Sentences with phrase «tax efficiency when»

Portfolio Activity Because the Oakmark Global Fund's investors include both taxable and tax - exempt entities, we pay considerable attention to tax efficiency when circumstances allow.

Not exact matches

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable income.

Edward Jones can help you find solutions to meet your needs while maximizing tax - efficiency when investing inside of a corporation.

When (not if, but when) complexity no longer results in a loss of efficiency on the human side, tax administrations could see large gains from re-regulation in some caWhen (not if, but when) complexity no longer results in a loss of efficiency on the human side, tax administrations could see large gains from re-regulation in some cawhen) complexity no longer results in a loss of efficiency on the human side, tax administrations could see large gains from re-regulation in some cases.

For example, when you have a mix of accounts and products with different tax treatments you can increase the impact of the tax advantaged accounts through «tax - efficient asset location,» where investments are sourced per account according to their growth potential and relative tax efficiency.

If he accepts that savings can be made through investment in insulation, why, when households will face higher tax bills for years to come, is he resistant to our policy, which would give every home in the country an entitlement to # 6,500 - worth of immediate energy efficiency improvements, paid for from the savings that people make on their fuel bills?

When you choose the 2017 Chrysler Pacifica Hybrid, you'll start saving at the pump immediately, with up to 38 mpg fuel efficiency, not to mention the federal and state tax credits you may qualify for.

When working with clients, Diamond says the first thing he looks at is all their different sources of income coming from registered and non-registered accounts, with a view toward long - term tax efficiency.

Learn about factors that influence the tax - efficiency of your mutual fund, how income from your investment is taxed and what to look for when choosing a fund.

Second, tax efficiency should never be the starting point when putting together a portfolio: it should only be considered after you've settled on an appropriate asset mix for your risk tolerance and investing goals.

«When choosing among similarly priced funds, we suggest investors consider elements beyond the expense ratio, such as investment strategy, methodology, tracking difference, spreads, tax efficiency, and brand.»

When comparing debt payoff to other investments in terms of tax efficiency, paying off debt is similar to investing in a Roth IRA:

Different investment income is taxed differently as well, so tax efficiency is also important when determining where to hold what.

When choosing between similar ETFs, picking the one with better tax efficiency may improve your after - tax return.

Meanwhile, German companies remain (understandably) focused on a continued land grab for cheap property — but when they eventually re-focus on FFO, tax efficiency & dividends, it may well usher in a fresh revaluation phase.

Deciding what assets to place in which account becomes important when you have multiple accounts and want to maximize your tax efficiency.

Further, the LCFS is less efficient than a carbon tax, but when combined with a price ceiling, the policy approaches the efficiency of a carbon tax as the LCFS policy become more stringent.

When asked why participants avoid recommending our profession, the most common responses include: regulatory overload, work load compression, and the sins associated with hourly billing as it relates to technological improvements and efficiencies via technology (think about the reduced time it takes to complete a tax return using software today then say 30 years ago when we filled in bubble sheets on CompuTax forms, or even 50 years ago when we prepared returns by hand and typed the values onto the forWhen asked why participants avoid recommending our profession, the most common responses include: regulatory overload, work load compression, and the sins associated with hourly billing as it relates to technological improvements and efficiencies via technology (think about the reduced time it takes to complete a tax return using software today then say 30 years ago when we filled in bubble sheets on CompuTax forms, or even 50 years ago when we prepared returns by hand and typed the values onto the forwhen we filled in bubble sheets on CompuTax forms, or even 50 years ago when we prepared returns by hand and typed the values onto the forwhen we prepared returns by hand and typed the values onto the forms).

When you're installing those items, make sure they follow an energy efficiency standard like Energy Star so you'll qualify for the tax credit.

As with a standard mortgage, the interest for green mortgages is tax - deductible, which can offer significant savings in the long term when compared to unsecured energy efficiency loans.