Sentences with phrase «tax equivalent returns»

For an investment portfolio of $ 1,325 per share, at 7 % tax equivalent returns, Markel should earn $ 93 per share in equity next year, growing book value by 17 % ($ 93 per share added to $ 543 per share).

The tax equivalent return you would have to earn to net 13.81 percent is 21.25 percent in the 35 percent tax bracket.

The tax equivalent return you would have to earn to net 13.81 percent is 21.25 percent in the 35 percent tax bracket.

Not exact matches

In real, inflation - adjusted, after - tax returns, cash and cash equivalents are experiencing negative yields at the time this article was written.

The $ 800K paying off the mortgage no longer produces passive income, but an implied return equivalent to the mortgage APR; tax minimization from the other side, no longer having to be offset by deductions.

Today's three choices would provide an after tax (for most taxpayers) yield equivalent to the long term return of the S&P 500.

In 1969, it came to the attention of the federal government and the public that there were 155 tax return filers with incomes of $ 200,000 — equivalent to an annual income of more than $ 1.3 million in today's dollars — who paid no federal income tax.

Still, the income - tax break on any earnings used to pay legitimate college expenses, coupled with the ability to avoid borrowing costs for tuition later, could make even lower returns in a 529 plan equivalent to higher returns outside of one — and better than not saving at all.

But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.

In A7s fitted with 19 - inch alloy wheels, it can return up to 60.1 mpg and emits 122g / km of CO2 (equivalent to a 26 % Benefit - in - Kind tax rate for business users).

I have the funds in a tax exempt money market fund that returns an equivalent 5 % — 6 % taxable interest.

An investor must calculate the tax - equivalent yield to compare the return with that of taxable instruments.

Because investors do not have to pay taxes on returns, tax - exempt bonds will have lower interest than equivalent taxable bonds.

In other words, paying off a credit card balance is equivalent to earning a guaranteed 30 per cent rate of return, assuming you are in a 33.5 per cent income tax bracket.

CC is right — if you get a dividend that is return of capital, that is the equivalent of selling some of the shares which means that the portion of the loan covering those shares is no longer tax deductible.

But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.

The long - term expected return on stocks may be 6 % to 8 % before taxes, but paying down credit cards or unsecured lines of credit gives you a tax - free, risk - free return equivalent to the debt's interest rate, which could be as high as 28 %.

Because you won't owe tax on the interest, if you are in the 28 % tax bracket at that point, your tax - equivalent return is 4.86 %.

They should then compare this with the after - tax returns of equivalent passive investments.

This is equivalent to a 5 per cent tax - free return on the net RRSP / TFSA $ 2,000 contribution.

However, the alternatives in the UK are about the same (market returns are similar, a «Roth» is the equivalent of an ISA and a 401k is a tax - free retirement account).

By not entering them on this tax return and then putting them on next year's return in the equivalent field...

Recent discussion here regarding real, real returns (returns net of inflation, taxes and fees) and the flawed BLS calculation on Owner's Equivalent Rent sparked a good discussion about the benefits of buying a home.

For example, consider a lump sum investment of $ 10,000 in two plans with a 5 % annual return on investment, one with annual fees of 1.1 % and a state income tax deduction that is the equivalent of a 4 % discount and one with annual fees of 0.8 % and no state income tax deduction.

«That is the equivalent of earning a guaranteed 9 % annual return tax - free,» says Lamontagne.

The hypothetical 6 % rate of return is equivalent to a 5.74 % net annual rate of return for the low - cost tax - deferred variable annuity, and a 4.66 % net annual rate of return for the national industry average tax - deferred variable annuity.

If you receive interest, dividends or capital gains from investments outside Canada, the equivalent Canadian dollar value must be reported on your Canadian tax return and will be taxed accordingly.

Taxable Equivalent Yield is the yield that must be received from a taxable investment to deliver the same after - tax return as a tax - free investment.

These days, avoiding the heat would mean settling for GICs (CDs in the US) or Canada Savings Bonds or equivalents, which in return means accepting a zero or negative real return after inflation and taxes are factored in.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax - exempt yield.

Determine how much each state's own 529 tax benefits are worth, in both gross dollars and in annualized return equivalent.

«Qualifying Purchases» exclude cancellations, returns, shipping / handling, taxes / fees, gift card or other cash equivalent purchases, and certain products that may be identified by the individual merchant.

«Qualifying purchases» do not include returns, cancellations, shipping and handling, taxes, gift card or other cash equivalent purchases, and certain products that are not eligible for bonus points.

Returns, cancellations, shipping and handling, taxes, gift card or other cash equivalent purchases, and certain products are not included in the bonus award miles eligibility calculation; please see the MileagePlus Shopping site for details on product eligibility and / or any coupon code details or other usage restrictions.

Air pressure changes, allergies increase, Alps melting, anxiety, aggressive polar bears, algal blooms, Asthma, avalanches, billions of deaths, blackbirds stop singing, blizzards, blue mussels return, boredom, budget increases, building season extension, bushfires, business opportunities, business risks, butterflies move north, cannibalistic polar bears, cardiac arrest, Cholera, civil unrest, cloud increase, cloud stripping, methane emissions from plants, cold spells (Australia), computer models, conferences, coral bleaching, coral reefs grow, coral reefs shrink, cold spells, crumbling roads, buildings and sewage systems, damages equivalent to $ 200 billion, Dengue hemorrhagic fever, dermatitis, desert advance, desert life threatened, desert retreat, destruction of the environment, diarrhoea, disappearance of coastal cities, disaster for wine industry (US), Dolomites collapse, drought, drowning people, drowning polar bears, ducks and geese decline, dust bowl in the corn belt, early spring, earlier pollen season, earthquakes, Earth light dimming, Earth slowing down, Earth spinning out of control, Earth wobbling, El Nià ± o intensification, erosion, emerging infections, encephalitis,, Everest shrinking, evolution accelerating, expansion of university climate groups, extinctions (ladybirds, pandas, pikas, polar bears, gorillas, whales, frogs, toads, turtles, orang - utan, elephants, tigers, plants, salmon, trout, wild flowers, woodlice, penguins, a million species, half of all animal and plant species), experts muzzled, extreme changes to California, famine, farmers go under, figurehead sacked, fish catches drop, fish catches rise, fish stocks decline, five million illnesses, floods, Florida economic decline, food poisoning, footpath erosion, forest decline, forest expansion, frosts, fungi invasion, Garden of Eden wilts, glacial retreat, glacial growth, global cooling, glowing clouds, Gore omnipresence, Great Lakes drop, greening of the North, Gulf Stream failure, Hantavirus pulmonary syndrome, harvest increase, harvest shrinkage, hay fever epidemic, heat waves, hibernation ends too soon, hibernation ends too late, human fertility reduced, human health improvement, hurricanes, hydropower problems, hyperthermia deaths, ice sheet growth, ice sheet shrinkage, inclement weather, Inuit displacement, insurance premium rises, invasion of midges, islands sinking, itchier poison ivy, jellyfish explosion, Kew Gardens taxed, krill decline, landslides, landslides of ice at 140 mph, lawsuits increase, lawyers» income increased (surprise surprise!)

Investing Compare taxable / tax - free investment return Tax equivalent yield What is the future value of an annuitax - free investment return Tax equivalent yield What is the future value of an annuiTax equivalent yield What is the future value of an annuity?

The tax deferred earnings in life insurance makes the rate of return higher than the equivalent amount if the money was not tax deferred, and the entire investment can be withdrawn tax free.