Sentences with phrase «tax efficient distributions»

A recently released whitepaper examined the impact of tax efficient distributions on the sustainability of withdrawals.

Not exact matches

Retirees that have a tax - efficient investing and distribution plan in place may be able to keep more of their hard - earned...

* Tax Efficient Cash Flow: Series T (FT, V, PFT) distributions are return of capital (ROC).

Planning that keeps development in community centers leads to more efficient distribution of services, and therefore lower property taxes.

Required Minimum Distributions (RMDs)-- How are they calculated and what is the most tax efficient way to make your withdrawals?

It's aiming to provide tax - efficient monthly distributions that equal 7 % a year, which are expected to be characterized as capital gains and dividends.

Some funds are more tax - efficient than others (like funds with lower turnover and capital gains distributions).

Learn everything you need to know about how mutual fund distributions are taxed and how becoming a tax - efficient investor will help you build wealth over the long - term.

However, despite the latter, the fund may not be the most tax - efficient one: over the last three years, its long - term capital gain distributions averaged 11.5 % of the distribution NAV.

Despite a relatively low turnover, in each of the past four years the fund had significant long - term capital gain distributions, which made it much less tax - efficient than these two ETFs.

Mutual funds are not very tax efficient, because in a non-IRA account you will be subject to paying taxes in the form of capital gain distributions.

This structure typically reduces the cost and tracking error * associated with replicating an index and increases tax efficiency • Tax efficient: HTH is not expected to make taxable distributions • Hedged exposure: Get Canadian currency - hedged ** exposure to the US 7 - 10 year treasury market • Higher compound growth: The reinvestment of index distributions are reflected in HTH's Net Asset Value («NAV&raqutax efficiency • Tax efficient: HTH is not expected to make taxable distributions • Hedged exposure: Get Canadian currency - hedged ** exposure to the US 7 - 10 year treasury market • Higher compound growth: The reinvestment of index distributions are reflected in HTH's Net Asset Value («NAV&raquTax efficient: HTH is not expected to make taxable distributions • Hedged exposure: Get Canadian currency - hedged ** exposure to the US 7 - 10 year treasury market • Higher compound growth: The reinvestment of index distributions are reflected in HTH's Net Asset Value («NAV»)

Target - date funds with high allocations to equities tend to be more tax - efficient (few capital gains and dividend distributions) making them more suited for taxable accounts.

Target - date funds with high allocations to fixed income tend to be less tax - efficient (high dividend distributions) and are likely better off in a tax - advantaged account.

-- Obviously, share buybacks (and / or tenders & capital returns) are generally a far more tax - efficient means of distribution to shareholders.

Yet, by formulating a tax - efficient investment and distribution strategy, retirees may keep more of their hard - earned assets for themselves and their heirs.

A successful plan put into place during the wealth - building life span should address ways to maximize growth and tax - efficient distributions, as well as ways to leave retirement assets to the next generation.

Defers current taxes when you're trying to accumulate assets and provides tax - efficient distributions, adding powerful tax advantages to your diversified portfolio.

I had planned to forgo SEPP 72 (t) distributions during early retirement, due to the strict rules and administrative headaches associated with them, but if I know I'll need to withdraw a set amount from my tax - advantaged accounts every year, it makes sense to set up SEPP because this exercise has shown that it is the most tax - efficient way of accessing retirement - account money early.

Defers current taxes when trying to accumulate wealth and provides tax - efficient distributions, adding powerful tax advantages to a diversified portfolio.

This could mean that unintended beneficiaries could inherit and the distribution of the estate under the intestacy laws may not be the most tax efficient.