Sentences with phrase «tax class funds»

And Natixis has tax class funds that enable investors to choose the tax treatment of the income they want to receive — dividends, capital gains or tax - free return of capital.

Not exact matches

According to Mackenzie Investments, if you invested $ 100,000 in arncorporate class fund that earned 6 % a year, you would have $ 370,268 rnafter 25 years, assuming it's taxed annually at the top marginal rate.rnIf you held an interest - paying investment over the same period, yournwould have made $ 239,841.

However effective budget day, the reorganization of a mutual fund corporation into a multiple mutual fund trusts will also be allowed on a tax deferred basis in respect of each class of shares, if all or substantially all of the assets in the class are transferred.

When that happens the tax burden to fund all that we need, unfortunately, falls to the middle class.

For Franklin California Ultra-Short Tax - Free Income Fund Classes A1 and Advisor Class use the inception date of its predecessor, Franklin California Tax - Exempt Money Fund.

The Liberal's recently announced «Canada Child Benefit» and «Middle Class Tax Cut» are largely funded by eliminating Conservative tax cuts and by the by the introduction of a new high - income tax rate of 33 perceTax Cut» are largely funded by eliminating Conservative tax cuts and by the by the introduction of a new high - income tax rate of 33 percetax cuts and by the by the introduction of a new high - income tax rate of 33 percetax rate of 33 percent.

Municipal - National Fidelity ® Conservative Income Municipal Bond Fund (FCRDX) Fidelity ® Conservative Income Municipal Bond Fund - Institutional Class (FMNDX) Fidelity Tax - Free Bond Fund (FTABX) Fidelity ® Municipal Income Fund (FHIGX) Fidelity ® Intermediate Municipal Income Fund (FLTMX) Fidelity ® Limited Term Municipal Income Fund (FSTFX) Fidelity Municipal Income 2019 Fund (FMCFX) Fidelity Municipal Income 2021 Fund (FOCFX) Fidelity ® Municipal Income 2023 Fund (FCHPX) Fidelity ® Municipal Income 2025 Fund (FIMSX)

National Municipal Money Market4 Retail Municipal Fidelity ® Investments Money Market Tax Exempt - Class I (FTCXX) Fidelity ® Municipal Money Market Fund (FTEXX) Fidelity ® Tax - Exempt Money Market (FMOXX) Fidelity ® Tax - Exempt Money Market Fund - Premium Class (FZEXX)

State Municipal Money Market4 Retail Municipal Fidelity ® Arizona Municipal Money Market Fund (FSAXX) Fidelity ® California AMT Tax - Free Money Market Fund (FSPXX) Fidelity ® California AMT Tax - Free Money Market Fund - Institutional Class (FSBXX) Fidelity ® California Municipal Money Market Fund (FCFXX) Fidelity ® Connecticut Municipal Money Market Fund (FCMXX) Fidelity ® Massachusetts AMT Tax - Free Money Market Fund (FMSXX) Fidelity Massachusetts AMT Tax - Free Money Market Fund - Institutional Class (FMAXX) Fidelity ® Massachusetts Municipal Money Market Fund (FDMXX) Fidelity ® Michigan Municipal Money Market Fund (FMIXX) Fidelity ® New Jersey AMT Tax - Free Money Market Fund (FSJXX) Fidelity ® New Jersey AMT Tax - Free Money Market Fund - Institutional Class (FSKXX) Fidelity ® New Jersey Municipal Money Market Fund (FNJXX) Fidelity ® New York AMT Tax - Free Money Market Fund (FSNXX) Fidelity ® New York AMT Tax - Free Money Market Fund - Institutional Class (FNKXX) Fidelity ® New York Municipal Money Market Fund (FNYXX) Fidelity ® Ohio Municipal Money Market Fund (FOMXX) Fidelity ® Pennsylvania Municipal Money Market Fund (FPTXX)

With respect to the 2016 Federal Budget announcement, effective January 1, 2017, switches between Corporate Class mutual funds will no longer benefit from tax - deferred treatment, and instead will be treated as a disposition at fair market value, triggering a capital gain or loss.

