from UL is that these policies enable policyholders to invest some or all of their available cash account in a subaccount option based on the performance of market indices such as the S&P 500 or the NASDAQ 100.

The failure to mention the separate subaccount rule (or the rule for pre-1987 after - tax contributions) was either an oversight or a choice made based on space limitations in the newsletter.

Explanation of the legal basis for separate subaccount treatment of post-1986 after - tax contributions to employer plans.

Returns are based on the performance of these subaccounts.

Variable annuities» interest rates are based on their underlying investment accounts, known as subaccounts.

(For an explanation of these subaccounts, see Basis Recovery from Employer Plans.)

For the benefit of those employers and tax professionals we have a separate page explaining the legal basis for separate subaccount treatment.

Earnings in a variable annuity are based on performance of investment subaccounts that range from stocks and bonds to equity and money market funds.

Earnings based on the performance of the investment options (or «subaccounts») you select from among those offered under the annuity.

The living benefit riders will pay out a guaranteed stream of income that is based upon a hypothetical guaranteed rate of growth from the subaccounts.