Performance for class B, C, M, R, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y shares, the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

Performance for class B, C, M, R, T1, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y and T1 shares, the higher operating expenses for such shares (with the exception of Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, which are based on the historical performance of class B shares).

Since funds are structured differently according to how they gain exposure to the underlying asset, an exchange - traded fund's tax treatment inherently depends on both the asset class it covers and its particular structure.

For Putnam Tax - Free High Yield Fund and Putnam AMT - Free Municipal Fund, performance for class M shares prior to their inception is derived from the historical performance of class B shares (inception 9/8/85), adjusted for the applicable sales charge.

This five - by - five matrix — five asset classes and five fund structures — defines the potential tax treatments available in the ETF space.

Progressives will be expecting the government to deliver on its ambitious social agenda, and will note that this could be easily funded on the revenue side by implementing a modest corporate tax increase, by scaling back the so - called middle class tax cut, and by setting more ambitious targets for the promised Liberal review of tax loopholes for the most affluent.

Social Security, in my opinion is the scourge of the middle class — imagine how much more wealth the middle class would have if all of those withholdings had gone into tax - free 401ks invested in mutual funds.

Our investment management practice advises on investment funds, tax law and regulatory issues in the context of structuring various kinds of collective capital assets investing in private equity, real estate, renewable energy, leasing agreements and other asset classes.

Who cares about your tax dollars funding operations that would be at a loss otherwise, pure class warfare to destroy the middle class?

Parochial schools are supported by church funds in addition to tuition, not tax dollars, providing in many areas a reasonable alternative for working class and middle class parishioners and removing these millions of students from the public education system paid for by taxpayers.

You can't support enormous tax cuts for high - earners that would require tax increases for the middle - class and the poor to fund the government.

The Republican budget cuts housing assistance, food stamps, heating projects, community development funds — all at the expense of the middle class and working families — while they cut taxes for the wealthiest Americans.

«I'm supporting Todd because he delivered for Nassau County families — passing 12 weeks of paid family leave, winning a $ 15 minimum wage for New Yorkers, $ 1 billion in tax cuts for middle class families, and $ 20 million in new funding for our schools this year,» Obama says in the call.

The final agreement not only burnishes Cuomo's liberal credentials by extending (though not expanding) the millionaire's tax, raising the age of criminal responsibility of New York and addressing the high cost of college tuition for members of the middle class, it also dramatically increases his (already considerable) budget powers, enabling him to single - handedly make spending cuts in the event of widely expected future federal funding reductions.

«Working together, our accomplishments are many ---- a game - changing property tax cap, record support for schools and elimination of the GEA, a 20 - percent middle class income tax cut, six straight budgets that have held the line on spending, targeted investments that will create jobs and revitalize our economy, and critical road and bridge funds for every region of the state,» he said.

New York City businessman, philanthropist and former Mayor Michael Bloomberg is funding a new commercial featuring a graduating PHL Pre-K class touting the initiative and its funding source, the Philadelphia Beverage Tax.

We're cutting taxes for the middle class, making record investments in education with $ 1.4 billion in new funding, turning failing schools into community schools, and ending the GEA in New York once and for all because we believe that our tomorrows can be better than our yesterdays.

As lawmakers prepare for the state budget waltz, the state Senate and Assembly on Wednesday began to preview their one - house budget proposals, which are set to include a 25 percent income tax cut for middle class New Yorkers, a SUNY tuition freeze and «parity» between upstate and downstate transportation funding.

Workers» compensation reform, rejection of most tax and fee increases, full funding for a middle class tax cut, and $ 2.5 billion for clean water were all pushed by Senate Republicans.

Cuomo's son, Gov. Andrew Cuomo, last week threw cold water on de Blasio's signature proposal to raise taxes on the rich to fund prekindergarten classes and after - school programs.

We are going to win the majority because we have the right candidates and the right message, and whether it's providing record support for schools, delivering a 20 percent middle - class income tax cut, or ensuring every region of the state gets its fair share of infrastructure and economic development funding, New Yorkers know that Senate Republicans have their backs.»

Cuomo also emphasized his intention to renew the millionaire's tax, which he said is worth «a tremendous amount of money» that can be funneled into funding for education and tax cuts for the middle class.

«We must finish the job and pass a responsible budget that makes college tuition free for the middle class, fully funds our public schools, cuts taxes for the middle class, Raises the Age of criminal responsibility, combats homelessness, and moves New York forward.

«That's why I've voted over 175 against tax increases, passed a plan to strip convicted politicians of their pensions, delivered a $ 4 billion middle class tax cut, and fought for an additional $ 20 million in funding for South Shore schools.

Terry Gipson has fought tirelessly to make the Hudson Valley more affordable for hardworking men and women, helping secure funding to repeal the Dutchess energy tax and bringing real property tax relief to middle class families.»

Jones, a Democrat, previously expressed support for middle - class tax relief, an increase in education funding for public schools and more tools to fight the state's opiate epidemic.

Blair: minimum wage, Sure Start, bank levy, higher NHS spending, civil partnerships, tax credits, Human Rights Act, pension fund taxation, smaller class sizes.

Skelos was criticized earlier this year by de Blasio for blocking a tax hike on the wealthy to fund universal pre-K classes.

Latimer did not vote on School Funding, Raise - the - age, extending the Millionaire tax, renewing the Affordable New York tax abatement, Excelsior Scholarships to fund college expenses for middle - class families at CUNY and SUNY schools, workers compensation reform, all so he could stroll the River Thames with his girlfriend.

Lawmakers are expected to begin voting tonight on a middle class tax cut, a minimum wage hike, and the school funding.

Senate Republicans were responsible for getting into the budget - a middle class tax cut that kicks in in 2018, a record $ 24.8 billion in school funding, and other good things, he noted.

And cutting middle - class rates also syncs with Mr. Heastie's goals for the year, which he reiterated on Wednesday, but with a new wrinkle: proposing an even higher tax rate for multimillionaires to help fund education, and other programs favored by his Democratic colleagues.

Cuomo is calculating that Republican senators — trying to protect a razor - thin 32 - 30 majority in an election year — are facing enormous pressure to back a «millionaires tax» that would fund a middle - class tax cut as well as enough school aid and Medicaid funding to hold the line on local property taxes.

The tax cut for middle - class wage earners amounts to a fraction of 1 percentage point and will be funded by an increase in the rate for married taxpayers making more than $ 2 million a year and single taxpayers whose yearly income exceeds $ 1 million.

«While Comptroller DiNapoli has been fighting for tax relief for working and middle - class people in New York State, Hedge Fund Harry Wilson has been focused on ensuring that his fellow Wall Street millionaires make out like bandits by opposing President Obama's Wall Street reform package,» Sumberg said.

«Ironically, the very funding that New York and many others fought for in Congress as part of the Middle Class Tax Relief and Job Creation Act is not available to New York,» they wrote.

This revenue forecast shows we have nearly $ 1.5 billion to invest in property tax relief for our middle - class and senior homeowners, increased education funding and college affordability for all,» he said.

«The Senate Republicans» «new tax» is an extension of the millionaires tax and they're saying they would rather give a tax break to millionaires than a tax cut to the middle class and increase education funding,» Azzopardi said.

The Council has repeatedly called for more agency efficiencies and savings but has largely capitulated as they also advocate for funding their own priorities worth hundreds of millions, which is happening again this year, highlighted by Johnson's push for both Metrocard subsidies for low - income New Yorkers and property tax rebates for middle - class homeowners (while de Blasio has been resistant to both).

In a statement, she pointed to her accomplishments over the years, including the most recent legislative session in which, she says, she pushed to lower taxes for the middle class, raise the minimum wage and fund transit improvements and senior centers.